Kuantum Papers Limited has informed the Exchange about Investor Presentation
KUANTUM · price
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Kuantum Papers has filed its February 2026 Investor Presentation with the exchanges. The company is a Punjab-based agro and wood-based paper manufacturer currently operating at 500 TPD (93% capacity utilization) with a 100+ dealer network and exports to 24 countries. Key financials show a clear downtrend: operational revenue fell from INR 13,096 Mn in FY23 to INR 11,070 Mn in FY25, and stands at INR 7,922 Mn for 9M-FY26. EBITDA margins have compressed sharply from 28.96% in FY23 to 14.39% in 9M-FY26, with PAT margins dropping to 3.49%. The company is undertaking an INR 7,350 Mn plant modernization and capacity expansion project aimed at increasing production capacity by ~50%, alongside moves into specialty papers (cup/straw base paper) to leverage the single-use plastic ban. Net debt-to-equity has risen from 0.39x in FY24 to 0.55x in H1-FY26, and the share price has corrected to INR 91.2 (52-week high of INR 139.5).
Shareholders should note the steep decline in profitability and ongoing margin compression despite stable volumes — the story has shifted from growth to a turnaround phase dependent on the INR 7,350 Cr capacity expansion. The stock has already corrected ~35% from its 52-week high, and successful execution of the expansion plus specialty paper diversification will be key catalysts going forward.