Pakka Ltd.
NSE: PAKKA · Paper
Sector
Paper
Size band
Small cap
Market cap
414cr
P/E
15.4
ROE
15.6%
No price is shown on this page, live or delayed. It records what management said on the earnings call, and the company’s filings.
Measured against
Peer set
Paper & Forest Products · 9 measured at Q1 FY27 · financials via Screener| Company | Operating margin | Revenue growth |
|---|---|---|
| JK Paper Ltd. | 15.0% | 13.6% |
| West Coast Paper Mills Ltd. | 19.0% | 10.1% |
| Seshasayee Paper and Boards Ltd. | 9.0% | 27.8% |
| Andhra Paper Ltd. | 12.0% | 0.3% |
| NR Agarwal Industries Ltd. | 11.0% | 43.1% |
| Kuantum Papers Ltd. | 13.2% | 36.3% |
| Satia Industries Ltd. | 14.0% | −2.4% |
| Pakka Ltd. | 13.1% | 43.0% |
| Emami Paper Mills Ltd. | 15.0% | 21.7% |
| Orient Paper & Industries Ltd. | 3.5% | −4.5% |
What management said
18 statements on recordEarnings call · Q1 FY2026–27, quarter ended 30 June 2026 · 25 Aug 2026
- FY2026–27 revenue→approximately ₹500 crore· FY2026–27
“₹500 crore appears to be a reasonable revenue guidance, considering the growth in CHUK and PM4 coming into operation.”
- FY2026–27 EBITDA margin→about 18 or 19%· FY27
“definitely there is no doubt that the EBITDA margin should be about 18 or 19% on the total on the total sales which comes for FY27.”
- FY2026–27 effective tax rate→approximately 26%; may vary between approximately 26% and 28%· FY2026–27
“Accordingly, the effective tax rate is expected to be approximately 26%.”
- FY2026–27 effective tax rate→approximately 26% to 28%· FY2026–27
“The effective tax rate may vary between approximately 26% and 28% depending on tax adjustments, allowances, disallowances and the timing of certain interest payments.”
- PM4 project cost→approximately ₹753 crore
“The current total project cost is approximately ₹753 crore, and the project will add slightly more than 30,000 tonnes of annual capacity.”
- PM4 annual capacity addition→slightly more than 30,000 tonnes of annual capacity
“The current total project cost is approximately ₹753 crore, and the project will add slightly more than 30,000 tonnes of annual capacity.”
- PM4 commissioning / production start→start machine by end of October; reeling out paper in November· Q3 FY2026–27 / November 2026
“We are confident of starting the machine by the end of October and reeling out paper in November.”
- PM4 utilisation ramp-up→40%–50% initial months; 60%–70% following year; 80%–90% by 2028· initial months, following year, by 2028
“For the new plant, our financial projections assume utilisation of approximately 40%–50% during the initial months, 60%–70% in the following year, and stabilisation at approximately 80%–90% by 2028.”
- PM4 commercial production stabilisation→around January· January 2027
“Commercial production and supply to the market are therefore expected to stabilise around January.”
- Outsourced capacity→increase from approximately 300 tonnes per month to approximately 800–900 tonnes per month· over the coming quarters
“We intend to increase outsourced capacity from approximately 300 tonnes per month currently to approximately 800–900 tonnes per month over the coming quarters.”
- Food Services outsourced capacity addition→approximately 400 tonnes· over the next two quarters
“We expect to add approximately 400 tonnes of outsourced capacity over the next two quarters.”
- Food Services production mix→20% in-house, 80% outsourced· long run
“I would say as we grow, probably 20% in the long run will be in-house and the remaining 80% will be outsourced.”
- Food Services break-even→achieve break-even· FY2026–27
“Our objective for FY2026–27 is to reduce losses and achieve break-even.”
- Delivery-container facility capex→less than ₹2 crore· initial facility
“The initial facility is expected to require an investment of less than ₹2 crore.”
- Debt refinancing / retiring debt→approximately 16 to 18 months
“A reasonable timeframe for retiring the debt is approximately 16 to 18 months.”
- Debt refinancing timing→approximately one to one-and-a-half years
“we expect to refinance through banks within approximately one to one-and-a-half years, following stabilisation of the machine and improvement in the Company’s financial performance.”
- FY2026–27 finance charge to P&L→approximately ₹30 crore to ₹34 crore· FY2026–27
“The aggregate charge to the profit and loss account is expected to be approximately ₹30 crore to ₹34 crore.”
- FY2027–28 revenue→at least approximately ₹700 crore· FY2027–28
“If the existing business reaches approximately ₹450 crore, consolidated revenue could be at least approximately ₹700 crore in FY2027–28.”
Taken from management commentary on the company’s earnings call and quoted verbatim. These are statements of intent made by the company, not forecasts by Bharatstox, and nothing here records whether they were met.
No broadcast calls recorded.
We log calls made about a company on business television — Zee Business, CNBC Awaaz and NDTV Profit — as they are stated on air. Nothing is on record for Pakka Ltd..
Shareholding
change across 4 filings| Category | Jun 26 | Jun 26 | Mar 26 | Dec 25 | Change |
|---|---|---|---|---|---|
| Promoters | 39.3 | 39.3 | 41.7 | 41.7 | −2.4 |
| Foreign institutions | 0.1 | 0.1 | 0.2 | 0.1 | 0.0 |
| Domestic institutions | 12.0 | 12.2 | 8.0 | 8.0 | +4.0 |
| Retail & others | 48.7 | 48.4 | 50.2 | 50.2 | −1.5 |
As filed with the exchange for the periods ending Dec 25 to Jun 26.
Filings
latest 25 of 198- General Updates8 Oct 2026
- General Updates30 Sept 2026
- Shareholders meeting30 Sept 2026
- Shareholders meeting29 Sept 2026
- Outcome of Board Meeting29 Sept 2026
- General Updates28 Sept 2026
- Trading Window28 Sept 2026
- Kindly find attached herewith First Monitoring Agency Report for the first quarter ended on June 30, 2026.10 Sept 2026
- Monitoring Agency Report10 Sept 2026
- Kindly find attached herewith Trading Approval from BSE Limited and National Stock Exchange of India limited for 27,20,000 equity shares allotted to Non-Promoters on a preferential basis.8 Sept 2026
- General Updates8 Sept 2026
- Dear Sir/Madam, Pursuant to Regulation 34(1) read with Regulation 36 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, ....7 Sept 2026
- Kindly find attached herewith Notice of 46th Annual General Meeting of Pakka Limited.7 Sept 2026
- Shareholders meeting7 Sept 2026
- General Updates31 Aug 2026
- Kindly find attached herewith Listing Approval from BSE Limited for 27,20,000 equity shares allotted to Non-Promoters on a preferential basis.31 Aug 2026
- Kindly find attached herewith intimation regarding receipt of Listing Approval from National Stock Exchange of India Limited for 27,20,000 equity shares allotted to Non-Promoters on a preferential ....28 Aug 2026
- General Updates28 Aug 2026
- Dear Sir / Madam, Pursuant to Regulation 30 read with sub-paragraph 15(b) of Para A, Part A of Schedule III, and Regulation 46(2)(oa) of the SEBI (Listing Obligations and Disclosure ....25 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates25 Aug 2026
- The Exchange has received the disclosure under Regulation 29(2) of SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011 for SBI Mutual Fund21 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates18 Aug 2026
- Investor Presentation18 Aug 2026
- Statement of deviation(s) or variation(s) under Reg. 3217 Aug 2026
- Outcome of Board Meeting14 Aug 2026
The 25 most recent of 198 filings we hold for PAKKA, back to January 2024. Every filing, by day.
Disclaimer
Guidance is quoted from management commentary on quarterly earnings calls; the words are the company's own and the targets are theirs, not ours. Peer comparisons use quarterly financials sourced from Screener, with every company measured at the same fiscal quarter; the peer set is companies sharing the same industry classification, and comparisons are descriptive, not a ranking or a view. Filings are reproduced as companies filed them to the NSE and BSE; Bharatstox does not verify, endorse or comment on their contents. This page is for informational and educational purposes only and does not constitute investment advice, research, or a recommendation to buy or sell any security. Investing in securities markets is subject to market risks. Read all related documents carefully before investing.