Kuantum Papers Limited has informed the Exchange about Investor Presentation
KUANTUM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Kuantum Papers reported FY26 operational income of INR 10,932 Mn, down 1.2% from FY25's INR 11,070 Mn. EBITDA dropped significantly to INR 1,618 Mn (14.80% margins) from INR 2,426 Mn (21.92% margins), a decline of 33.3% due to NSR falling by INR 2,000/MT combined with cost inflation of INR 3,200/MT driven by raw material, chemical, and fuel prices amid the West Asia conflict. PAT fell 63.5% to INR 420 Mn with margins contracting to 3.84% from 10.41%. However, Q4 showed sequential recovery with EBITDA margins improving to 15.89% vs 13.55% in Q3 on better NSR. The company completed a Paper Machine 2 rebuild adding capacity to 75 TPD, and is targeting 50% capacity increase through debottlenecking while exploring specialty/tissue paper segments and Industry 4.0 initiatives.
Sharp margin compression reflects both industry-wide pricing pressure from cheaper imports and cost inflation, though Q4 sequential recovery suggests stabilization. The company's capacity expansion and cost optimization projects aim to restore profitability, but near-term pressure on margins and earnings will likely continue.