Q1 2025 Pakka Limited Earnings Call Transcript
Key Points
- Pakka Ltd (BOM:516030) has successfully hired key leadership positions, including a new CFO and CTO, which are expected to drive significant improvements.
- The company has initiated equity funding for the Kawok project, with investor interest rising and expected closure within two months.
- Pakka Ltd (BOM:516030) has commercialized new high-spec paper and two new molded designs, contributing to product diversification.
- The company has reduced water consumption by 3% and increased export volume by 1%, reflecting its commitment to sustainability and market expansion.
- Financial performance has improved, with top-line revenue surpassing the previous quarter and a slight increase in bottom-line figures.
- The company is facing significant market headwinds, including a price war with competitors, which is impacting profitability.
- There is a noted decline in revenue from INR408 crore in 2023 to INR405 crore in 2024, indicating potential market challenges.
- The effective tax rate has increased from 31% in 2023 to 36% in 2024, which could impact net profitability.
- The company is heavily reliant on the successful execution of large-scale projects like Jagriti and Guatemala, which carry inherent risks.
- There are concerns about the cost competitiveness of new delivery solutions in the fast-growing quick commerce sector.
So it's 5:00, I'm just going to record this meeting. [Anil, what do you]? Can we start? Should we start?
Sorry, you guys will have to admit people otherwise I can't even say anything or it doesn't let me do things. Yeah, please go ahead.
Good evening everyone. Welcome to the investor call for the first quarter of the financial year '24-'25 for Pakka Limited. I'd like to introduce our team first and then we'll move on to the presentation. (Operator Instructions)
I'd like to introduce our leadership team. Mr. Ved Krishna is the Vice Chairman for the company. Mr. Jagdeep Hira is the Managing Director. Ms. Neetika Suryawanshi, she is the CFO. And Mr. Satish ChamyVelumani, he's the Business Head of the Compostables Division. Mr. Ramjee Subramanian, he's the innovations head. Mr. Sachin Srivastava, he's the company's Head Secretary. I am Pranay
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