Pakka Ltd · NSE:PAKKA
Pakka — Q4 FY2026 Earnings Presentation
26 slides from Pakka's earnings presentation, Jun 2, 2026
Slide 1: BSE Acknowledgement
Date & Time of Download : 02/06/2026 11:47:20 BSE ACKNOWLEDGEMENT Acknowledgement Number 13197486 Date and Time of Submission 6/2/2026 11:46:09 AM Scripcode and Company Name 516030 - Pakka Ltd- Subject / Compliance Regulation Announcement under Regulation 30 (LODR)-Investor Presentation Submitted By
Slide 2: NSE Acknowledgement
Date of 02-Jun-2026 NSE Acknowledgement Symbol:- PAKKA Name of the Company: - PAKKA LIMITED Submission Type:- Announcements Short Description:- Investor Presentation Date of Submission:- 02-Jun-2026 11:42:52 AM NEAPS App. No:- 2026/Jun/380349/1072 Type:- Disclaimer : We hereby acknowledge receipt of
Slide 3: Cover letter to stock exchanges: Investor Presentation Q4 FY26
7/Govt/SE/2026-27/0021 2nd June, 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
Slide 4: Investor Call – Q4 FY 2025-26
&PAKKA Packaging with a Soul INVESTOR CALL - Q4 FY 2025-26
Slide 5: 2025-26 Learnings
2025 -26 LEARNINGS 1 2 3 4 5 Effectiveness in Improved project Product Better resource Team solidity funding execution development speed utilisation
Slide 6: India Business Performance
INDIA BUSINESS PERFORMANCE OPAKKA
Slide 7: Financial Performance – Q4 FY-26
FINANCIAL PERFORMANCE – Q4 ’ FY -26 REVENUE PBT 104.49 Cr . 5.52 Cr. vs 96.21 Cr. in Q4’ FY-25 vs 12.16Cr. in Q4’ FY-25 vs 99.64 Cr. In Q3’ FY-26 vs 12.75Cr. In Q3’ FY-26 8% Q4’ FY -25 55 % Q4' FY -25 4% Q3’ FY -26 57% Q3' FY -26
Slide 8: Financial Performance – FY-26
FINANCIAL PERFORMANCE – FY -26 REVENUE PBT 366.78 Cr . 25.20 Cr. vs 423.17 Cr. in FY-25 vs 67.15Cr. in FY-25 13 % Q4’ FY -25 62 % FY -25
Slide 9: Wrap & Carry
WRAP & CARRY OPAKKA
Slide 10: Financial Performance – Q4 FY-26
FINANCIAL PERFORMANCE – Q4 ’ FY -26 REVENUE PBT 87.61 Cr . 12.42 Cr. vs 84.63 Cr. in Q4’ FY-25 vs 14.84 Cr. in Q4’ FY-25 vs 82.80 Cr. In Q3’ FY-26 vs 15.02 Cr. In Q3’ FY-26 4% Q4’ FY -25 16% Q4' FY -25 6% Q3’ FY -26 17% Q3' FY -26
Slide 11: Financial Performance – FY-26
FINANCIAL PERFORMANCE – FY -26 REVENUE PBT 303.54 Cr . 36.05 Cr. vs 366.56 Cr. in FY-25 vs 71.74Cr. In FY-25 17% FY -25 50 % FY -25
Slide 12: Challenges and Way Forward
CHALLENGES WAY FORWARD PM3 OUTAGE PRICING PM3 EFFICIENCY 40 Days shut for New entrants Modification in June -26 Cost Optimization modification Production up 10 TPD Ramp -up OGR to 500 11 Cr. 16 Cr. TPD Launch new grades 8 Cr. Product Mix – Higher contribution in PM1 & PM2
Slide 13: Food Services
FOOD SERVICES OPAKKA
Slide 14: Financial Performance – Q4 FY-26
FINANCIAL PERFORMANCE – Q4’ FY -26 REVENUE PBT 16.87 Cr. -6.91 Cr. 46% -2.68 Cr. vs 11.58 Cr. (Q4’ FY -25) Q4’ FY -25 ~ -2.26 Cr. vs 16.84 Cr. (Q3’ FY -26) Q3’ FY -26
Slide 15: Financial Performance – FY-26
FINANCIAL PERFORMANCE – FY -26 REVENUE PBT 63.23 Cr. -10.84 Cr. 12% -4.58 Cr. vs 56.65 Cr. (FY -25) FY -25
Slide 16: The Year in Brief
THE YEAR IN BRIEF +500 MT +₹8 Cr 25+ 2.5x NEW CITIES & HIGHER VOLUME REVENUE ADDED B2C REVENUE ADDED CHANNELS Net revenue grew from Volume grew from ~2,600 Net revenue grew from Footprint expanded ₹2.5cr to ₹6.5cr —new MT to ~3,100 MT —our ₹55 Cr to ₹63 Cr — across new geographies channels, new SKUs
Slide 17: Why Losses Are Elevated
WHY LOSSES ARE ELEVATED Revenue grew —but the reported loss is larger. The drivers are well understood and largely one -time or plant - related, not core demand. MANUFACTURING / PLANT (3 Cr.) ONE -OFF & NON -CASH ITEMS (3 Cr.) In-house production currently carries a higher Clearance of old / slow -m
Slide 18: Our Plan of Action
OUR PLAN OF ACTION GROW B2B SCALE B2C ASSET -LIGHT COGS DIVERSIFY & EXPORT New cities & More retail touchpoints Scale via outsourcing New product categories geographies (+25 key partners cities this year) Delivery range & More resellers & Quick -commerce & e - Add to P&L without cutlery distributors
Slide 19: Innovation Highlights
INNOVATION HIGHLIGHTS Base paper pilot NM flexibles pilot Delivery commercialization Ayodhya lab & team July 2026 July 2026 (Phase 1) strengthening August 2026 July 2026
Slide 20: Funding Efficacy
FUNDING EFFICACY OPAKKA
Slide 21: Major Contours
MAJOR CONTOURS THE REFINANCING REVISED TERMS FACILITY DRAWN SECURITY Neo group replaces existing 4-month moratorium, then NCD – Rs 500 Crores First charge on fixed assets; banks 12% for next 20 months (was second charge on current 10.5%) assets No principal repayment for Neos equity – Rs 30 Crores 1
Slide 22: Project Progress
PROJECT PROGRESS OPAKKA
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Slide 24: FY-27 Plan
FY 26 -27 PLAN Effective commissioning of Project Jagriti Build asset light model Transformation of food service business Build delivery range and flexC Effective cost optimization
Slide 25: Thank You!
THANK YOU! oO PAKKA Packaging with a Soul
Slide 26: Disclaimer
Disclaimer This presentation has been prepared by Pakka Limited (the “Company”) and contains general background information about the Company’s activities and financial results for the third quarter of FY 26 , as of the date of this presentation . The information in this presentation is provided in