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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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 [Showing first 8,000 characters — download PDF for full document]