Pakka Limited reports Q2 FY26 financial results, outlines growth initiatives & Guatemala project progress
Pakka Limited released Q2 FY26 results showing revenue decline in flexible packaging but growth in American business. The company highlighted B2C growth, new product launches, and progress on the USD $55 million Guatemala moulded products project.
The announcement provides detailed quarterly financial results for both flexible packaging and American business, which are important for investors. Additionally, it outlines significant strategic initiatives, including B2C expansion, new product pipelines, and the substantial USD $55 million Guatemala project with clear timelines, indicating future growth potential and capital expenditure.
While the flexible packaging segment saw a decline in revenue and PBT, the American business showed revenue growth. The company reported positive developments in B2C sales and new product launches, alongside significant progress and funding for the Guatemala project, balancing the negative financial results of one segment.
* PAKKA Limited announced its financial performance for the second quarter and half year ended 30th September 2025, presented during an Investor Call held on 11th November 2025. * Financial Performance (Q2 FY26) - Flexible Packaging: * Revenue stood at ₹78.39 crore, down from ₹115.97 crore in Q2 FY25 and ₹84.26 crore in Q1 FY26. * Profit Before Tax (PBT) was ₹0.40 crore, a significant decrease from ₹21.66 crore in Q2 FY25 and ₹6.54 crore in Q1 FY26. * Financial Performance (Q2 FY26) - American Business: * Revenue increased to ₹15.74 crore, up from ₹13.81 crore in Q2 FY25 and ₹13.77 crore in Q1 FY26. * PBT was a loss of -₹1.06 crore, compared to a profit of ₹0.75 crore in Q2 FY25 and a loss of -₹0.61 crore in Q1 FY26. * Business Highlights: * B2C revenue doubled in the last six months from ₹40 lakh to ₹80 lakh. * B2C sales channels are planned to increase from 3 to 10 in the next six months, including online and physical retail. * New key accounts like IRCTC were secured during the quarter. * High-margin products were added to boost revenue and profitability. * Product Highlights: * Successful launch of clamshells with over ₹20 lakh sales in the first month. * The company plans to double its product portfolio in the second half of the fiscal year. * New products for Q3 include delivery containers, meal trays, and ancillary products. * Leak Proof Delivery Containers are slated for launch in Q4. * Guatemala Moulded Products Project (KAWOK STAGE): * Total investment is USD $55 million (approximately ₹458 crore). * Projected stabilized turnover of USD $36 million (approximately ₹300 crore) and EBITDA of USD $12 million (approximately ₹100 crore) by 2028. * PAKKA will invest USD $16.5 million (approximately ₹137 crore) in equity, with USD $8 million already invested. * USD $38.5 million (approximately ₹320 crore) debt financing is under Letter of Intent, with due diligence starting in December 2025. * Project Timelines for Moulded Products (MP) Project: * Staff selection and basic/detailed design in Q4 FY25. * Construction permits and equipment procurement in Q1 FY26. * Equipment delivery and plant construction in Q2 FY26. * Operational readiness in Q3 FY26. * Commissioning in Q4 FY26. * Project closeout in Q1 FY27. * Q2 FY26 Progress & Q3 FY26 Commitments: * Rationalization of food carry division and food services supply chain completed. * Project Jagriti optimized for commissioning by July 2026. * Q3 FY26 commitments include launching new delivery ranges, product rationalization for wrap and carry, finalizing India CEO and Innovations Lead, building flexi structures, and accelerating the moulded fibre project in Guatemala.
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