Pakka Q4 FY26: Revenue holds up, profitability hit by outages and pricing pressure
Ask Iris
Frequently Asked Questions
The presentation reports total revenue of 104.49 crore in Q4 FY26, compared with 96.21 crore in Q4 FY25 and 99.64 crore in Q3 FY26.
PBT in Q4 FY26 was 5.52 crore, down from 12.16 crore in Q4 FY25 and 12.75 crore in Q3 FY26, as per the presentation.
For FY26, Wrap and Carry revenue was 303.54 crore and Food Services revenue was 63.23 crore. For Q4 FY26, Wrap and Carry was 87.61 crore and Food Services was 16.87 crore.
The presentation cites a 40-day PM3 outage for modification with an impact of 11 crore and pricing pressure from new entrants with an impact of 16 crore.
The company attributes elevated losses to manufacturing or plant-related costs of about 3 crore and one-off or non-cash items of about 3 crore, including inventory and packaging write-offs and clearance of old stock.
The presentation lists base paper pilot in July 2026, NM flexibles pilot in July 2026, delivery commercialization phase 1 in August 2026, and Ayodhya lab and team strengthening in July 2026.
The presentation states Neo group replaced existing banks, with a 4-month moratorium, then 12% for next 20 months, no principal repayment for 16 months, and an effective interest rate of 16.95%. It also discloses NCD of Rs 500 crores and equity infusions.
Did your stocks survive the war?
See what broke. See what stood.
Live Q1 Earnings Tracker