Any current/future new fundraising through debt or equity?

Promoters have pledged shares to secure loans for company expansion; no personal fund withdrawals involved. Loans with pledged shares are for scaling the company from Rs.30 Crores to Rs.200 Crores level. Efforts are underway to unpledge promoters' shares; target is to release pledged shares in the coming year, depending on bank support and facility renewals. Debt is being taken primarily to fund a total capex of around Rs.150 Crores planned over 12 months (Dec 2020 to Oct/Nov 2021). This capex supports growth plans targeting Rs.500 Crores revenue in 2022 and further expansion by 2025.

Any current/future capex/capital investment/strategic investment?

Ongoing and planned capex tie-ups amount to Rs.150 Crores, targeted to be deployed within 12 months from December 2020 to October/November 2021. Capex aims to increase production capacity by approximately 25% on the paper side and about 35% on the moulded products side. The investment on the paper side (approx Rs.35-40 Crores) will also focus on improving product quality for better market positioning. Capacity addition for moulded products expected to come into force from early 2021. Flexible packaging is in the pilot development stage; commercial production targeted around 2023 with investmen

Future growth expectations in sales/revenue/volumes?

Target revenue of Rs.500 Crores by FY2022, up from Rs.261 Crores in FY2020, implying nearly doubling sales. Conservative estimates are avoided; the company is focused on aggressive growth plans. Capex planned around Rs.150 Crores between Dec 2020 and late 2021 to support growth. Expansion in three divisions: paper bags (capacity +25%, better quality), moulded products (capacity +35%), and compostable marketing. Aim to optimize capacity utilization in moulded products from ~54% to 60%-70%. Longer-term vision targets Rs.1360 Crores sales by 2025. Growth driven by new product development (includi

Future growth expectations in earnings/operating earnings/profits/EPS?

Yash Pakka aims for significant growth with a target revenue of Rs. 500 Crores by FY2022 and Rs. 1360 Crores by 2025, highlighting an aggressive expansion plan. Capex of about Rs.150 Crores is planned over 12 months starting December 2020, focused on increasing capacity by 25-35% in paper and moulded products segments. The company plans to maintain Return on Capital Employed (ROCE) above 20%. Growth strategy involves strengthening pulp & paper, moulded products, and launching flexible packaging. Productivity improvements in moulded products have improved profitability and reduced losses. Manag

Current/ Expected Orderbook/ Pending Orders?

The transcript does not explicitly state the current or expected order book or pending orders value in precise terms. Ved Krishna mentions ongoing efforts to enhance capacity utilization in the moulded products division, indicating plans to optimize and increase sales. There is a focus on ramping up capacity in paper and moulded product segments, with capex plans of about Rs.150 Crores aimed at achieving Rs.500 Crores sales target for FY2022. The company is working on expanding capacity by about 25% in paper and 35% in moulded products to meet increased demand. Challenges due to COVID have aff

Pakka LtdQ2 FY21Paper, Forest & Jute Products

Pakka Ltd Q2 FY21 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹71.38P/E: 24.4Market Cap: ₹340 CrSector: Paper, Forest & Jute Products

Management growth scorecard

Revenue

Category 1

Margin

Category 3

Fundraise

Yes

Order

N/A

Capex

Yes

3 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 1

Target revenue of Rs.500 Crores by FY2022, up from Rs.261 Crores in FY2020, implying nearly doubling sales.
Conservative estimates are avoided; the company is focused on aggressive growth plans.
Capex planned around Rs.150 Crores between Dec 2020 and late 2021 to support growth.
Expansion in three divisions: paper bags (capacity +25%, better quality), moulded products (capacity +35%), and compostable marketing.
Aim to optimize capacity utilization in moulded products from ~54% to 60%-70%.
Longer-term vision targets Rs.1360 Crores sales by 2025.
Growth driven by new product development (including flexible packaging by 2023), capacity additions, and market expansion domestically and internationally.
ROC expected to be maintained above 20%.
Company acknowledges uncertainties (e.g. COVID) but committed to best efforts for achieving targets.

Margin guidance

Category 3

Yash Pakka aims for significant growth with a target revenue of Rs. 500 Crores by FY2022 and Rs. 1360 Crores by 2025, highlighting an aggressive expansion plan.
Capex of about Rs.150 Crores is planned over 12 months starting December 2020, focused on increasing capacity by 25-35% in paper and moulded products segments.
The company plans to maintain Return on Capital Employed (ROCE) above 20%.
Growth strategy involves strengthening pulp & paper, moulded products, and launching flexible packaging.
Productivity improvements in moulded products have improved profitability and reduced losses.
Management acknowledges challenges due to COVID-19 but is confident in achieving audacious targets through focused effort.
EBITDA margins have remained strong around 23-24%, with expectations to regain momentum post-pandemic.
Emphasis on innovation and expanding market presence to drive earnings growth.

See what Pakka Ltd management said on margin guidance — free account, 30 seconds.

Fundraise plans

Yes

Promoters have pledged shares to secure loans for company expansion; no personal fund withdrawals involved.
Loans with pledged shares are for scaling the company from Rs.30 Crores to Rs.200 Crores level.
Efforts are underway to unpledge promoters' shares; target is to release pledged shares in the coming year, depending on bank support and facility renewals.
Debt is being taken primarily to fund a total capex of around Rs.150 Crores planned over 12 months (Dec 2020 to Oct/Nov 2021).
This capex supports growth plans targeting Rs.500 Crores revenue in 2022 and further expansion by 2025.
No explicit mention of current/future equity fundraising in the transcript.
The company is focusing on careful debt structuring to fund capacity expansions and new projects.

Order book

The transcript does not explicitly state the current or expected order book or pending orders value in precise terms.
Ved Krishna mentions ongoing efforts to enhance capacity utilization in the moulded products division, indicating plans to optimize and increase sales.
There is a focus on ramping up capacity in paper and moulded product segments, with capex plans of about Rs.150 Crores aimed at achieving Rs.500 Crores sales target for FY2022.
The company is working on expanding capacity by about 25% in paper and 35% in moulded products to meet increased demand.
Challenges due to COVID have affected sales momentum but efforts continue for sales ramp-up.
The presentation and call emphasize confidence in future growth with ongoing tie-ups and pipelines in progress, but no specific order book value is provided.

See what Pakka Ltd management said on order book — free account, 30 seconds.

Capex plans

Yes

Ongoing and planned capex tie-ups amount to Rs.150 Crores, targeted to be deployed within 12 months from December 2020 to October/November 2021.
Capex aims to increase production capacity by approximately 25% on the paper side and about 35% on the moulded products side.
The investment on the paper side (approx Rs.35-40 Crores) will also focus on improving product quality for better market positioning.
Capacity addition for moulded products expected to come into force from early 2021.
Flexible packaging is in the pilot development stage; commercial production targeted around 2023 with investments conceptualized in 2022.
Future major investments planned around 2023 to reap benefits in 2024-2025 aligning with audacious growth targets.
Capex seeks to support revenue growth targets of Rs.500 Crores in 2022 and Rs.1360 Crores by 2025.
Promoters have pledged shares as collateral to secure loans for expansion and capex.

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