Paper, Forest & Jute Products
Valuation | |
|---|---|
| Market Cap | 458.79 Cr |
| Price/Earnings (Trailing) | 49.31 |
| Price/Sales (Trailing) | 1.24 |
| EV/EBITDA | 17.8 |
| Price/Free Cashflow | -75.09 |
| MarketCap/EBT | 31.6 |
| Enterprise Value | 736.75 Cr |
Fundamentals | |
|---|---|
Growth & Returns | |
|---|---|
| Price Change 1W | -3% |
| Price Change 1M | -3.2% |
| Price Change 6M | -52% |
| Price Change 1Y | -68.4% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -177.72 Cr |
| Cash Flow from Operations (TTM) | 11.16 Cr |
| Cash Flow from Financing (TTM) |
| Revenue (TTM) |
| 369.31 Cr |
| Rev. Growth (Yr) | -31% |
| Earnings (TTM) | 8.45 Cr |
| Earnings Growth (Yr) | -112.5% |
Profitability | |
|---|---|
| Operating Margin | 4% |
| EBT Margin | 4% |
| Return on Equity | 1.88% |
| Return on Assets | 1.02% |
| Free Cashflow Yield | -1.33% |
| 178.37 Cr |
| Cash & Equivalents | 21.18 Cr |
Balance Sheet | |
|---|---|
| Total Assets | 827.16 Cr |
| Total Liabilities | 376.77 Cr |
| Shareholder Equity | 450.39 Cr |
| Current Assets | 212.4 Cr |
| Current Liabilities | 151.6 Cr |
| Net PPE | 205.01 Cr |
| Inventory | 95.94 Cr |
| Goodwill | 1.76 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.36 |
| Debt/Equity | 0.66 |
| Interest Coverage | 0.39 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend Yield | 1.14% |
| Shares Dilution (1Y) | 14% |
| Shares Dilution (3Y) | 18% |
Balance Sheet: Strong Balance Sheet.
Growth: Declining Revenues! Trailing 12m revenue has fallen by -10.5% in past one year. In past three years, revenues have changed by 3.8%.
Size: It is a small market cap company and can be volatile.
Momentum: Stock is suffering a negative price momentum. Stock is down -3.2% in last 30 days.
Technicals: SharesGuru indicator is Bearish.
Smart Money: Smart money is losing interest in the stock.
Dilution: Company has a tendency to dilute it's stock investors.
Balance Sheet: Strong Balance Sheet.
Growth: Declining Revenues! Trailing 12m revenue has fallen by -10.5% in past one year. In past three years, revenues have changed by 3.8%.
Size: It is a small market cap company and can be volatile.
Momentum: Stock is suffering a negative price momentum. Stock is down -3.2% in last 30 days.
Technicals: SharesGuru indicator is Bearish.
Smart Money: Smart money is losing interest in the stock.
Dilution: Company has a tendency to dilute it's stock investors.
Investor Care | |
|---|---|
| Dividend Yield | 1.14% |
| Shares Dilution (1Y) | 14% |
| Earnings/Share (TTM) | 2.07 |
Financial Health | |
|---|---|
| Current Ratio | 1.4 |
| Debt/Equity | 0.66 |
Technical Indicators | |
|---|---|
| RSI (14d) | 57.86 |
| RSI (5d) | 51.92 |
| RSI (21d) | 54 |
| MACD Signal | Buy |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Hold |
| RSI21 Signal | Hold |
| SMA 5 Signal | Sell |
| SMA 10 Signal | Sell |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Sell |
| SMA 100 Signal | Sell |
Summary of PAKKA's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
The management's outlook for Pakka Limited emphasizes resilience amid challenges, strategic expansions, and innovation-driven growth. Key points include:
Business Performance:
Growth Initiatives:
Innovation & Leadership:
Financials:
Strategic Shifts:
Risks & Mitigation:
Outlook: Management aims to stabilize molded fiber, scale flexible packaging, and leverage innovation for long-term growth, targeting cleaner alternatives in global markets.
Understand PAKKA ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| VED KRISHNA | 30.8% |
| SBI MAGNUM CHILDREN'S BENEFIT FUND - INVESTMENT PLAN | 7.44% |
| SATORI GLOBAL LIMITED | 7.42% |
| YASH AGRO PRODUCTS LIMITED | 2.16% |
| SANGEETHA S | 2% |
| MANJULA JHUNJHUNWALA | 1.24% |
| VANDANA SEHGAL | 1.01% |
Detailed comparison of PAKKA against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Comprehensive comparison against sector averages
PAKKA metrics compared to Paper,
| Category | PAKKA | Paper, |
|---|---|---|
| PE | 51.25 | 22.64 |
| PS | 1.29 | 0.58 |
| Growth | -10.5 % | 1.9 % |
Pakka Limited engages in the manufacture and dealing of paper and moulded products in India and internationally. It operates through Paper, Pulp, and Other Products; and Moulded Products segments. The company offers bleached, unbleached, and colored kraft products; compostable flexible packaging; bleached and unbleached agro pulp products; and tableware products under the CHUK brand. It exports its products. The company was formerly known as Yash Pakka Limited and changed its name to Pakka Limited in July 2023. Pakka Limited was incorporated in 1981 and is based in Ayodhya, India.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
PAKKA vs Paper, (2024 - 2026)
Major Questions and Answers:
Answer: Ved Krishna highlighted addressing five investor concerns: completing full-load engineering (by March 2025), securing supplier quotes, finalizing an EPCM contractor, transferring patents to the US entity, and converting off-take letters to contracts. Non-metallized substrate trials are ongoing, with Guatemala now focused solely on flexible packaging (no molded fiber).
Answer: Ved explained metallization faces recyclability issues (aluminum in paper streams) and technical challenges (batch processes). Non-metallized dispersion coating (water-based, online application) is prioritized for scalability, cost efficiency, and compatibility with circular economy goals.
Answer: Rolando Yon stated a $170M equity target (pre-money valuation: ~$500M). Ved discussed evaluating technology changes (higher-capacity machines) and strategic shifts (B2C focus) for molded fiber, targeting 20% market share or exiting the segment.
Answer: Ved confirmed commissioning by December 2024 despite Ayodhya's logistical challenges. Base paper production begins in 2024, coating operations start in early 2025 for flexible packaging.
Answer: Ved acknowledged sustainability's reduced priority in the US but noted strong investor interest. Rolando emphasized Guatemala's technical de-risking. Molded fiber's revival hinges on cost leadership (machine efficiency) or strategic exit.
Answer: Ved cited low machine utilization (55%) and high fixed costs. Solutions include upgrading machinery (supplier credit) and renegotiating contracts, with a decision by March 2025.
Answer: Ved stressed focusing on product performance and value over regulation. California's SB54 and conglomerate demand (140K tons/year) remain stable. Europe is a new target via cost-efficient shipping.
Answer: Ved emphasized continuous R&D, cost leadership, and customer loyalty via service/consistency. Collaborators are welcomed to scale sustainable solutions, with design patents as a secondary defense.
Answer: Ved noted flexible packaging's high density (26 tons/container), making shipping feasible. Latin America and US conglomerates are primary targets, with Europe as a secondary market.
Answer: Product innovation (flexible, food service, rigid packaging) shifts to Portland; process R&D (materials, waste valorization) stays in India. Competitors use outsourced pulp; Pakka's raw material supply remains secure until Jagruti's completion.
Answer: Ved avoided specifics but committed to a March 2025 update. Molded fiber's future depends on achieving 20% market share or exiting, prioritizing profitability over revenue.
Answer: Ved mentioned hiring a dedicated lead (active search). Strategy focuses on scalable manufacturing, reducing SKUs, and B2B/B2C balance, leveraging cost leadership and design quality.
| KRISHNA KUMAR JHUNJHUNWALA | 0.04% |
| KIMBERLY ANN MCARTHUR | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
| -6.90% |
| 8.98 |
| 0.23 |
| - |
| - |
| COSMOFIRST | Cosmo First | 1.77 kCr | 3.25 kCr | -9.60% | -31.30% | 11.91 | 0.54 | - | - |
| HUHTAMAKI | HUHTAMAKI INDIA | 1.52 kCr | 2.5 kCr | -5.50% | -24.50% | 15.28 | 0.61 | - | - |
| 81 |
| 83 |
| 93 |
| 97 |
| 97 |
| 85 |
| Profit Before exceptional items and Tax | -259.5% | -2.02 | 0.16 | 2.78 | 14 | 18 | 14 |
| Total profit before tax | -259.5% | -2.02 | 0.16 | 2.78 | 14 | 18 | 14 |
| Current tax | -229% | 0.11 | 1.69 | -0.41 | 3.71 | 1.15 | 0 |
| Deferred tax | - | -0.01 | 0 | 0 | 1 | 0 | 5.01 |
| Total tax | -231.9% | 0.09 | 1.69 | -0.41 | 4.7 | 1.15 | 5.01 |
| Total profit (loss) for period | -22.9% | -2.11 | -1.53 | 3.19 | 8.89 | 17 | 8.56 |
| Other comp. income net of taxes | 187.7% | 1.5 | 0.43 | 0.21 | -0.13 | -0.14 | -0.49 |
| Total Comprehensive Income | 23.8% | -0.6 | -1.1 | 3.4 | 8.76 | 17 | 8.07 |
| Earnings Per Share, Basic | -5.8% | -0.47 | -0.39 | 0.76 | 2.17 | 4.3 | 2.18 |
| Earnings Per Share, Diluted | -5.8% | -0.47 | -0.39 | 0.76 | 2 | 3.49 | 2.18 |
| Debt service coverage ratio | - | - | 0 | 0 | - | 0.03 | - |
| 0% |
| 45 |
| 45 |
| 48 |
| 36 |
| 28 |
| 27 |
| Finance costs | 12.9% | 10 | 8.97 | 11 | 9.36 | 11 | 13 |
| Depreciation and Amortization | 15.4% | 16 | 14 | 13 | 10 | 9.66 | 9.76 |
| Other expenses | -7.2% | 117 | 126 | 114 | 74 | 52 | 71 |
| Total Expenses | 4.1% | 356 | 342 | 348 | 246 | 172 | 222 |
| Profit Before exceptional items and Tax | -8.3% | 67 | 73 | 72 | 54 | 23 | 40 |
| Total profit before tax | -8.3% | 67 | 73 | 72 | 54 | 23 | 40 |
| Current tax | -60.9% | 10 | 24 | 21 | 15 | 4.12 | 7.14 |
| Deferred tax | - | 0 | 0 | 0 | 9.8 | 2.1 | 4.78 |
| Total tax | -60.9% | 10 | 24 | 21 | 25 | 6.21 | 12 |
| Total profit (loss) for period | 16.7% | 57 | 49 | 51 | 28 | 17 | 28 |
| Other comp. income net of taxes | -0.8% | -0.32 | -0.31 | -0.27 | -0.48 | 0.23 | 0.44 |
| Total Comprehensive Income | 17% | 56 | 48 | 51 | 28 | 17 | 28 |
| Earnings Per Share, Basic | 8.3% | 13.53 | 12.573 | 13.51 | 10.03 | 4.74 | 7.84 |
| Earnings Per Share, Diluted | 9.1% | 13.53 | 12.488 | 13.45 | 10.03 | 4.74 | 7.84 |
| Debt equity ratio | -0.3% | 041 | 069 | - | - | - | - |
| Debt service coverage ratio | -0.3% | 0.041 | 0.0443 | - | - | - | - |
| Interest service coverage ratio | 1.7% | 0.0952 | 0.0799 | - | - | - | - |
| 203 |
| 206 |
| 208 |
| 197 |
| 189 |
| 192 |
| Capital work-in-progress | 86.3% | 260 | 140 | 43 | 35 | 27 | 17 |
| Investment property | -51.9% | 1.26 | 1.54 | 0.21 | 0.36 | 0.52 | 0.68 |
| Goodwill | - | 0 | 0 | 0 | 0 | 4.09 | 4.09 |
| Loans, non-current | -77.5% | 10 | 41 | 38 | 28 | 0 | 0 |
| Total non-current financial assets | -77.5% | 10 | 41 | 38 | 28 | 0 | 1.96 |
| Total non-current assets | 36% | 655 | 482 | 352 | 281 | 235 | 224 |
| Total assets | 12.5% | 864 | 768 | 562 | 518 | 424 | 378 |
| Borrowings, non-current | 98.9% | 178 | 90 | 100 | 110 | 34 | 22 |
| Total non-current financial liabilities | 78.9% | 196 | 110 | 105 | 114 | 38 | 26 |
| Provisions, non-current | 56.5% | 1.72 | 1.46 | 2.32 | 0.06 | 0 | 0 |
| Total non-current liabilities | 64.2% | 221 | 135 | 129 | 141 | 63 | 51 |
| Borrowings, current | 5.4% | 118 | 112 | 57 | 72 | 74 | 81 |
| Total current financial liabilities | 4.8% | 132 | 126 | 69 | 85 | 83 | 91 |
| Provisions, current | 7.1% | 0.61 | 0.58 | 9.37 | 7.1 | 6.71 | 7.07 |
| Current tax liabilities | 0% | 1.94 | 1.94 | 2.99 | 5.21 | 5.69 | 1.39 |
| Total current liabilities | 4.2% | 151 | 145 | 106 | 112 | 109 | 114 |
| Total liabilities | 32.6% | 371 | 280 | 236 | 253 | 172 | 165 |
| Equity share capital | 0% | 45 | 45 | 39 | 39 | 39 | 38 |
| Total equity | 1% | 493 | 488 | 326 | 265 | 252 | 213 |
| Total equity and liabilities | 12.5% | 864 | 768 | 562 | 518 | 424 | 378 |
| -45.9% |
| 41 |
| 75 |
| 65 |
| 50 |
| - |
| - |
| Interest received | 54.8% | 0 | -1.21 | 0 | 0 | - | - |
| Income taxes paid (refund) | -11.1% | 17 | 19 | 13 | 15 | - | - |
| Net Cashflows From Operating Activities | -58.5% | 23 | 54 | 52 | 35 | - | - |
| Cashflows used in obtaining control of subsidiaries | 1784.2% | 17 | 0.05 | 3.68 | 3.76 | - | - |
| Proceeds from sales of PPE | -245.8% | 0.17 | 0.76 | 1.08 | 0.13 | - | - |
| Purchase of property, plant and equipment | 293.3% | 178 | 46 | 32 | 29 | - | - |
| Purchase of other long-term assets | - | 0 | 0 | 1.1 | 0 | - | - |
| Cash receipts from repayment of advances and loans made to other parties | 51.8% | -10.41 | -22.65 | -6.35 | 0 | - | - |
| Interest received | 1400% | 4.15 | 1.21 | 1.53 | 1.12 | - | - |
| Other inflows (outflows) of cash | 171.6% | 8.11 | -8.93 | -0.28 | -2.6 | - | - |
| Net Cashflows From Investing Activities | -149.4% | -191.4 | -76.14 | -41.05 | -33.07 | - | - |
| Proceeds from issuing shares | 1091.7% | 144 | 13 | 0 | 2.84 | - | - |
| Proceeds from issuing other equity instruments | - | 24 | 0 | 0 | 0 | - | - |
| Proceeds from borrowings | -55.2% | 40 | 88 | 6.22 | 18 | - | - |
| Repayments of borrowings | 116.1% | 19 | 9.33 | 7.26 | 7.87 | - | - |
| Dividends paid | -111.9% | 0 | 9.4 | 7.62 | 3.52 | - | - |
| Interest paid | 16.6% | 8.85 | 7.73 | 8.85 | 0 | - | - |
| Other inflows (outflows) of cash | - | 0 | 0 | 3.95 | -7.95 | - | - |
| Net Cashflows from Financing Activities | 145.2% | 180 | 74 | -13.55 | 1.66 | - | - |
| Net change in cash and cash eq. | -78.8% | 12 | 53 | -2.82 | 3.41 | - | - |
Analysis of PAKKA's financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Sep 30, 2025
| Description | Share | Value |
|---|---|---|
| Paper & Pulp | 80.2% | 63.6 Cr |
| Moulded Products | 19.8% | 15.7 Cr |
| Total | 79.4 Cr |