Named agents that watch one domain each, ground in its 360, and recommend the next action — the reasoning layer over the mesh.
Each agent owns one job — collect cash, defend the films spread, grow Asepto & save the contract book, track the deleverage off 4.35×, lead on recycling & EPR, protect the CPG golden record, hold tender pricing, lift plant utilization. They read the same governed data the 360s show, surface the live finding, and recommend the move. This is the reasoning layer over the mesh.
Every card reads the same governed data its 360 shows — a live finding, the recommended move, and the value at stake.
Finding. ₹700 Cr of receivables is >60 days late; stretched CPG terms, export documentation cycles and third-party chips buyers drive the blended 92-day DSO.
Recommends. Run a collections sprint on the aged book + tighten export LCs and CPG payment terms — frees ~₹717 Cr toward the 75-day target and the FY27 debt paydown.
Finding. The ~260 KT India BOPET overcapacity and crude-linked resin costs hold films spreads down; EBITDA margin sits 2.2 pts below the 15% target (Q4 exit was 15.3%).
Recommends. Tilt mix to Alox / high-barrier / PCR films, lean on Panipat + Egypt chips backward-integration for spread capture, and reprice resin pass-throughs — hold share, don't chase price.
Finding. ₹310 Cr of value-added & converting contracts is at risk of non-repeat across the next four quarters; Asepto sold 7.97 bn packs on Sanand's 12 bn capacity.
Recommends. Trigger save-plays on at-risk contracts; lock multi-year dairy, juice & liquor-carton agreements before the Egypt greenfield doubles aseptic capacity to 24 bn packs.
Finding. Net debt runs at 4.35× EBITDA — UP from 3.73× through the ₹2,044 Cr capex cycle (peak 4.52×); covenant headroom is 1.15× against the 5.5× ceiling.
Recommends. Hold FY27 capex near ₹1,400 Cr and sweep operating cash (₹992 Cr OCF) to debt as the Egypt, Noida & Mexico assets ramp — track the glide toward 3×.
Finding. EPR mandates (30% rigid / 10% flexible / 5% MLP) are in force; the Recycling / Project Plastic Fix program targets ₹45 Cr run-rate — 586 mn PCR bottles + 10,237 MT MLP processed FY26, Noida 36 kTPA rPET ramping.
Recommends. Lock rPET / PCR offtake with CPG accounts (Asclepius 90% PCR film), certify recycled-content credits for FY27 filings, and scale toward the 100,000 MT goal.
Finding. CPG & export accounts (e.g. Converters & third-party chips at 105d) carry conflicting payment / Incoterm records across the order desk and 8 overseas entity ERPs; ~180 duplicate ship-to records await merge.
Recommends. Reconcile term conflicts on the golden record; standardize export LCs / Incoterms and CPG payment terms before the billing migration — protect the contract book.
Finding. Standalone entity ERPs & project quoting discount at 6% vs 5% on governed SAP SD — straight margin leakage on films and machine & cylinder bids.
Recommends. Move overseas-entity films quoting and engineering & cylinder bids onto SAP SD/CPQ with one price book and approvals; protect converting margin.
Finding. India films & chips (Jammu · Panipat · Dharwad) runs lowest at 74% utilization with 120 open reqs; group films utilization is 77.5% (India 72.3%) as new capacity ramps.
Recommends. Lift utilization with common scheduling and MES telemetry across the 9-country network — converts paid-for extrusion & converting capacity into dispatch.
Grounded in the live cockpit snapshot via Azure OpenAI.