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Latest filing: 2026-09-25 15:53
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Perfectpac Allotted 16,200 Sqm YEIDA Industrial Plot for ₹22.74 Cr Expansion
Perfectpac Limited has received an allotment letter from Yamuna Expressway Industrial Development Authority (YEIDA) for an industrial plot measuring 16,200 square meters in Sector 8D on a 90-year lease. The total land cost is ₹22.74 crore, representing roughly 47% of the company's current market capitalization of ₹48 crore and over 58% of its net worth (₹39 crore). Payment terms require 10% (₹2.27 crore) within 30 days and the balance (₹20.46 crore) within 90 days. The acquisition is intended for setting up a corrugated box packaging manufacturing facility.
Confidence: HIGH
What changedPerfectpac has secured a 16,200 sqm industrial land parcel from YEIDA to expand its manufacturing footprint.
Why it mattersThe ₹22.74 crore acquisition is massive relative to the company's balance sheet (net worth of ₹39 crore, TTM revenue of ₹113 crore), marking a major long-term capacity expansion initiative.
Total plot cost: Rs. 22,73,75,400/-Plot area: 16,200 square metersPlot cost vs Net Worth: ~58.3%Plot cost vs Market Cap: ~47.4%Registration money (10%): Rs. 2,27,37,540/-Lease tenure: 90 years
📅 Short termFocus will be on the upcoming cash outflow of ₹22.74 crore over the next 90 days and how funding is structured without heavily straining liquidity.
📈 Long termIf operationalized effectively, the new facility could significantly scale revenue beyond the current ~₹113 crore plateau, although plant construction and execution will span multiple quarters.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Funding/leverage risk: Paying ₹22.74 crore within 90 days is very large relative to annual net profit (~₹3.14 crore) and existing cash/debt levels
- Execution risk: Green-field project execution, potential delays, and construction capex costs
Key Highlights
Allotted 16,200 square meters of industrial land in Sector 8D from YEIDA
Total plot cost is ₹22,73,75,400 (including PLC) on a 90-year leasehold basis
Payment structure: ₹2,27,37,540 payable in 30 days; balance ₹20,46,37,860 payable within 90 days
Land acquired specifically for corrugated box packaging manufacturing expansion
👀 What to Watch
Track how the company plans to fund the ₹22.74 crore land cost (cash, debt, or equity dilution) given its current net worth of ₹39 crore, and watch for subsequent disclosures regarding plant capex and commissioning timelines.
58% YoY PAT Drop to ₹0.51 Cr in Q1 FY27; MD Re-appointed for 3 Years
Perfectpac Ltd reported a weak set of results for Q1 FY27, with Net Profit declining 58% YoY to ₹0.51 Cr compared to ₹1.21 Cr in the same period last year. Revenue from operations saw a marginal decline of 3.8% YoY to ₹28.54 Cr, indicating that the profit drop was primarily driven by margin compression. Profit Before Tax (PBT) fell to ₹0.67 Cr from ₹1.62 Cr YoY. The board also approved the re-appointment of Sanjay Rajgarhia as Managing Director for a three-year term starting July 2027.
Confidence: HIGH
What changedThe company experienced a sharp contraction in profitability despite relatively stable revenue, alongside a formal extension of the current Managing Director's tenure.
Why it mattersFor a micro-cap company with a ₹52 Cr market cap, a 58% drop in quarterly profit is significant and suggests intense pricing pressure or rising input costs in the packaging segment.
Revenue (Q1 FY27): ₹28.54 CrNet Profit (Q1 FY27): ₹0.51 CrYoY PAT Growth: -58%Q1 Revenue vs TTM Revenue: 25.03%MD Re-appointment Period: 3 years
📅 Short termThe stock may face downward pressure in the short term as the market reacts to the significant decline in bottom-line performance and margin erosion.
📈 Long termLimited structural change; the company continues to operate in a single segment (Packaging) with thin margins and high sensitivity to raw material prices.
⚠ Risk flags
- Significant margin compression
- Single-segment concentration risk
- Micro-cap liquidity risk
Key Highlights
Net Profit fell 58% YoY to ₹0.51 Cr from ₹1.21 Cr in June 2025.
Revenue from operations decreased 3.8% YoY to ₹28.54 Cr from ₹29.68 Cr.
Earnings Per Share (EPS) dropped to ₹0.76 from ₹1.82 in the year-ago quarter.
Total expenses accounted for 97.6% of total income, standing at ₹27.89 Cr.
MD Sanjay Rajgarhia re-appointed for a 3-year term effective July 01, 2027.
👀 What to Watch
Investors should monitor the company's ability to pass on raw material costs, as the 'Cost of Materials Consumed' stood at ₹20.24 Cr (71% of revenue). Watch for margin recovery in the next two quarters to determine if this is a cyclical dip or a structural decline.
Perfectpac Q1 PAT Drops 58% YoY to ₹0.51 Cr; MD Re-appointed for 3 Years
Perfectpac reported a weak set of results for Q1 FY27, with net profit declining sharply by 57.8% YoY to ₹0.51 Cr from ₹1.21 Cr. Revenue from operations saw a marginal decline of 3.8% YoY to ₹28.54 Cr. The bottom line was impacted by stagnant expenses despite the revenue dip, with total expenses accounting for 97.7% of total income. Additionally, the board approved the re-appointment of Sanjay Rajgarhia as Managing Director for a three-year term effective July 2027.
Confidence: HIGH
What changedPerfectpac experienced a significant contraction in profitability despite relatively stable revenues, alongside a formal extension of the current Managing Director's tenure.
Why it mattersFor a micro-cap company with a ₹52 Cr market cap, a 58% drop in quarterly profit is material and indicates severe margin pressure in the packaging segment.
Q1 FY27 Revenue: ₹28.54 CrQ1 FY27 Net Profit: ₹0.51 CrYoY PAT Growth: -57.8%Q1 Revenue vs TTM Revenue: 25.03%MD Re-appointment Term: 3 years
📅 Short termThe stock may face downward pressure in the short term due to the substantial miss in earnings and sharp decline in EPS.
📈 Long termThe company shows stagnant annual growth (FY26 revenue was nearly flat vs FY25) and volatile margins; long-term value depends on scaling the packaging business beyond current levels.
⚠ Risk flags
- Significant margin compression
- Micro-cap liquidity risk
- Single segment concentration (Packaging)
Key Highlights
Net profit for Q1 FY27 fell to ₹0.51 Cr, a 57.8% decrease from ₹1.21 Cr in Q1 FY26.
Revenue from operations declined 3.8% YoY to ₹28.54 Cr compared to ₹29.68 Cr in the same period last year.
Earnings Per Share (EPS) dropped significantly to ₹0.76 from ₹1.82 YoY.
Profit Before Tax (PBT) margin contracted to 2.35% in Q1 FY27 from 5.44% in Q1 FY26.
Managing Director Sanjay Rajgarhia re-appointed for a 3-year term from July 1, 2027, to June 30, 2030.
👀 What to Watch
Investors should monitor the company's ability to pass on raw material costs, as the 'Cost of Materials Consumed' remains high at ₹20.24 Cr (71% of revenue). Watch for margin recovery in the next two quarters to see if this profit dip is cyclical or structural.
