Analysts/Institutional Investor Meet/Con. Call Updates

7/Govt/SE/2026-27/0041 25th August, 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 Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Transcript of Investors’ Conference Call for the first quarter ended 30th June, 2026. Dear Sir / Madam, Pursuant to Regulation 30 read with sub-paragraph 15(b) of Para A, Part A of Schedule III, and Regulation 46(2)(oa) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended (“SEBI Listing Regulations”), please find enclosed herewith the transcript of the Investors’ Conference Call held on Tuesday, 18th August, 2026 at 04:00 p.m. (IST), wherein the management discussed the financial performance of the Company for the first quarter ended 30th June, 2026. In compliance with the aforesaid Regulations, the transcript of the said conference call has also been made available on the website of the Company at https://pakka.com/. We request you to kindly take the above information on record. Thanking you, Yours faithfully, for Pakka Limited Sachin Kumar Srivastava Company Secretary & Corporate Finance Head Encl: Transcript of Investors’ Conference Call 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 PAKKA LIMITED | Q1 FY2026–27 EARNINGS CALL TRANSCRIPT Pakka Limited Q1 FY2026–27 Earnings Conference Call Transcript 18 August 2026 | 10:32 a.m. IST | Duration: 1 hour 31 minutes Management Participants Name Designation Ved Krishna Group Lead Himanshu Kapoor Non-Independent, Non-Executive Director Mayank Jindal Manufacturing Business Head Shubham Tibrewal Food Services Business Head Manoj Kumar Maurya Finance Head Sachin Kumar Srivastava Company Secretary & Corporate Finance Head Pranay Pasricha Brand and Marketing Head and Call Moderator Important Notice This transcript is an edited record of Pakka Limited’s earnings conference call for the quarter ended 30 June 2026. It has been prepared from the call recording and edited solely for clarity and readability. Verbal fillers, repetitions, false starts, inaudible cross-talk and obvious transcription artefacts have been removed, and grammar and sentence structure have been corrected where necessary. These editorial changes are not intended to alter the substance, context or meaning of any question, response, financial figure, guidance or forward-looking statement. This transcript should be read together with the audio recording, investor presentation, unaudited financial results, notes and other disclosures filed with the stock exchanges. In the event of any inconsistency, the disclosures filed with the stock exchanges shall prevail. Certain statements in this transcript may be forward-looking and are based on management’s current expectations, assumptions and estimates. Actual results may differ materially due to risks and uncertainties, including economic, market, regulatory, financing, project-execution, product-development and customer- acceptance factors. The Company undertakes no obligation to update or revise such statements except as required under applicable law. Pakka Limited | Q1 FY2026–27 Earnings Call Transcript | Page 1 of 17 PAKKA LIMITED | Q1 FY2026–27 EARNINGS CALL TRANSCRIPT Transcript Sachin Kumar Srivastava 0:05 Good evening, ladies and gentlemen. A warm welcome to the shareholders, investors, analysts and other participants joining Pakka Limited’s investor call to discuss the financial and operational performance for the quarter ending 30 June 2026. I now handover to Pranay to introduce the management team. Pranay Pasricha 0:28 Good afternoon, everyone. Pranay Pasricha 0:47 I request everyone to remain on mute until the question-and-answer session, when participants will be invited to unmute. On behalf of the entire team, I extend a warm welcome to all our shareholders and stakeholders and thank you for joining our Q1 FY2026–27 investor call. Before we begin, let me introduce our leadership team: Mr. Ved Krishna, Group Lead; Mr. Himanshu Kapoor, Non-Independent, Non-Executive Director; Mr. Mayank Jindal, Manufacturing Business Head; Mr. Shubham Tibrewal, Food Services Business Head; Mr. Manoj Kumar Maurya, Finance Head; and Mr. Sachin Kumar Srivastava, Company Secretary & Corporate Finance Head. I am Pranay, Brand and Marketing Head at Pakka Limited. Pranay Pasricha 1:51 I will now share the presentation. We will begin with a brief showcase of our newly launched delivery containers, which many of you have been awaiting. I now hand over to Ved to present the key highlights for the first quarter. Ved Krishna 3:28 Namaskar, everyone. Thank you for joining us. Please proceed, Pranay. Ved Krishna 3:35 We are pleased to report our highest-ever quarterly revenue. Our focus is to build on this performance while continuing to improve profitability. Funding for Project Jagriti has been completed, the project is back on track, and we expect to commission the machine within the next few months. The Food Services business has also made significant progress. We have established a strong outsourcing model, with approximately five to six partners commencing production for us. As we progressively scale this model, we expect it to support both revenue growth and profitability. We have also completed multiple customer trials for our delivery containers and are ordering the first facility, including the required coating system. We expect this facility to be in place by the time of our next investor call. Ved Krishna 4:58 Pilot trials for the flexC base paper to be produced on PM4 are underway. We expect to complete these trials within the next two months, followed by a soft launch. Pranay Pasricha 5:08 Over to Mayank, sir, to take us through financial performance. Mayank Jindal 5:25 Good afternoon, everyone. As Ved mentioned, the first quarter has been strong, and several performance records have been surpassed. Revenue increased by 42% compared with Q1 of the previous financial year and by 14% compared with the preceding quarter. Mayank Jindal 5:45 EBITDA increased by 31% year-on-year and 36% quarter-on-quarter, while PBT increased by 34% and 59%, respectively. In the Wrap & Carry business, revenue was ₹101.14 crore, representing growth of 43% over the corresponding quarter of the previous year and 15% over the preceding quarter. PBT increased by 45% year-on- year. Mayank Jindal 6:31 Wrap & Carry PBT was 16% lower sequentially, primarily due to costs paid to bankers during the quarter; operationally, the business performed better. Our principal challenges are the start-up of PM4, which is expected around the end of October or in November; market acceptance of products manufactured on PM4; the continuing Middle East situation, which is affecting exports; and the high financing cost associated with Project Jagriti. We remain focused on addressing each of these challenges. PAKKA LIMITED | Q1 FY2026–27 EARNINGS CALL TRANSCRIPT Mayank Jindal 7:35 Project execution is now at an advanced stage, with more than 85% of the major equipment work completed. The machine is taking shape, as reflected in the progress shown in the presentation. We are confident of starting the machine by the end of October and reeling out paper in November. The Power Boiler and Recovery Boiler, which form part of Project Jagriti, is also at an advanced stage, and steam trials have been completed. Start-up is targeted for the end of August or the first week of September. For PM4, we are planning laboratory and pilot trials in Europe and expecting customer-ready samples from [Showing first 8,000 characters — download PDF for full document]