Yash Pakka Limited
BSE:516030
Yash Pakka Limited
Yash Pakka Ltd. engages in the manufacture of paper. The company is headquartered in Faizabad, Uttar Pradesh. The principal place of business of the Company is in Ayodhya, Uttar Pradesh, India. Its products are used in everyday food and fast-moving consumer goods (FMCG) packaging. The products comprise low grammage milligram industrial bleached and unbleached paper grades ranging approximately between 30-80 grams per square meter. The firm also produces specialized grades for wrapping, packaging and interleaving for food and pharmaceutical uses and other. The firm offers molded products under the brand name, Chuk. The Chuk product range caters to the food industry and comprises compostable disposables for food services and egg trays for food transportation and storage.
Yash Pakka Ltd. engages in the manufacture of paper. The company is headquartered in Faizabad, Uttar Pradesh. The principal place of business of the Company is in Ayodhya, Uttar Pradesh, India. Its products are used in everyday food and fast-moving consumer goods (FMCG) packaging. The products comprise low grammage milligram industrial bleached and unbleached paper grades ranging approximately between 30-80 grams per square meter. The firm also produces specialized grades for wrapping, packaging and interleaving for food and pharmaceutical uses and other. The firm offers molded products under the brand name, Chuk. The Chuk product range caters to the food industry and comprises compostable disposables for food services and egg trays for food transportation and storage.
Jagriti Focus: The company is fully focused on stabilizing and completing Project Jagriti in India, with CapEx spend of INR 500–515 crores already committed and commissioning targeted for July 2026.
Guatemala Project Paused: Expansion activities for Project Kawok (Guatemala/US) have been paused to conserve resources and focus on Indian operations; around $4–5 million has already been spent.
Profitability Recovery: The company rebounded from challenging earlier quarters, with improved operational efficiency helping offset a 4% drop in prices compared to last year.
Food Services Growth: Food Services revenue improved versus the prior quarter; B2C segment revenue grew 80% year-over-year for the first 9 months, with new products contributing to sales and margins.
Funding Update: Of the INR 515 crores Jagriti spend, INR 308 crores is bank-funded and INR 198 crores from equity; about INR 60 crores equity gap remains, expected to be filled via internal accruals and promoter funds by March.
Leadership & Strategy: No immediate plans to hire an external CEO; focus is on developing leadership from within and building organizational strength.
Guidance Moderation: Management acknowledged past over-optimism and now intends to offer more conservative, realistic projections going forward.
