Yash Pakka Ltd-$

Pakka Limited has submitted its First Monitoring Agency Report for the quarter ended June 30, 2026, concerning the utilization of proceeds from its preferential issue of equity shares and warrants. The company raised ₹114.62 crore, with ₹51.09 crore utilized by June 30, 2026. Brickwork Ratings India Private Limited, the monitoring agency, reported no deviation from the stated objects of the issue. The report also addressed a delay in the appointment of the monitoring agency and submission of the report, with the company providing a management response explaining the circumstances.

Pakka Ltd has received trading approval from BSE Limited and the National Stock Exchange of India Limited for 27,20,000 equity shares allotted to Non-Promoters on a preferential basis. These shares, with a face value of INR 10 each and issued at a premium of INR 100, are listed and admitted to dealings on both exchanges effective September 9, 2026. The shares are under lock-in until March 30, 2027. This development signifies the successful completion of a preferential allotment and integration of new shares into the trading system.

Pakka Limited has announced its 46th Annual General Meeting (AGM) for the financial year 2025-26. The AGM is scheduled for Tuesday, 29 September 2026, at 10:30 a.m. IST, and will be conducted virtually via Video Conferencing (VC) or Other Audio-Visual Means (OAVM). The company has provided its integrated Annual Report, which includes the AGM notice, audited standalone and consolidated financial statements, Board's Report, and Auditors' Reports. The report is available on the company's website and has been sent electronically to shareholders. The report highlights Pakka's progress in expanding pulp and paper manufacturing and its transition to compostable packaging solutions, emphasizing its vision of becoming a global regenerative packaging innovator.

Pakka Ltd has issued a notice for its 46th Annual General Meeting (AGM) to be held on Tuesday, September 29, 2026, at 10:30 a.m. IST. The meeting will be conducted via Video Conferencing (VC) / Other Audio-Visual Means (OAVM). The agenda includes the adoption of audited standalone and consolidated financial statements for the financial year ended March 31, 2026, and the reappointment of directors Mr. Gautam Ghosh and Mr. Himanshu Kapoor. A special business item involves altering the Articles of Association to include provisions for an Observer and a Nominee Director. The notice is being sent electronically to shareholders and is also available on the company's website.

Pakka Ltd has received listing approval from BSE Limited for 27,20,000 equity shares allotted to Non-Promoters on a preferential basis. These shares, with a face value of INR 10 each, were issued at a premium of INR 100 per share. The company must now complete formalities for trading approval, including compliance with SEBI regulations and confirmations from NSDL/CDSL. The shares are numbered from 4,49,48,101 to 4,76,68,100. This information will also be available on the company's website.

Pakka Ltd has received listing approval from the National Stock Exchange of India Limited (NSE) for 27,20,000 equity shares allotted on a preferential basis to non-promoters. The shares, with a face value of INR 10 each, will be listed and admitted to dealings on NSE upon confirmation of credit to beneficiaries' accounts by NSDL/CDSL. BSE Limited has also approved the listing application, with the formal approval letter pending. This development signifies the formal admission of newly issued shares to the stock exchange, enhancing liquidity and market accessibility for these shares.

SBI Mutual Fund, through its various schemes, has sold 71,698 shares of Pakka Ltd, representing 0.1595% of the paid-up share capital. This transaction reduces their total holding to 6.4523% (29,00,183 shares) as of August 19, 2026. The sale was conducted via the open market, with a total transaction value of Rs. 449,481,000/-. This disclosure is made in compliance with SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011.

Pakka Ltd has issued a corrigendum to its statement on deviation or variation in the utilization of funds raised through a Preferential Issue for the quarter ended June 30, 2026. The company corrected inadvertent errors in its previous disclosure, specifically regarding the upfront warrant payment percentage and the category of warrant allottees. The upfront warrant payment was corrected from '24%' to '25%', and the allottees were clarified as belonging to the 'Promoters’ Group category' instead of 'non-promoter category'. Out of 90.90 lakh warrants, 77 lakh were allotted to the Promoters' Group at ₹110 per warrant, aggregating ₹84.70 crore. The company received ₹21.18 crore as upfront payment (25% of the issue price). The total amount raised and utilized as of June 30, 2026, was ₹51.10 crore.

Pakka Limited (Yash Pakka) reported consolidated Q1 FY27 revenue of ₹117.19 Cr, up 42.9% YoY from ₹81.97 Cr, with consolidated PAT of ₹5.89 Cr versus a net loss of ₹1.53 Cr in Q1 FY26 — a clean year-on-year turnaround. Standalone PAT was ₹6.26 Cr, up 28.9% YoY on revenue of ₹117.19 Cr (+42.5%). The two bases converge on the topline but diverge on the bottom line: standalone was already profitable a year ago, while the consolidated number was dragged into a loss by the overseas subsidiaries (Pakka Inc./Guatemala) — a >3% divergence in YoY earnings trajectory, so readers comparing the two numbers should note standalone was never in the red even as consolidated posted a loss last year. Consolidated is the primary basis per our convention. Margins expanded on both counts: operating margin (EBITDA/revenue) rose to roughly 13.1% from about 7.2% a year ago and 8.9% in the immediately preceding quarter (Q4 FY26), while net margin turned positive at ~4.9% versus -1.8% YoY. The Paper & Pulp segment drove this, with segment PBT of ₹10.64 Cr versus ₹1.43 Cr a year ago, even as Moulded Products stayed loss-making (segment PBT of -₹1.62 Cr versus -₹0.61 Cr YoY). Part of the weak year-ago base reflects a plant shutdown from 16 June to 26 July 2025 tied to the Project Jagriti capacity expansion, which weighed on Q1 FY26 volumes and costs. No formal management guidance for this quarter is on record in our database, and a web search for brokerage previews or consensus estimates for Pakka's Q1 FY27 turned up no quantified figures either — vsGuidance and vsStreet are both marked unknown rather than assumed. On the financing side, the company raised ₹425 Cr via secured NCDs and ₹51.10 Cr via a preferential issue of equity and warrants (25%, or ₹21.18 Cr, received upfront) during the quarter, funding the ongoing Jagriti expansion — our event records separately show an initial ₹50 Cr NCD tranche allotted on 25 June, consistent with a larger multi-tranche raise. Consolidated capital work-in-progress stood at ₹586.69 Cr as of the 31 March 2026 year-end audited balance sheet, up from ₹158.90 Cr a year earlier, tracking that capex build (no fresher balance sheet accompanies this Q1 filing). Separately, ₹24.48 Cr of October-2024 vintage convertible warrants lapsed unexercised during the quarter, and the CFO title was vacated — the FY26 annual results and this Q1 filing are signed by a "Finance Head" rather than a CFO, consistent with our records of a CFO resignation effective 30 June 2026. The unresolved item to watch is the Guatemala subsidiary's CWIP of ~₹31.79 Cr, which auditors again flagged as "not ascertainable" pending resumption financing; the board separately approved a fresh USD 1 million outlay on 14 August to restart Pakka Inc. USA and support the Guatemala unit. No management press release was available to cross-check the company's own framing of the quarter. The scheduled 18 August investor call is the next checkpoint for commentary on margin sustainability and the funding path for the paused overseas project.

Catalyst Trusteeship Ltd, acting as Debenture Trustee for Pakka Limited, has disclosed an additional pledge of 33,34,500 equity shares. This action increases their encumbered shares to 1,70,43,757, representing 35.76% of the total share capital. The pledge was made on August 12, 2026, in favor of Catalyst Trusteeship Limited for the benefit of Debenture Holders. The total diluted share capital remains at 55,50,91,000 shares.