PMEGP · Packaging

PMEGP Packaging Unit Project Report

Bank-ready packaging unit report under PMEGP — project cost ₹10 Lakh–1 Cr, subsidy, CMA data, DSCR ≥ 1.50 and 5-year projections.

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About This Scheme

If you are planning to start a packaging unit under the PMEGP scheme, a bank-ready project report is essential for loan approval. This page provides a detailed guide for a packaging unit project report with NIC code 17022, covering project costs between ₹10 Lakh to ₹1 Crore. The report includes critical financial data such as CMA (Credit Monitoring Arrangement) data, DSCR (Debt Service Coverage Ratio), and 5-year financial projections. A well-prepared project report increases your chances of subsidy approval and loan sanction from banks. We explain the format, subsidy calculation, and key documents required to make your application smooth and successful.

PMEGP
Scheme
Packaging Unit
Business
₹10 Lakh–1 Cr
Project Cost
17022
NIC Code
15–35% margin-money subsidy
Coverage
≥ 1.50
DSCR (bank norm)
PDF · Word · Excel
Formats
₹499 / report
Price

Eligibility for PMEGP Packaging Unit

To apply for PMEGP subsidy for a packaging unit, the applicant must be an individual above 18 years of age, with at least 8th standard education (or as per local bank norms). For projects above ₹10 Lakh, a minimum of Class 12 pass is required. There is no upper age limit. The unit can be set up in rural or urban areas. Existing units are not eligible. The project must be new and not a takeover of an existing business. For partnership firms, all partners must meet eligibility criteria. The maximum project cost for manufacturing units under PMEGP is ₹50 Lakh, but for specialized units like packaging, banks may consider up to ₹1 Crore with additional collateral.

Project Cost and Subsidy Calculation

For a packaging unit under PMEGP, the project cost includes land (if purchased), building, plant and machinery, working capital, and preliminary expenses. The subsidy is 25% of the project cost for general category in urban areas and 35% for rural areas. For SC/ST/OBC/minorities/women/PH/ex-servicemen, the subsidy is 35% in urban and 45% in rural areas. The maximum subsidy is ₹20 Lakh for general and ₹25 Lakh for special categories. For example, a ₹30 Lakh project in rural area for a general category applicant gets ₹7.5 Lakh subsidy (25% of 30 Lakh) but capped at ₹20 Lakh. The balance is funded by the bank as term loan (60%) and promoter contribution (15%).

Documents Required for Project Report

A comprehensive project report for a packaging unit under PMEGP must include: (1) Identity proof (Aadhaar, PAN), (2) Address proof, (3) Educational certificates, (4) Caste certificate (if applicable), (5) Project report with CMA data, DSCR, and 5-year projections, (6) Quotations for machinery and equipment, (7) Land documents (lease/ownership), (8) Partnership deed (if applicable), (9) Bank statement of last 6 months, (10) Any training certificate (e.g., entrepreneurship development). Ensure the project report is prepared as per the bank's format and includes detailed financials like profitability, break-even analysis, and repayment schedule.

Step-by-Step Application Process

1. Prepare a detailed project report with the help of a CA or consultant. 2. Register on the PMEGP online portal (kviconline.gov.in) and fill the application form. 3. Submit the application to the nearest KVIC or District Industries Centre (DIC). 4. After scrutiny, the application is forwarded to the bank for loan appraisal. 5. The bank will assess the project report, visit the site, and sanction the loan. 6. Once the loan is sanctioned, the subsidy amount is released to the bank and adjusted against the loan. 7. Start the unit and submit utilization certificate. The entire process takes 30-60 days. Ensure all documents are self-attested and notarized where required.

Local Adaptation for Your City/State

For a packaging unit in [Your City/State], consider local demand for packaging materials (e.g., corrugated boxes, plastic packaging, food-grade packaging). Check with the local DIC for specific state-level subsidies or additional incentives. For example, in Maharashtra, the state government offers additional capital subsidy under the Package Scheme of Incentives. In Uttar Pradesh, there is a special incentive for MSMEs in backward districts. Also, ensure your project report mentions the local market potential and raw material availability. Banks prefer projects that are location-specific and have a clear marketing strategy.

What Your Report Includes

Every report is formatted to the exact standards required by Indian banks and government departments.

  • Executive Summary with scheme-specific highlights
  • Promoter profile & KYC details
  • Business description & market analysis
  • Machinery & equipment list with quotations
  • Raw material & manpower planning
  • 5-year financial projections (P&L, Balance Sheet, Cash Flow)
  • CMA Data in IBA-approved format
  • Working Capital Assessment — Tandon Method II (RBI norms)
  • Loan repayment schedule with DSCR ≥ 1.25
  • SWOT analysis
  • Declarations & undertakings as per scheme guidelines

Eligibility Checklist

  • packaging unit owner eligible under PMEGP (15–35% margin-money subsidy)
  • Valid Aadhaar & PAN
  • Udyam (MSME) registration recommended
  • New or existing packaging unit
  • Age 18+
  • No prior bank default
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A complete 14-section project report — the same document your bank officer will read. Every table below is real: the repayment schedule, the DSCR, the CMA workings, the balance sheet. Generate yours free, then pay ₹499 for the clean copy.

Project cost
₹10,00,000
Term loan sought
₹8,00,000
Promoter's margin
₹2,00,000 (20%)
Average DSCR
5.87 (norm ≥ 1.25)
Break-even
62% of Year-1 sales
Employment
3 existing + 3 new

Project Report

Sharma Electronics & Repair Services

Consumer electronics repair, servicing & spare-parts retail

Vaishali Nagar, Jaipur, Rajasthan

SchemeMUDRA Tarun
Loan applied for₹8,00,000
Total project cost₹10,00,000
ConstitutionSole Proprietorship

Submitted to the Branch Manager · Punjab National Bank, Vaishali Nagar, Jaipur

01

Executive Summary

Name of the unit
Sharma Electronics & Repair Services
Constitution
Sole Proprietorship
Promoter
Suresh Sharma (34 years)
Address of unit
Shop No. 12, Ground Floor, Vaishali Nagar, Jaipur — 302021
Nature of activity
Consumer electronics repair, servicing & spare-parts retail
NIC code
9521 — Repair of consumer electronics
Scheme applied under
Pradhan Mantri MUDRA Yojana — Tarun
Total project cost
₹10,00,000
Term loan requested
₹8,00,000 (80%)
Promoter's contribution
₹2,00,000 (20%)
Repayment
60 monthly instalments @ 10.50% p.a.

The unit has been in operation since 2019 and currently services 20–25 jobs a day from a 350 sq.ft. ground-floor shop, with a recorded customer base of 600+ households in the Vaishali Nagar catchment. The promoter proposes to expand the workbench capacity, add board-level diagnostic equipment and carry a spare-parts inventory so that 70% of repairs can be completed same-day instead of the present 3-day turnaround.

The project is assessed at a cost of ₹10.00 lakh, financed by a ₹8.00 lakh MUDRA Tarun term loan and ₹2.00 lakh of promoter's own contribution (20%). At the projected turnover the unit services its debt 5.87 times over on average, against the 1.25 minimum, and breaks even at 62% of Year-1 sales — leaving substantial cushion against a demand shortfall.

Recommendation: the proposal is technically feasible, commercially viable and financially sound. It is recommended for sanction of a term loan of ₹8.00 lakh repayable in 60 monthly instalments.

05

Project Cost

Cost of the project
ParticularsBasisAmount (₹)
Renovation & civil work200 sq.ft. additional area, electrical, ESD flooring1,20,000
Diagnostic & repair equipmentAs per quotations — Annexure IX2,40,000
Computers, software & service tools2 systems, billing software, tool kits80,000
Furniture, air-conditioning & display fixturesCounter, racks, 1.5 T AC60,000
Margin money for working capitalStock, receivables & operating cash5,00,000
Total project cost10,00,000

A 5% contingency is built into the civil and equipment estimates. All capital items are supported by three quotations each.

06

Means of Finance

Means of finance
SourceAmount (₹)% of project cost
Promoter's own contribution2,00,00020.00%
Term loan under MUDRA Tarun8,00,00080.00%
Subsidy / margin money grantNil
Total10,00,000100.00%

Promoter's contribution is held in Savings A/c No. XXXXXX4417 with Punjab National Bank, Vaishali Nagar (statement enclosed). Debt–equity at inception is 4.00 : 1, improving to 1.65 : 1 by the end of Year 1.

For PMEGP, PMFME, NABARD and state-subsidy proposals this section additionally carries the margin-money subsidy workings, the subsidy-adjusted repayment and a second DSCR computed net of subsidy.

07

Machinery & Equipment

Plant, machinery and equipment proposed
EquipmentQtyRate (₹)Amount (₹)
BGA rework station with preheater195,00095,000
Digital storage oscilloscope with probes145,00045,000
Universal IC programmer135,00035,000
Ultrasonic PCB cleaning unit122,00022,000
Soldering / desoldering stations38,00024,000
Precision tool kits & ESD workbench29,50019,000
Total2,40,000

Suppliers: Fine Tools India (Jaipur), Sagar Electronics (Delhi), Techno Instruments (Jaipur). Quotations enclosed at Annexure IX. Delivery within 30 days of sanction; installation by the supplier at no extra cost.

09

Profitability Projections (5 Years)

Projected profit & loss account (₹ in lakh)
ParticularsYear 1Year 2Year 3Year 4Year 5
Service & repair income24.0028.3232.5736.8041.22
Sale of spares & accessories9.6011.3313.0314.7316.49
Total revenue33.6039.6545.6051.5357.71
Cost of spares & materials (45%)15.1217.8420.5223.1925.97
Gross profit18.4821.8125.0828.3431.74
Salaries & wages6.727.267.848.479.14
Rent1.441.511.591.671.75
Power & fuel0.720.780.830.890.95
Repairs & maintenance0.300.330.360.390.42
Marketing & business promotion0.360.400.440.480.52
Administrative & miscellaneous0.600.660.720.780.84
Insurance0.120.130.140.150.16
Total operating expenses10.2611.0711.9212.8313.78
EBITDA8.2210.7413.1615.5117.96
Depreciation (WDV, as per IT Act)0.860.660.520.420.35
EBIT7.3610.0812.6415.0917.61
Interest on term loan0.780.640.480.310.11
Profit before tax6.589.4412.1614.7817.50
Income tax (as applicable)0.300.620.951.351.80
Profit after tax6.288.8211.2113.4315.70

Revenue grows 18%, 15%, 13% and 12% over the five years, against 22% achieved by the unit in the last audited year. Capacity utilisation moves from 72% to 91%; the projections do not assume any increase in service rates.

10

Repayment Schedule & DSCR

Loan amount
₹8,00,000
Rate of interest
10.50% p.a. (reducing balance)
Tenure
60 months
Moratorium
Nil
Equated monthly instalment
₹17,195
Total interest over the tenure
₹2,31,707
Year-wise repayment schedule (₹)
YearOpening balancePrincipal repaidInterestTotal outgoClosing balance
18,00,0001,28,40477,9372,06,3416,71,596
26,71,5961,42,55563,7872,06,3415,29,041
35,29,0411,58,26548,0772,06,3413,70,776
43,70,7761,75,70630,6352,06,3411,95,070
51,95,0701,95,07011,2722,06,341Nil
Total8,00,0002,31,70710,31,705
Debt service coverage ratio (₹ in lakh)
ParticularsYear 1Year 2Year 3Year 4Year 5
Profit after tax6.288.8211.2113.4315.70
Add: depreciation0.860.660.520.420.35
Add: interest on term loan0.780.640.480.310.11
Cash available for debt service (A)7.9210.1212.2114.1616.16
Principal repayment1.281.431.581.761.95
Interest0.780.640.480.310.11
Total debt service (B)2.062.072.062.072.06
DSCR (A ÷ B)3.844.895.936.847.84

Average DSCR over the tenure: 5.87. The minimum acceptable to banks is 1.25; the unit crosses that threshold even if Year-1 revenue falls 60% short of projection.

11

Balance Sheet & Cash Flow Projections

Projected balance sheet (₹ in lakh)
ParticularsYear 1Year 2Year 3Year 4Year 5
LIABILITIES
Capital account (net of drawings)4.087.5012.1117.7424.44
Term loan — long-term portion5.293.711.95
Term loan — current maturity1.431.581.761.95
Sundry creditors (30 days)1.261.491.711.932.16
Other current liabilities & provisions0.300.350.400.450.50
Total12.3614.6317.9322.0727.10
ASSETS
Net fixed assets4.143.482.962.542.19
Stock of spares (45 days)1.862.202.532.863.20
Sundry debtors (10 days)0.921.091.251.411.58
Cash & bank balance5.447.8611.1915.2620.13
Total12.3614.6317.9322.0727.10
Cash flow statement — Year 1 (₹ in lakh)
SourcesAmountApplicationsAmount
Profit after tax6.28Capital expenditure5.00
Depreciation0.86Increase in stock1.86
Increase in creditors & provisions1.56Increase in debtors0.92
Term loan drawn8.00Repayment of term loan1.28
Promoter's capital introduced2.00Drawings4.20
Closing cash & bank5.44
Total18.70Total18.70
12

CMA Data & Working Capital Assessment

Working capital is assessed under the Tandon Committee Method II, the basis used by banks for limits up to ₹5 crore. The workings below are drawn from the Year-1 projections above.

Maximum permissible bank finance (₹ in lakh)
ParticularsAmount
Stock of spares1.86
Sundry debtors0.92
Cash & bank balance5.44
Total current assets (TCA)8.22
Sundry creditors1.26
Other current liabilities & provisions0.30
Current maturity of term loan1.43
Other current liabilities (OCL)2.99
Working capital gap (TCA − OCL)5.23
25% of TCA — stipulated margin2.06
Maximum permissible bank finance (Method II)3.18

No cash-credit limit is sought in this proposal; the assessment is presented because bank officers ask for it. Were the limit of ₹3.18 lakh availed, the current ratio would stand at 1.33 — above the 1.25 stipulated by IBA.

CMA statements included in the full report

  • Form I — particulars of existing and proposed limits
  • Form II — operating statement (actuals and projections)
  • Form III — analysis of the balance sheet
  • Form IV — comparative statement of current assets and current liabilities
  • Form V — computation of maximum permissible bank finance
  • Form VI — fund flow statement
  • Ratio analysis and holding-period statement
13

Key Ratios, Break-Even & SWOT

Key financial indicators
RatioYear 1Year 2Year 3Year 4Year 5Bank norm
Current ratio2.753.263.874.519.36≥ 1.25
Debt–equity ratio1.650.710.310.11Nil≤ 3.00
DSCR3.844.895.936.847.84≥ 1.25
Net profit margin18.7%22.2%24.6%26.1%27.2%
Interest coverage9.415.826.348.7160.1≥ 2.00
Break-even analysis — Year 1 (₹ in lakh)
ParticularsAmount
Fixed costs (salaries, rent, admin, depreciation, interest)10.88
Variable costs (materials, power, maintenance)16.14
Contribution (revenue − variable costs)17.46
P/V ratio51.96%
Break-even sales20.94
Break-even as % of Year-1 revenue62.3%
Cash break-even as % of Year-1 revenue57.4%

Strengths

  • Nine years of promoter experience in the same line of activity; the unit is already running and profitable.
  • Only board-level repair capability in a 3 km catchment of 12,000 households.
  • 85% repeat customers — revenue is recurring rather than one-off.
  • Low fixed-cost base; the shop is rented at ₹12,000 a month with no owned-premises burden.

Weaknesses

  • Technical dependence on the proprietor for complex board-level work.
  • Informal book-keeping to date; a computerised billing and stock system is part of this project.
  • Brand recognition limited to the immediate locality.

Opportunities

  • Right to Repair framework improving access to genuine spares for independent repairers.
  • About 3,000 new households entering the catchment within 1 km.
  • Institutional tie-ups — schools, clinics and offices for annual maintenance contracts.

Threats

  • An authorised brand service centre opening within the catchment.
  • Import-duty-led increases in spare-parts prices.
  • Attrition of trained technicians to larger service chains.
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Project cost ₹10 Lakh–1 Cr, NIC 17022.

CMA, DSCR ≥ 1.50, 5-year projections.

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Frequently Asked Questions

Can I fund a packaging unit with PMEGP?

Yes — PMEGP (15–35% margin-money subsidy) is commonly used for packaging unit. The report is formatted to PMEGP requirements with subsidy/margin money shown.

How much subsidy under PMEGP?

15–35% margin-money subsidy — computed automatically in the means-of-finance and subsidy sections.

How do I get it?

Register free, pick the scheme & loan amount, and the full bank-ready report is drafted for you (CMA data, DSCR, 5-year projections) in under 60 seconds. First report free; clean exports ₹499.

What is the maximum project cost for a packaging unit under PMEGP?

The maximum project cost for manufacturing units under PMEGP is ₹50 Lakh. However, for specialized units like packaging, some banks may consider up to ₹1 Crore, but the subsidy is capped at ₹20 Lakh (general) or ₹25 Lakh (special category). The balance must be funded by the bank loan and promoter contribution.

How is the subsidy amount calculated for a packaging unit?

The subsidy is calculated as a percentage of the project cost: 25% for general category in urban areas, 35% for rural; for special categories (SC/ST/OBC/women, etc.), 35% urban and 45% rural. The maximum subsidy is ₹20 Lakh for general and ₹25 Lakh for special categories. For example, a ₹30 Lakh project in rural area for general gets ₹7.5 Lakh (25% of 30 Lakh) but capped at ₹20 Lakh.

What is the role of CMA data in the project report?

CMA (Credit Monitoring Arrangement) data is a key part of the project report. It includes the projected balance sheet, profit and loss statement, and cash flow for 5 years. Banks use CMA data to assess the viability of the project, calculate DSCR (Debt Service Coverage Ratio), and decide on loan amount and repayment terms. A well-prepared CMA data increases loan approval chances.

Can I get PMEGP subsidy for a packaging unit in an urban area?

Yes, PMEGP covers both rural and urban areas. However, the subsidy percentage is lower for urban areas (25% for general, 35% for special categories) compared to rural (35% and 45% respectively). The maximum subsidy cap remains the same. Urban units may also face higher competition, so ensure your project report highlights unique selling points.

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