Kuantum Papers Limited has informed the Exchange about Transcript
KUANTUM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Kuantum Papers reported Q3 FY26 operational income of INR 290 crores (up 4% QoQ), with EBITDA of INR 39 crores (up 14% QoQ) and EBITDA margin improving 125 bps to 13.55%. PAT stood at INR 10 crores with margins at 3.38%, helped by INR 850/ton price increase and 1,701 ton higher volumes. Management guided that Q4 will be marginally better than Q3, with FY26 revenue expected at around INR 1,100 crores. For FY27, they target a run-rate of INR 1,800 crores revenue and INR 300 crores EBITDA, with normalized EBITDA per ton expected at INR 15,000-17,000 and margins trending toward 20-22%. A price hike of INR 2,000-4,000/ton is expected (INR 2,000 already done, another INR 2,000 pending this month). Peak debt is capped at INR 750 crores (currently INR 600 crores), with INR 30 crores quarterly repayment. Total capex plan of INR 735 crores is on track, with PM 2 and PM 3 upgrades scheduled in February and May 2026 respectively.
Positive for shareholders - management confirms the industry has bottomed out and expects improving realizations, volumes, and margins through FY27. Debt is well-managed with clear repayment roadmap, and capex execution is progressing on schedule. The guidance of INR 300 crores EBITDA on INR 1,800 crores revenue by FY27 suggests significant earnings growth from current levels.