Q3 2026 Pakka Limited Earnings Call Transcript
Key Points
- Pakka Ltd (BOM:516030) has stabilized its PM3 machine, which is expected to significantly increase productivity in the coming quarters.
- The company has made substantial progress on Project Jagriti, with new sections expected to start producing soon, including a new power plant.
- Pakka Ltd has seen an 80% year-over-year increase in B2C revenue, driven by expanding B2C channels and marketplaces.
- The company is launching a new delivery range product with strategic partnerships, expected to positively impact revenue and profitability.
- Pakka Ltd has improved operational efficiency, covering a 4% drop in prices and narrowing the gap in profit before tax year-on-year.
- The company faced challenges in the first two quarters due to an extended shutdown period for capacity expansion.
- Pakka Ltd has paused its Project Kawok in Guatemala to focus on stabilizing operations in India, delaying international expansion.
- Losses in the Food Services business have widened due to inventory liquidation schemes and equipment upgrades.
- There is a funding gap of approximately INR60 crores for Project Jagriti, which the company plans to address through internal accruals and promoter equity.
- The company has not yet found a suitable external CEO and is currently relying on internal leadership development.
So it's early 9:30. We welcome all of you to the third investor call meeting of this financial year 2025-'26. I, Sachin Kumar Srivastava, your Company Secretary. On behalf of the company and management, welcome all of you to the third investor call meeting. I request Pranay to start the proceeding of this meeting.
Thank you. Thank you, Sachin. Good morning, everyone, and my name is Pranay, and I lead the brand and marketing at Pakka. On behalf of entire team, I'd like to extend a very warm welcome to all of you to our quarter third investor call. Thank you.
Thank you for joining us today. Before we begin the presentation, please allow me to introduce the leadership team, Mr. Ved Krishna, Business Head; Ms. Neetika Suryawanshi, Finance Head; Mr. Shubham Tibrewal, Food Services Business Head; Mr.
Sachin Srivastava, Secretarial Head; and Gautam Ghosh, who is leading Licensing and Corporate Governance. So again, once again, welcome to all of you. I'll just start sharing the presentation and hand it over to Ved, just
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
