Q3 2025 Pakka Limited Earnings Call Transcript
Key Points
- Pakka Ltd (BOM:516030) maintained a stable top line of INR111 crore and a profitable bottom line of INR17.45 crore despite a challenging quarter.
- The company is making significant progress with Project Jagrati, achieving 44% completion despite logistical challenges.
- Pakka Ltd has successfully onboarded Dr. Sam Sohn as the new Head of Innovations, bringing extensive experience in sustainable materials.
- The company is actively working on commercializing non-metallized flexible packaging, with plans to accelerate development and commercialization.
- Pakka Ltd is focusing on building a strong distribution network in the US, with plans to appoint multiple distributors to enhance market reach.
- The food service disposables segment is facing intense competition with 50 new players entering the market, leading to pricing pressures and stock build-up.
- The molded fiber business continues to struggle with profitability due to technology selection issues and low machine efficiency.
- There are delays in the development and launch of new delivery containers for the food service sector, impacting potential revenue growth.
- The company is facing challenges in raising funds for the Guatemala project due to pending off-take agreements and engineering finalizations.
- Pakka Ltd's ROE and ROCE have decreased due to the issuance of preferential equity, impacting overall financial ratios.
I'll just introduce the company leadership. We have Ved Krishna, who is the Group Lead and the Vice Chairman of the company. We have Satish ChanyVelumani. Satish is leading the US business lead. (technical difficulty) I'll just request everyone to be on mute.
Thank you.
We have Rolando Yon. Rolando is the Group CFO. We have Gautam Ghosh, who is the Executive Director. And we have Sachin Srivastava, who is the Company Secretary and Legal Head. So, we'll proceed with this quarter's presentation. I'll just share my screen, just a minute.
Yeah, Sachin is my screen visible? Okay.
All right. So, we'll just for the benefit of the new investors, we'll start with a short introductory video. I request you to please go through it. It represents what we are trying to achieve here at Pakka.
Is the sound coming?
Okay, sorry, I'll just check again. (video playing)
So, that was a short glimpse of what we are trying to achieve and our vision. Now, I would like to hand it over to Ved. We'll first go through the India business performance, international
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