Pakka Ltd · NSE:PAKKA
Pakka — Investor Presentation (July 2023)
26 slides from Pakka's investor presentation, Jul 10, 2023
Slide 1: BSE Acknowledgement
Date & Time of Download : 10/07/2023 21:09:24 BSE ACKNOWLEDGEMENT Acknowledgement Number 5827649 Date and Time of Submission 7/10/2023 9:09:02 PM Scripcode and Company Name 516030 - Pakka Ltd Subject / Compliance Regulation Announcement under Regulation 30 (LODR)-Investor Presentation Submitted By S
Slide 2: Analyst Meet Presentation filing letter to BSE
7/Govt/BSE/2023-24/0002 10th July, 2023 BSE Limited Department of Corporate Service Phiroze Jeejeebhoy Towers Dalal Street Mumbai - 400 001 Fax No. (022) 22722061, 41, 39, 37 Scrip Code: 516030 Trading Symbol: YASHPAKKA (Changing to “PAKKA” in terms of BSE Notice No. 20230707-11 dated July 07, 2023
Slide 3: Pakka - Packaging with a Soul
Slide 4: -/-
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Slide 5: An Unprecedented Opportunity
AN UNPRECEDENTED OPPORTUNITY Make significant gains while contributing towards a positive ecological impact Packaging with a Sout
Slide 6: Global Food Packaging Market Share, By Application, 2022
Global Food Packaging Market Share, By Application, 2022 Source: Grand View Research
Slide 7: Pakka Products
PAKKA PRODUCTS FOOD PACKAGING FOOD CARRY FOOD SERVICES Compostable paper based flexible Compostable Mineral based film Compostable moulded pulp based materials pellets materials OPAKKA sackaging with a Soul
Slide 8: Process Efficacy
PROCESS EFFICACY Fuel Bagasse Pith Chemical Recovery Fine particles removed and used Effluents from cooking as fuel to produce steam and taken to regenerate 95% energy recovery and energy — Sugarcane Bagasse Pulp purchased from sugar created using effective companies on long term methods honed over
Slide 9: Growth Plan for Scale and Impact
GROWTH PLAN FOR SCALE AND IMPACT Expand Ayodhya Site 175 TPD Bagasse pulp 100 TPD flexible packaging 50 TPD Mineral bag pellets 120 TPD Bag Papers. 20 TPD market pulp/ moulded products Turnover Potential- $200m Build Site 2 (Guatemala) 400 TPD bagasse pulp 200 TPD flexible packaging 100 TPD mineral
Slide 10: Market Coverage
MARKET COVERAGE STRATEGIC GLOBAL LOCATIONS
Slide 11: Building Pakka North America
BUILDING PAKKA NORTH AMERICA $250M Project Equity US$ 100M Debt US$ 150M © © ¢ Late 2023 2024-26 2024 Capital arrangement Setting up of Pakka sets foothold in NA offtake finalisation Guatemala manufacturing food services space through roadmap creation outsourcing DIZ 2025 2026 Set up co-manufacturin
Slide 12: Setting New Benchmarks
SETTING NEW BENCHMARKS Industry's highest profit margins Top 50 Best Workplaces in Manufacturing Great Place to Work 2022-23 Asia's first listed BCorp @ Top 3 among 189 global suppliers with least CO, footprint (Amazon Study 2022) World's lowest cost producer (AFRY Study 2022) ail World's first Comp
Slide 13: One Team - Infinite Possibilities
ONE TEAM - INFINITE POSSIBILITIES Dr Ramjee Subramanium Eduardo Estrada Jagdeep Hira Satish ChamyVelumani Innovations Head ‘Americas Business Head India Business Head Compostables Business Head Ved Krishna Strategy Head Margaret Lydecker Himanshu Kapoor Neetika Suryavanshi Zuby Ahmad ¢ PAKKA Brand &
Slide 14: Why Should You Invest in Us?
WHY SHOULD YOU INVEST IN US? Consistent Global Strong Performance Aspirations Innovation Pipeline EBIDTA - 23% As subsidiaries of Patented RoCE - 32% Pakka Limited Solutions Absolute Able Team Transparency and Culture Performance and diversity across organisation Regular Investor calls and updates O
Slide 15: Awards & Recognition - Planet
AWARDS & RECOGNITION - PLANET Ci NEN National Award for Excellence in Water 1st Prize for Energy Conservation in Management in 2022. “Pulp & Paper Sector in Uttar Pradesh” Confederation of Indian Industry UPNEDA OPAKKA Packaging with a Soul
Slide 16: Awards & Recognition - People
AWARDS & RECOGNITION - PEOPLE Best ; Workplaces Top 50 in Manufacturing India’s Best Workplaces In Manufacturing 2023 OPAKKA
Slide 17: Awards & Recognition - Performance
AWARDS & RECOGNITION - PERFORMANCE Certified Ee Corporation Z™ GOOD NZ DESIGN Z reddot design award INDIA =| MDESIGN = esicn EXCELLENCE OPAKKA
Slide 18: International Footprint
INTERNATIONAL FOOTPRINT
Slide 19: Time Tested Customer Relationships
TIME TESTED CUSTOMER RELATIONSHIPS Food Food Food Packaging Service : + ee ys) tap Scare. DEVYANI TATA 7 2 Huntamaki (0.69) Bbigbasket Detpak Es ly
Slide 20: Export Growth
EXPORTS 30% 25% 20% 15% 10% 5% 0% Export Growth FY19 FY20 FY21 Fy22 FY23 a VV esters unmnesea
Slide 21: Top Line
TOP LINE Net Revenue (In Cr.) FY19 FY20 FY21 FY22 FY23 OPAKKA Packaging with a Sout
Slide 22: Bottom Line
BOTTOM LINE PBT (In Cr.) FY19 FY20 FY21 FY22 FY23 OPAKKA Packaging with a Sout
Slide 23: EBITDA
EBITDA 100 EBIDTA (In Cr.) FY19 FY20 FY21 FY22 FY23 OPAKKA Packaging with a Sout
Slide 24: Key Projects
KEY PROJECTS PM #3 Upgrade New PM #4 Pulp Mill Chemical Recovery 7OTPD -> 80 TPD 100 TPD 135 TPD -> 170 TPD Retrofit High strength MG Kraft MF with off-line coater 120 TPD ECF Bleached 140 - 200 TDS Wrapping and packing © New Power Plant ETP/RO & Water System Plant Infra Upgrade 10 MW Upgrade F/wate
Slide 25: We Look Forward To
WE LOOK FORWARD TO Projection FY23 FY24 FY26
Slide 26: Packaging with a Soul
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