BSECompany Update1d ago · 3 Nov 2026, 03:37 pm
Kindly find attached herewith Investor Presentation.
Pakka Ltd-$ · 516030
✦ AI Summary▲ PositiveResults
Pakka Ltd has announced its Q2 and H1 FY27 financial performance, with revenue up 64% YoY and EBITDA margin at 14.2%. The company has also completed pilot trials for its flexC base product in Europe and started up its recovery boiler, power boiler, and turbine in Project Jagriti.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10
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Full Announcement
Pakka Ltd-$ - 516030 - Announcement under Regulation 30 (LODR)-Investor Presentation
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7/Govt/SE/2026-27/0063
03rd November, 2026
National Stock Exchange of India Limited BSE Limited
Exchange Plaza, 5th Floor, Department of Corporate Service
Plot No. C/1, G Block, Bandra-Kurla Phiroze Jeejeebhoy Towers
Complex, Bandra (East), 25th Floor, Dalal Street
Mumbai 400 051 Mumbai - 400 001
Trading Symbol: PAKKA Scrip Code: 516030
Subject: Investor Presentation for the second quarter and half year ended 30
September 2026
Dear Sir/Madam,
Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure
Requirements) Regulations, 2015, and in continuation of our letter dated 28 October
2026 regarding the scheduled Analysts/Investors’ Call, please find enclosed the
Investor Presentation on the Company’s financial performance for the second quarter
and half year ended 30 September 2026.
The presentation will be made during the Analysts/Investors’ Call scheduled for
Tuesday, 3 November 2026, at 4:00 p.m. (IST) through video conferencing.
The presentation is also available on the Company’s website at
https://www.pakka.com.
Kindly take the above information on record.
Thanking you,
Yours faithfully,
for Pakka Limited
Sachin Kumar Srivastava
Company Secretary &
Corporate Finance Head
Encl: As above
Pakka Limited, Pakka Nagar, Ayodhya 224135 (U.P.), India Registered Office: 312, Plaza Kalpana Society, 24/147, B-49,
+91 78000 18989 | connect@pakka.com Birhana Road, Kanpur, Uttar Pradesh-208001, India
www.pakka.com CIN: L24231UP1981PLC005294
INVESTOR PRESENTATION
Q2 & H1 FY27 Investor Call
Date – 3rd November, 2026
CLEANER PLANET HEALTHIER FAMILIES STRONGER
BUSINESS
Safe Harbour
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Pakka Ltd (the “Company ”), have been prepared
solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall
not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will
be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been
prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or
warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the
contents of this Presentation .
This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the
contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements
regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such
forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions
that are difficult to predict . These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the
economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to
successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and
advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other
risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in
or implied by this Presentation . The Company assumes no obligation to update any forward-looking information contained in this Presentation .
Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the
Company is not responsible for such third-party statements and projections .
Building Forward with Grit
https://youtu.be/tPlRWAb6BAo?si=ytrYpn8IKz8we6GD
Please click here for the Video: https://youtu.be/tPlRWAb6BAo?si=ytrYpn8IKz8we6GD
Q2 Highlights
WRAP & CARRY
FINANCIAL PERFORMANCE
Interleaving paper for Reliance's solar
Revenue ₹124.04 Cr, up 64% YoY;
glass facility, India's largest; exports held
EBITDA margin 14.2%, up from 6.1%.
at 30% of sales .
flexC BASE
FOOD SERVICE
Europe pilot trials completed, 500+
Revenue ₹18.77 Cr, up 19% YoY
tonnes a month already selling ahead of
paper machine 4.
PROJECT JAGRITI
Recovery boiler, power boiler and turbine
started up in October; paper machine 4
start -up in December
Pakka 2.0
STRENGTHEN THE CORE COMMERCIALISE HIGHER -VALUE PRODUCTS
Stabilise Project Jagriti and improve Scale flexC base and speciality papers through
operational efficiency. customer adoption.
SCALE ASSET -LIGHT CAPITAL DISCIPLINE & PROFITABLE GROWTH
Expand CHUK through partners and wider Strengthen cash generation and deliver
market reach. sustainable returns on capital.
Business
Performance
Q2FY27 Key Financial Performance
(₹ Cr)
Revenue EBITDA & EBITDA Margin (%)*
124.0
14.2%
17.6
75.8
6.1%
Q2FY26 Q2FY27 Q2FY26 Q2FY27
Reported PBT & PBT Margin (%) Adjusted PBT & PBT Margins #
3.4%
7.2%
0.5%
0.5%
0.4 0.4
Q2FY26 Q2FY27 Q2FY26 Q2FY27
Standalone. *EBITDA excludes other income. #Adjusted PBT is before the one -time loss of ₹4.7 Cr on disposal of property, plant a nd equipment.
H1FY27 Key Financial Performance
(₹ Cr)
Revenue EBITDA & EBITDA Margin (%)*
241.2 13.7%
10.3%
158.1 33.0
16.2
H1FY26 H1FY27 H1FY26 H1FY27
Reported PBT & PBT Margin (%) Adjusted PBT & PBT Margins #
5.4% 7.3%
4.4%
4.4%
17.7
13.0
H1FY26 H1FY27 H1FY26 H1FY27
Standalone. *EBITDA excludes other income. #Adjusted PBT is before the one -time loss of ₹4.7 Cr on disposal of property, plant a nd equipment.
Towards higher margins: we have done this before
(₹ Cr)
EBITDA (₹ Cr)*
14.20%
24.50%
13.20%
10.00%
Average EBITDA margin
Global specialty paper: ~14%
25.90
Global food-service packaging: ~15%
17.60
15.40
Q2 margin is back in line with
global peers; our best quarter was
well above them.
10.20
Q1FY24 Q4FY26 Q1FY27 Q2FY27
Peer averages: simple average of the latest full -year consolidated EBITDA margin from company reports. Specialty paper: Ahlstrom , Nordic Paper (FY24), Mondi, UPM Specialty Papers, Sappi (FY Sep -25). Food-service packaging: Huhtamaki, Graphic Packaging, Pac tiv Evergreen (FY24), FP Corporation (FY Mar -26),
*EBITDA excludes other income
SCG Packaging. Peer EBITDA as reported (underlying or adjusted where given). Pakka EBITDA excludes other income.
Wrap & Carry
Q2 Wrap & Carry: Financial Performance
(₹ Cr)
Revenue PBT (INR Cr) & PBT Margin (%)*
105.28
9.6%
2.4%
10.11
60.06
1.46
Q2FY26 Q2FY27 Q2FY26 Q2FY27
Volumes in Tonnes
10,722
7,659
Q2FY26 Q2FY27 11
Wrap & Carry: Key Highlights
Exports
New segment
Interleaving deal with Reliance, India's Maintaining export percentage of 30% in
biggest facility for solar glass spite of geopolitical challenges
Realisation
Pulp
Increase in NSR, Q2 versus Q2 Better contribution of pulp sale due to
last year. innovative dry pulp
Food Service
Q2 Food Service: Financial Performance
(₹ Cr)
Revenue Reported PBT
18.77
Q2FY26 Q2FY27
15.76
(1.06)
(1.20)
Q2FY26 Q2FY27
Food Service: Key Highlights
EXPANDING DISTRIBUTION GROWING FOOD SERVICE BUSINESS
Adding new accounts and deepening
Presence across modern trade,
engagements.
e-commerce and institutional channels.
STRONGER BRAND VISIBILITY BROADER PRODUCT PORTFOLIO
Building consumer recall through targeted New formats for everyday and on -the-go
marketing and partnerships. consumption.
H1 FY27 updates on Food Service
New Cities Added Key Customers Added
H1 Revenue Growth New Products
35 new cities 6 new customers
26 % YoY 10 added
vs last year added compared to last year
Project Jagriti
Project
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