Knack Packaging Q2 & H1 FY27 Earnings Call Transcript Released
Knack Packaging reported its highest ever quarterly revenue in Q2 FY27, with consolidated revenue up 52.5% YoY to ₹294.76 crore. EBITDA rose 29.9% to ₹49.77 crore. H1 FY27 revenue grew 47.2% to ₹569.11 crore. The company secured a 3-year contract renewal worth ₹150 crore annually from an international client. Margin pressures are expected to ease from Q3 FY27.
The announcement includes significant financial performance metrics, a major contract renewal, and strategic business updates, which are material information for investors and stakeholders.
The company reported strong revenue growth, highest ever quarterly revenue, and secured a significant contract renewal. Despite margin pressures due to industry-wide cost increases, the outlook for margin recovery from Q3 FY27 is positive.
Knack Packaging Limited has released the transcript of their Q2 & H1 FY27 Earnings Conference Call, which was held on October 28, 2026. The call covered the unaudited financial results for the second quarter and half-year ended September 30, 2026.
During the call, the management highlighted a strong Q2 FY27 performance, with the company achieving its highest ever quarterly revenue. Consolidated revenue from operations increased by 52.5% year-on-year to ₹294.76 crore. EBITDA rose by 29.9% to ₹49.77 crore, though the EBITDA margin saw a slight decline to 16.35% from 19.25% in the previous year, attributed to industry-wide cost pressures from rising input material (polypropylene) and freight costs due to geopolitical disruptions. Profit After Tax (PAT) grew by 21.2% to ₹25.02 crore.
For the half-year ended September 30, 2026 (H1 FY27), consolidated revenue from operations increased by 47.2% to ₹569.11 crore. EBITDA grew by 41.5% to ₹108.94 crore, with an EBITDA margin of 19.14%. PAT for H1 FY27 was ₹55.55 crore, up 34.5%. The company also noted a strengthening balance sheet, with the debt-to-equity ratio improving to 0.26 times.
The management discussed strategies to mitigate cost pressures, including price revisions with customers expected to reflect from Q3 FY27 onwards. Key growth drivers identified include product innovation, an integrated manufacturing facility, and strong customer relationships, with the company serving over 2,040 customers and exporting to 75 countries.
An important update shared was a new order and a 3-year contract renewal worth approximately ₹150 crore per year from an international customer in the pet food and animal nutrition packaging sector, announced on October 2, 2026. The company is also focusing on profitable growth, restoring EBITDA margins, increasing value-added products, and cost control. The Sayem Knack JV in Mexico is being scaled up towards breakeven.
Discussions also covered plant utilization (around 90-91%), capacity expansion plans, and the increasing focus on pinch-bottom bags, which contribute significantly to revenue and offer better margins. The management expects Q3 FY27 to show significant recovery in gross margins as pricing adjustments take full effect.
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