Pakka Ltd (NSE:PAKKA)
₹ 73.71 +0.070 (+0.1%) Market Cap: 3.52 Bil Enterprise Value: 11.82 Bil PE Ratio: 48.86 PB Ratio: 4.78 GF Score: 60/100

Q2 2025 Pakka Limited Earnings Call Transcript

Nov 12, 2024 / 05:00 AM GMT
Release Date Price: ₹289.45 (-5.72%)

Key Points

Positve
  • Pakka Ltd (BOM:516030) reported a 16% increase in topline revenue quarter-on-quarter and an 8% increase compared to the same quarter last year.
  • The company achieved a 36% increase in bottom-line profits from Q1 and an 80% increase from Q2 of the previous year.
  • Pakka Ltd has been recognized as a great place to work, receiving its third certification in four years and ranking within the top 20 in the mid-segment manufacturing industries.
  • The company has successfully launched new products, including beverage cups and compostable delivery containers, which are expected to drive future growth.
  • Pakka Ltd is expanding its market reach globally, with new partnerships in the Middle East and Australia, and plans to increase exports, which accounted for 35% of total volume in Q2.
Negative
  • The company faced challenges in the commercialization of its R&D efforts, leading to a leadership change in the R&D department.
  • There is a noted decrease in revenue by 5% in certain segments due to planned shutdowns in the molded segment and support functions.
  • The company is experiencing delays in the completion of its JTI project, with the timeline now extended to the end of 2025.
  • Pakka Ltd's molded products segment has seen stagnant sales, with utilization at only 55% of capacity, indicating potential demand issues.
  • The company is facing increased competition in the flexible packaging market, which may impact its market positioning and profitability.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PAKK.NS - Pakka Limited
Q2 2025 Pakka Limited Earnings Call
Nov 13, 2024 / 05:00AM GMT

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Presentation
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Unidentified_1 [1]
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Okay.

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Unidentified_2 [2]
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Can you mute everyone?

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Unidentified_3 [3]
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He can be.

Can I.

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Unidentified_1 [4]
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Just, good morning everyone.

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