KUANTUMNSEKuantum Papers LimitedMediumNeutral
Announced Wed, 21 May · 10:25 IST

Kuantum Papers Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

KUANTUM · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Kuantum Papers shared its Q4 and full-year FY25 earnings presentation. FY25 revenue fell 8.6% YoY to INR 11,070 Mn, while EBITDA dropped 27% to INR 2,426 Mn and margins shrank sharply from 27.5% to 21.9%. Net profit declined 37% to INR 1,152 Mn with EPS at INR 13.20 versus INR 21.07 last year. Q4-FY25 showed a milder picture: revenue at INR 2,774 Mn was down 7% YoY but EBITDA margins held at 21.6%. Paper sales volumes grew to 1,60,845 MT in FY25 from 1,53,033 MT. The company highlighted its INR 7,350 Mn mill expansion and upgradation project, with purchase orders of INR 5,400 Mn already placed and completion targeted by March 2026. Promoters hold 70.3% of shares, and the stock closed FY25 at INR 100.9, near its 52-week low of INR 98.9.

Likely market impact

FY25 results were weak with double-digit declines in profits and a sharp margin contraction, suggesting pressure from rising input costs or weaker realisations despite volume growth. The ongoing capex-heavy expansion could weigh on near-term returns, but the company is betting on debottlenecking and new specialty products to revive margins going forward.