| Revenue growth | Rapid Carry Q2 ₹205 Cr vs ₹60 Cr YoY. |
|---|---|
| Margins | Consolidated EBITDA 14.2%; Rapid Carry higher; exceptional item adjusted. |
| Order book | Reliance order ~100 t; potential 500-800 t; no total book disclosed. |
| Demand visibility | Chuck sells out monthly; ~500 t flexibase already selling. |
| Management confidence | Balanced; defensive on pledge and valuation questions. |
Growth
Rapid Carry Q2 revenue ₹205 Cr vs ₹60 Cr YoY; food services H1 revenue up 38%.
Outlook
PM4 commercial production targeted January; ~75% utilisation targeted in FY28; refinancing targeted December 2027.
Risks
PM4 startup slipped October to December; NEO loan (~₹400-420 Cr) secured by pledged promoter shares; Q4 utilisation only 45-50%.
Last quarter's promises, checked
Partly delivered
- Delivery-container first facility 'by next call' → 'scaling soon', facility unconfirmed (= PARTIAL)
- FY27 revenue ~₹500 Cr → Q2 Rapid Carry ₹205 Cr; consolidated Q2 not disclosed (= PARTIAL)
Missed
- PM4 start-up end-Oct, reeling Nov → slipped to Dec (= MISS)
- flexC soft launch Oct → launch Jan (= MISS)
- FY27 EBITDA ~19% (Q1 ~14.5%) → Q2 consolidated 14.2%, no gain (= MISS)
Earnings Call Transcript filed with NSE, NSE: PAKKA. Summary written with AI assistance from the document.
Pakka Ltd: key numbers
- Share price
- ₹70.77
- Market cap
- ₹364.8 Cr
- Revenue (annual)
- ₹356.3 Cr
- Net profit (annual)
- ₹6.50 Cr
- P/E (TTM)
- 19.5×Sector 47.2×
- Promoter holding
- 39.27%+0.00% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Pakka Ltd
All →Pakka Acquisition
Pakka Limited announced NCLT Allahabad sanction of the amalgamation of its wholly owned subsidiary Pakka Impact Limited into itself. No new shares are issued, and the appointed date is 1 April 2026.
Pakka Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹124.0 Cr (+64% YoY), EBITDA margin 14.2% (from 6.1%); H1 revenue ₹241.2 Cr, PAT ₹9.1 Cr. Project Jagriti stabilising; flexC ramp ahead of PM4.
Pakka Preferential Issue
Pakka Limited filed Brickwork's monitoring agency report for the quarter ended 30 September 2026 on its preferential issue. The agency reported no deviation from issue objects.
Pakka Q2 FY27 Results: Turns Profitable, Net Profit ₹2.7 Cr
Pakka Ltd reported revenue from operations of ₹124 Cr (+62.5% YoY) and net profit of ₹2.7 Cr for Q2 FY27.
- Key figure
- Net profit ₹2.7 Cr
Pakka Capital Structure Change
SBI Mutual Fund sold 1,47,883 Pakka Ltd shares, cutting its stake to 3.9957%. The non-promoter holding reduction triggers a Regulation 29(2) disclosure.
Pakka Other Announcement
Pakka Ltd filed its quarterly shareholding pattern under Regulation 31. The report includes notes regarding share pledges by promoter group entities and recent warrant conversions.