Pakka Ltd
Pakka Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company aims to capture 15% market share in food services by 2028, roughly 680 crore revenue, with optimism about achieving this through gradual compounded growth (Page 42). - Expansion plans include Pan India footprint with manufacturing sites around the country for faster market access and asset-light scaling without heavy Capex (Page 13). - Food services revenue showed significant quarter-on-quarter growth (Q4 revenue 17 crore vs. EBITDA is expected to stabilize around 22-25% margins as efforts continue to improve operational efficiency (Page 39, 42).
From Pakka Ltd's Q4 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- The company aims to capture 15% market share in food services by 2028, roughly 680 crore revenue, with optimism about achieving this through gradual compounded growth (Page 42).
- Expansion plans include Pan India footprint with manufacturing sites around the country for faster market access and asset-light scaling without heavy Capex (Page 13).
- Food services revenue showed significant quarter-on-quarter growth (Q4 revenue 17 crore vs. 11.5 crore previous year) indicating positive momentum (Page 11, 12).
- The new plant's phased ramp-up expected to reach 60% production capacity by FY end and 75% next year, supporting volume growth (Page 35).
- Efforts to stabilize and increase production, introduce higher contribution product mix expected to boost volumes and revenue (Page 9, 30).
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Profitability & Margins
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Capital Expenditure Plans
- Construction and commissioning of a new paper machine PM4 at Ayodhya focused on specialty paper (Page 27, 29).
- Expansion of pulping capacity from 130 to 180 tons as part of the Jagriti project (Page 29).
- Phasing out of old machines at existing plants and building new capacity at outdoor sites to avoid business disruption (Page 30).
- Plans to establish a new innovation site closer to operations for faster application and commercialization (Page 16).
- Diversification into new product categories including a range of food services products (Page 13).
- Investment in R&D initiatives for metallized and non-metallized flexible packaging products, continuing innovation efforts (Page 36).
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Top-ranked in Paper, Forest & Jute Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Pakka Ltd — Quarterly revenue & net profit
Q4 FY26 figures are not in this chart yet. Latest shown: Dec 2025 (Q3 FY26). The Q4 FY26 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹97 Cr, net profit ₹7 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Pakka Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Pakka Ltd Q4 FY26 results?
The company aims to capture 15% market share in food services by 2028, roughly 680 crore revenue, with optimism about achieving this through gradual compounded growth (Page 42). - Expansion plans include Pan India footprint with manufacturing sites around the country for faster market access and asset-light scaling without heavy Capex (Page 13). - Food services revenue showed significant quarter-on-quarter growth (Q4 revenue 17 crore vs. EBITDA is expected to stabilize around 22-25% margins as efforts continue to improve operational efficiency (Page 39, 42).
What is Pakka Ltd share price analysis?
Pakka Ltd currently shows a neutral. The stock trades at a P/E of 25.7 with a market cap of ₹358 Cr. Investors should review the full earnings analysis for detailed insights.
Is Pakka Ltd planning capital expenditure?
Construction and commissioning of a new paper machine PM4 at Ayodhya focused on specialty paper (Page 27, 29).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.