Depth bar: Due-diligence dossier for Stamped outreach. Estimates marked [~]; directory facts [dir]; unverified claims [!]. Never invent bill numbers, court outcomes, or emails.

1. Company overview & snapshot

Kanpur Plastipack Ltd (KANPRPLA) is a listed FIBC / raffia packaging exporter at Panki Industrial Area, Kanpur, with four units and a public sustainability story: ~50% of energy via solar (investor decks; website sometimes claims ~70%) and 16,167 kWp mixed rooftop/carport/open-access at Units 1 & 3. Lead-report FY26 revenue ~Rs 727 Cr. Stamped wedge: extrusion / tape-line MD after solar on KESCO.

1.1 Legal identity & corporate structure

Long-running public company (est. 1971; IPO lineage 1980s). Manoj Agarwal CMD; Shashank Agarwal Dy MD. CS Ankur Srivastava (secretary@kanplas.com).

1.2 What they make & where money comes from

FIBC/bulk bags, PP woven, yarns, UV masterbatch, technical textiles path, ESSEKAN JV mentions. Exports 60+ countries; food-grade cleanroom FIBC capability.

1.3 Plants, addresses & footprint

Unit I HQ D-19/20 Panki; Unit II A1/A2 Udyog Kunj finishing; Unit III extrusion & weaving greenfield; Unit IV D-6 Site-II; additional Kanpur Dehat capacity in decks. Pilot Unit III extrusion MD.

1.4 Leadership & CRM map

Manoj Agarwal primary (MD LinkedIn). Girish Chandra Head Manufacturing (company LinkedIn roster — confirm). Electrical SM names appear in field chatter — verify. Use info@kanplas.com / phones +91-512-2691113.

1.5 Recent news (24 months) & timing for Stamped

FY26 IR: renewable focus, JV, capacity/debottlenecking, ZLD/EPR narrative. Timing: after solar/VFD storytelling — residual MD proof.

2. Energy profile

DISCOM / supply (name early): KESCO (Kanpur Electricity Supply Company) for Panki industrial connections — confirm each unit’s consumer number.

2.1 Bill band, tariff & demand

At Rs 700 Cr+ FIBC with large extrusion, combined HT often ≥ Rs 30–80 lakh [~] even with 50% solar kWh — MD can dominate residual. Website 50% vs 70% claim inconsistency — ask actual settlement reports.

2.2 Generation, fuel & renewables

16,167 kWp solar portfolio across models. First UP rooftop claim historically. Grid + OA residual critical for Stamped.

2.3 EnMS, PAT, ISO, BRSR

Listed BRSR/ESG narrative; proprietary ERP / Industry 4.0 language — Path A favourable. ISO 50001 not confirmed here.

2.4 Likely ₹ leak categories (hypothesis)

Extruder start coincidence; sulzer loom banks; masterbatch line overlaps; compressor headers; AHU for cleanroom FIBC; night MD when solar zero; OA scheduling mismatch.

3. Operations, equipment & digital stack

3.1 Process flow & critical loads

Extrusion → weaving/tape → conversion/FIBC sewing → inspection → dispatch; masterbatch. Critical: extruders, looms, compressors, cleanroom HVAC.

3.2 Shifts, seasonality, production pattern

Export shipments; continuous fibre lines; month-end peaks possible.

3.3 Automation, metering, SCADA/EMS/DCS

ERP real-time claims; Path A via ERP/meter export preferred.

3.4 Capex / tech projects affecting energy

Solar and efficiency program ongoing — Stamped post-solar layer.

4. Stamped Energy fit analysis

4.1 ICP scorecard

Pass geography/vertical/scale/data. Bill likely pass. Decision MD accessible.

4.2 Fit score rationale

8/10; messaging risk is solar pride.

4.3 Wedge (parser-critical)

The strongest wedge is: extrusion and tape-line restart coincidence that still creates KESCO MD after ~50% solar energy credit — read-only prescriptions verified with evidence (layer after solar/VFD, not instead of them).

4.4 Objections & competitors

“50–70% solar already.” → MD residual. “ERP already optimises.” → ₹ owner + invoice. “VFD done.” → sequencing still.

4.5 Pilot design

Unit III extrusion feeders. Success: MD ₹ movement night/peak normalised to tonnes.

5. Before you reach out

5.1 Discovery checklist

• Unit-wise KESCO bills.
• True solar % last 12 months.
• Extruder count and start SOP.
• Cleanroom HVAC on same HT?
• ERP energy tags?
• Electrical head WhatsApp.
• OA schedule vs production.
• ZLD pump feeders.
• 90-day approver (Manoj vs Shashank).
• Two bills + 15-min if any.

5.2 Do not lead with

• Do not lead with dashboards, AI buzzwords or ESG-first pitch.
• Do not pitch more solar EPC.
• Do not contradict their sustainability brand — complement it.
• Do not mix Lohia Corp account (separate prospective-client) messaging.

5.3 Opening hooks

“When solar covers half the kWh, extrusion MD still shows up on KESCO at night — we assign that in ₹ and verify next bill.”

6. Risks, flags, controversies & sources

6.1 Integrity / controversy / regulatory (search explicitly)

• Search: Kanpur Plastipack + NGT/PCB/lawsuit/labour/tax raid/fraud (2024–2026).
• No material controversy located this pass.
• Solar % marketing inconsistency (50% vs 70%) — data-quality flag, not fraud allegation.
• Export compliance / food-grade claims are commercial strengths. Initiatives: 16 MWp-class solar; ZLD; EPR; Industry 4.0 ERP. Failures searched: none material found.

6.2 Data quality flags

• Revenue FY26 figures rely on IR/lead report — confirm latest audited.
• Girish Chandra LinkedIn not independently verified.
• Multi-unit meter map mandatory.

6.3 Sources consulted

• kanplas.com IR Q2/Q4 FY26 decks & media releases; corporate profile; LinkedIn Manoj Agarwal / company page; UP lead report.

Operating diligence addendum (meter → bill → owner)

A1. How to read the first two KESCO invoices

Ask the plant to share the latest two HT/EHT invoices with account name unredacted for legal matching, and demand/energy pages intact. Record: sanctioned or contract demand; billing demand; recorded maximum demand; power-factor reading and incentive/penalty line; ToD or peak/off-peak segmentation if present; fuel surcharge / electricity duty / municipal cess; any open-access or captive adjustment; and whether multiple meters roll into one consumer. Photograph or PDF the tariff category. Convert every line that can move with operational behaviour (MD, PF, ToD energy) into a ranked opportunity list — that list is the only list Stamped should sell into on day one.

For Panki Kanpur, the immediate commercial question is whether the consumer that matches the gate address is also the P&L that can approve a 90-day opex pilot. Many North India groups present a trading name on the gate and a different limited-company name on the bill. If they diverge, stop and re-paper the CRM record before proposing Scope of Work language.

A2. Process-specific measurement plan — extrusion + weaving/tape lines + FIBC conversion

Build a one-page event dictionary with the electrical owner: which start-up, hold, changeover, CIP, campaign or utility header historically coincides with bill pain. For each event type, ask (a) earliest safe start time, (b) whether the event can stagger versus a peer feeder, (c) what quality/safety interlock forbids delay, and (d) who today gets a WhatsApp if MD warns. Stamped’s value appears only when (d) exists — prescriptions without owners become another unread report.

Interval data preference order: (1) DISCOM 15-minute or AMI pull if available; (2) plant energy-meter logger CSV; (3) DCS/SCADA historian tags for large motors/utility headers; (4) daily energy + production register if interval is impossible. Never claim a percentage saving without production normalisation. Tonnes, batches, pairs, hours of sterile HVAC, or caustic MT are acceptable proxies depending on site.

A3. Path A vs Path B data access

Path A: read-only connection or scheduled export from existing EMS/SCADA/BMS/meter gateway; Stamped never writes setpoints. Path B: weekly CSV drops plus a shared campaign/production calendar. Either path must clear OT/IT security, retention, and need-to-know access. Expect an Indian industrial cyber questionnaire; answer in plain language — software layer, no PLC write, no remote control, bill verification.

If the site already paid for ISO 50001 consultants, VFDs, solar EPCs, or OEM analytics, acknowledge those spend lines explicitly. Stamped should be framed as the closure layer that turns residual observations into assigned rupees and invoice checks — not as a replacement capital project.

A4. 90-Day Bill Verification Program — local framing

Week 0: entity + bill + champion map. Weeks 1–2: baseline MD and energy components with production context. Weeks 3–8: weekly ranked prescription cards (max 5) with owner, due date, expected rupee line, and operational constraint. Weeks 9–12: reconcile executed cards to KESCO invoice components; document kill or expand. Commercial Band A working fee Rs 2–5 lakh [~] fixed for the proof — present as structured verification, not a discount pilot. Kill criteria: bill below ICP floor; no accessible data; no plant owner; unstable production without usable normalisation; zero controllable lever after two review cycles.

A5. Cluster and reference context

Field sequencing for this campaign batch should respect peer density: Mandi Gobindgarh steel day; Derabassi–Baddi–Rajpura chemistry day; Ghaziabad–Muzaffarnagar steel day; Kanpur–Unnao leather/packaging day. Peer references are for routing confidence, never for inventing shared bills. Keep each legal entity’s invoice private.

A6. Safety, quality and integrity boundaries

No outreach message may imply Stamped will change validated recipes, membrane current density, Tempcore quench parameters, sterile differential pressures, or tannery finish formulas. Those domains stay with process owners; Stamped only sequences and attributes cost to events inside already-approved envelopes. Controversies, historical tax matters, rating actions or inspections are pre-call awareness — they are not cold-call openers.

Position explicitly after solar — never compete with their renewable story.

Extended call-prep narrative (Stamped field use)

B1. First 20 minutes of discovery

Open with process respect, not software. Confirm legal entity on the invoice, DISCOM name, and who owns the largest feeder MD event in the last 90 days. Ask for two invoices and one production calendar export before any platform demo. If the champion cannot produce bills within a week, treat the opportunity as stalled — Bill Verification Program without invoices is theatre. Record whether Path A (historian/meter export) or Path B (CSV) is realistic given OT policy. Confirm the economic buyer who can approve a Rs 2–5 lakh [~] fixed 90-day fee without a full ERP tender.

B2. Prescription card discipline

Every recommendation must name: event, owner, due date, expected rupee line on the DISCOM invoice, operational constraint, and evidence of execution. Cards without owners are deleted. Cap weekly cards at five so plant teams are not flooded. Prefer MD sequencing and idle-hold cuts before exotic tariff products. Never propose changing validated recipe, membrane current, sterile pressure, or Tempcore quench parameters. If quality or safety forbids a schedule change, mark the lever as blocked and move on — credibility beats aggressive savings claims.

B3. Verifying savings without gaming

A lower bill alone is not success if tonnes, pairs, or batches fell. Normalise against a production proxy agreed in week 1. Document holidays, forced outages, new-line commissioning, captive/solar settlement changes, and weather-sensitive HVAC. Keep a decision ledger shared with the plant: recommendation, owner, status, expected vs observed invoice delta. Present kill or expand at day 90 with the same ledger — this is how Stamped differs from audit PDFs that never close.

B4. Competitive and incumbent handling

If the site has EMS/SCADA/BMS, OEM analytics, ISO consultants, or solar EPCs, congratulate the spend and ask what residual bill lines still surprise them monthly. Position Stamped as the closure layer: rupee assignments and invoice reconciliation. Refuse head-to-head dashboard bake-offs. If Gujarat, Panipat, or Noida corporate IT appears, keep plant electrical as the proof owner and let corporate rubber-stamp after a verified bill line — not before.

B5. Geographic and cluster logistics

Batch 3 spans Mandi Gobindgarh, Paonta/Derabassi/Rajpura, Ghaziabad/Muzaffarnagar, and Kanpur–Unnao. Plan field days by corridor. Carry printed one-pagers: Fit score, DISCOM hypothesis, strongest wedge sentence, and two discovery questions. After each visit, update extras field intel — especially corrected phones, electrical names, and whether the bill cleared Rs 30 lakh/month.

B6. Messaging hygiene for this batch

Owner-operated steel/leather accounts tolerate Hindi-friendly WhatsApp and short calls. Listed pharma/chemical accounts prefer email plus LinkedIn with technical depth. Never open with controversies (GST/Excise history, EuGMP observations, rating actions) — those are internal briefings only. Always name DISCOM early in research-backed prep sheets so call-prep UI can render correctly.

Site-specific residual diligence

C1. Meter boundary sketch (draw with plant on first call)

Sketch incomers, captive/solar settlement meters, critical process feeders, and utility headers. Mark which boundaries are inside the proposed 90-day scope and which are watch-only. If Modinagar consolidation, membrane upgrade, EU HVAC expansion, or multi-unit FIBC feeds muddy the sketch, freeze scope to one consumer number until maps exist.

C2. Production normalisation contract

Agree the production proxy in writing in week 1: caustic MT, bright-bar tonnes, TMT tonnes, footwear pairs, or extruded tonnes. Without that contract, day-90 debates become opinion. Record weather, holidays, and forced outages beside each verification month.

C3. Champion backup path

If the primary champion is travelling or in CAPA/audit mode, name a backup electrical or utilities owner before week 3. For family businesses, confirm WhatsApp is an acceptable channel. For listed parents, confirm whether plant P&L can approve opex under Rs 5 lakh without board paper.

C4. Red-team questions (ask yourself before send)

Is the DISCOM named the one on the invoice? Is the email pattern inferred only? Did we invent a bill band as fact? Did we lead with controversy? Did we propose control writes? If any answer is yes, rewrite before outreach.

C5. Final pre-send checklist

Confirm prospect_id matches campaign basename; strongest wedge sentence present; DISCOM token in section 2; at least three controversy/initiative bullets or explicit none-found with search terms; champion email first-backtick valid for mailto; cold-call Open/Hook/Proof/Ask quoted. Re-open company website homepage the morning of send — addresses and phones drift.

Extra note for Panki: obtain Unit-1 vs Unit-3 KESCO consumer numbers before claiming a consolidated 50 percent solar residual MD story. Night-shift extrusion starts remain the first prescription card candidate.

Night-peak extrusion on Unit 3 after open-access shortfalls is the preferred first MD card; do not open with net-metering theology.

6.4 Evidence discipline and next research actions

This dossier separates three evidence classes. Verified public facts come from corporate websites, MCA aggregators, annual/BRSR filings, rating rationales, court databases and named LinkedIn profiles. Directional operating hypotheses use disclosed process profiles to decide what to check on the first call; they are not allegations of failure. Commercial estimates—especially monthly electricity spend—remain labelled [~] until the site provides a current HT invoice and production context.

Immediate sequence after first contact: (1) verify legal entity and invoice ownership; (2) collect two DISCOM invoices and document tariff, demand and PF lines; (3) identify the top three load events with the electrical/utility owner; (4) map production or quality constraints that cannot move; (5) agree the smallest controllable boundary for a 90-day trial. Security and governance: confirm permitted interface (historian export, meter CSV, secure file exchange) plus retention and OT approvals. No proposal implies PLC/DCS writes, recipe changes or unapproved remote control.

Treat adverse information proportionately. A negative search is not clearance that no legal, environmental, labour or financial issue exists. When a named proceeding exists, cite source, date, procedural status and exact entity; do not imply guilt or current business impact without reliable evidence. Re-check material sources and contact tenure immediately before a campaign send.