NSEAnalysts/Institutional Investor Meet/Con. Call Updates13 Aug 2026 · 13 Aug 2026, 04:50 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Knack Packaging Limited · KNACK

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Knack Packaging Limited has submitted the transcript of its Q1 FY27 Earnings Conference Call, which was held on August 10, 2026. The company discussed its business, highlighting its differentiated position as a leading integrated, innovation-oriented, export-led, and sustainable-oriented packaging solution provider.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact8/10
Market Sentiment6/10

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Knack Packaging Limited has informed the Exchange about Transcript

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KNACK_6101_13082026165006_Transcript.pdf

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Date: 13/08/2026 To, To, BSE Limited National Stock Exchange of India Ltd Corporate Relationship Department, Exchange Plaza 5th Floor, Plot no. C/1, 25th Floor, P J Towers, Dalal Street, G Block, Bandra Kurla Complex, Fort, Mumbai – 400001 Bandra (East), Mumbai – 400051 SECURITY CODE NO. 544814 SECURITY CODE NO. KNACK Dear Sir/ Madam, Subject: Transcript of the Q1 FY27 Earnings Conference Call Dear Sir/Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are hereby submitting transcript of the Q1 FY27 Earnings Conference Call. The same is also uploaded on the website of the Company at: https://knackpackaging.com/investor-relations.php You are requested to take note of the same. Thanking you, Yours faithfully, For Knack Packaging Limited Pravinkumar Ambalal Patel Whole-Time Director (DIN.: 06468752) “Knack Packaging Limited Q1 FY27 Earnings Conference Call” August 10, 2026 E&OE: THIS TRANSCRIPT IS EDITED FOR FACTUAL ERRORS. IN CASE OF DISCREPANCY, THE AUDIO RECORDINGS UPLOADED ON THE STOCK EXCHANGE ON AUGUST 11TH, 2026, WILL PREVAIL MANAGEMENT: MR. ALPESH TULSIBHAI PATEL – CHAIRMAN & MANAGING DIRECTOR – KNACK PACKAGING LIMITED DR. AJAY KUMAR DUBEY – CHIEF FINANCIAL OFFICER – KNACK PACKAGING LIMITED Page 1 of 15 Knack Packaging Limited August 10, 2026 Moderator: Ladies and gentlemen, good day and welcome to Knack Packaging Limited Earnings Conference Call Q1 FY27. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. Before we get started, I would like to point out that some statements made or discussed on today's call may be forward-looking in nature and must be viewed in conjunction with the risks and uncertainties that we face. The company does not undertake to update these forward-looking statements publicly. I now hand the conference over to Mr. Alpesh Tulsibhai Patel, Chairman and Managing Director from Knack Packaging. Thank you, and over to you, Mr. Patel. Alpesh Patel: Good afternoon to everyone. It gives me immense pleasure to welcome all our stakeholders, analysts, investors, and members of the investment community to Knack Packaging Limited's first ever earnings conference call, following our successful listing on the National Stock Exchange and the BSE. On behalf of the Board of Directors and the entire Knack Packaging family, I sincerely thank each one of you for the confidence and the trust you have placed in our company. Listing on the Indian capital market is an important milestone in our journey. While it is a significant achievement, we view it not as a destination, but as the beginning of the much larger journey. Since this is our first earnings call, I would like to spend a few minutes introducing our business and sharing what makes Knack Packaging a differentiated company. Knack Packaging is one of the leading integrated, innovation-oriented, export-led, and sustainable-oriented packaging solution provider, offering a diverse range of packaging solutions including printed and laminated woven polypropylene bags named as PLWPP and PLWPP Pinch-Bottom Bags that are customized, high-strength packaging solutions for a wide range of sectors, including food products and pet food. As an early mover in the industry, we have built over 30 years of experience and today stands as one of the industry's leading player across the globe. Our solutions enhance brand visibility on packaging, reduce the risk of counterfeiting, and improve the operational performance. We offer a comprehensive portfolio of bulk packaging solutions developed over more than three decades through continuous technological innovation and deep industry expertise. Our value proposition extends beyond core packaging product to include a wide range of customized add-on solutions such as circular and back seam construction, half, full and registered window, zig-zag cut, heat cuts, and blade cuts. This breadth of offering enables us deliver tailored packaging solutions, positioning us as one-stop partner for our customers. Page 2 of 15 Knack Packaging Limited August 10, 2026 Our differentiation was not built overnight. Since in 2004, we identified a gap in the market. While brands invested heavily in the look and feel for small retail packs, there was a very limited scope to present a brand identity on bulk industrial packaging from 5 kg to 50 kg packaging. We spent close to two years on R&D and become first company in India to introduce typical printed bags that carry the same branding up to 50 kg bulk packs as on smaller consumer packs. This head start has translated into a genuine first mover advantage. Due to our expertise, today we serve leading companies from industries such as rice, dal, lentils, flour and spices, sugar, salt, fruit and nuts, animal and pet food, agriculture, seeds, charcoal, detergent powder and granules, fertilizer, chemical, etc. in both international and domestic markets. One of the core strength of our business is our integrated manufacturing model. Our capabilities span the complete value chain from tape extrusion to weaving, to gravure printing, to lamination, and final bag conversion. This integration gives us a greater control over quality, turnaround time, manufacturing efficiency, while allowing us to offer customized solutions to our customers. We are currently operating at more than 48,000 metric ton per annum capacity with our including rented facilities and translating into an approximately 91% capacity utilization. This reflects healthy utilization level for our operations and demonstrate efficient use of our manufacturing capacity while providing a strong foundation to support future growth. Innovation is one of our strengths. We cater to the companies who willing to invest in brand in packaging as a strategic differentiator. We continue to invest in new product development and leverage our first mover advantage across multiple product categories. Strong and deep customer relationship is reflected in our customer retention ratio which is as high as 90%. This is not accidental . It is built over a four key pillars that define our approach to customer service, quality, commitment, responsiveness, and transparency. We are committed to deliver high quality products, ensuring on-time deliveries, and responding promptly to customers' requirement and queries. Through our digital portal named Knack Galaxy, customers have easy access to product information, order-related updates, and other relevant details enabling greater transparency, seamless communication. Together, these pillars have helped us build long-term customer relationship, consistently earn their trust. Because our packaging incorporate proprietary color formulations and SOP that we do not disclose, any deviation in quality when a brand change packaging vendor can be immediately visible to the end consumer and may adversely affect brand perfection and reputation. Importantly, packaging typically represents less than 1% to 2% of our customer's end product price, making it relatively small investment compared with the significant role it plays in product presentation, shelf appeal, and consumer perception. Packaging is often first physical touchpoint between brand and the consumer and can materially influence purchase decision, particularly in high competitive categories. Page 3 of 15 Knack Packaging Limited August 10, 2026 Consequently, customers have a strong incentive to maintain consistent packaging quality once a packaging supplier has demonstrated reliability, consistency, and understanding of the brand's requirement. We are present in both domestic and international market, with our interna [Showing first 8,000 characters — download PDF for full document]