Business Analysis of Yash Pakka
Waste isn't waste until we waste it
lets deep dive
1) #yashpakka
D- not invested
Waste isn't waste until we waste it
lets deep dive
1) #yashpakka
D- not invested
2)What made me look into this company is basically the promotor background?
Pradeep Vasant Dhobale
He is a prominent person in the paper industry,While working at ITC he moved from trainee to board level.
He was the person behind ITC's paper division &expanded it to new heights
Pradeep Vasant Dhobale
He is a prominent person in the paper industry,While working at ITC he moved from trainee to board level.
He was the person behind ITC's paper division &expanded it to new heights
3)Yash Pakka is involed in business of recycled paper and packaging products
the product contain low-carbon and are fiber based products made from bagasse which are recyclable
it markets molded tableware products under brand CHUK
the product contain low-carbon and are fiber based products made from bagasse which are recyclable
it markets molded tableware products under brand CHUK
4)products and applications
Industrial 30-80GSM bleched and unbleached papers are used for food and pharmaceutical sector packaging, interleaving, and wrapping.
Compostable mineral-based film pellets for carrying food and moulded pulp-based products are used in food services.
Industrial 30-80GSM bleched and unbleached papers are used for food and pharmaceutical sector packaging, interleaving, and wrapping.
Compostable mineral-based film pellets for carrying food and moulded pulp-based products are used in food services.
5)Value Chain
co collects raw materials which is sugarcane waste called Baggasse in & around its plant in ayodya
sends it for cleaning & storage later it gets converted into pulb and finish product is made for transportion
attaching videos fo references
co collects raw materials which is sugarcane waste called Baggasse in & around its plant in ayodya
sends it for cleaning & storage later it gets converted into pulb and finish product is made for transportion
attaching videos fo references
6)CHUK table ware products
these are molded products alternative to plastics which are lightweight,flexible
these are mainly used in food transportation and storage
eg: plates,parcel covers,cutlery,egg trays etc
these are molded products alternative to plastics which are lightweight,flexible
these are mainly used in food transportation and storage
eg: plates,parcel covers,cutlery,egg trays etc
7)financials
Revenue Split:
Paper - 88%
Moulded Product - 12%
Geographical Split:
Within India - 83%
Outside India - 17%
FY22 highlights👇
Revenue Split:
Paper - 88%
Moulded Product - 12%
Geographical Split:
Within India - 83%
Outside India - 17%
FY22 highlights👇
8)expansion & Growth opputunities
- US subsidiary ,Pakka inc could help export
- co has guided for expansion of plant capacity in 3 stages based on demands
- Since many FMCG companies are considering sustainable packaging, this industry might be the next leg of growth
- US subsidiary ,Pakka inc could help export
- co has guided for expansion of plant capacity in 3 stages based on demands
- Since many FMCG companies are considering sustainable packaging, this industry might be the next leg of growth
9)thesis pointers
- strong promotor background
- location adv
- Cost-eff production process
- market shift towards sustainable packaging ,bio-degradable and recycled products
- strong promotor background
- location adv
- Cost-eff production process
- market shift towards sustainable packaging ,bio-degradable and recycled products
10)Anti-thesis pointer
- extensive competation from pvt market
- alternatives from different raw materials like arecanut leaves
near my hometown, i can find small firms making plates,cultery with arecanut leaves
watch this video for better understanding
- extensive competation from pvt market
- alternatives from different raw materials like arecanut leaves
near my hometown, i can find small firms making plates,cultery with arecanut leaves
watch this video for better understanding
11) I'm closing tracking this co as the promotor background is very sound and shall see how future products launches would pan out
end of the thread
end of the thread
tagging for wider reach
@safiranand @tushar9590 @agrawalmohit12 @ArindamPramnk @icanseeyourpix2 @charts_zone @kuttrapali26 @aswathiguna @drprashantmish6 @alphaspotcap @MomentumTraderz @pattanaik_jay @chartmojo @AnsuAgarwal3 @Panirajus @LearningEleven
@safiranand @tushar9590 @agrawalmohit12 @ArindamPramnk @icanseeyourpix2 @charts_zone @kuttrapali26 @aswathiguna @drprashantmish6 @alphaspotcap @MomentumTraderz @pattanaik_jay @chartmojo @AnsuAgarwal3 @Panirajus @LearningEleven
https://twitter.com/amithv_gowda/status/1585301862873694210?s=20&t=Z_Anv6dCORle-no7P0ul5Q
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