Kuantum Papers Limited has informed the Exchange about Investor Presentation
KUANTUM · price
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Kuantum Papers filed its Q1-FY26 earnings presentation with the stock exchanges. Operational income fell to INR 2,229 Mn, down 20.6% year-on-year and 19.6% quarter-on-quarter, largely because Paper Machine 4 (PM4) was shut for upgrade and production dropped by nearly 9,000 tonnes. EBITDA came in at INR 404 Mn with margins compressing sharply to 18.12% (from 25.51% in Q1-FY25), while net profit dropped 68% to INR 121 Mn and diluted EPS fell to INR 1.38 from INR 4.38. The company highlighted completion of the PM4 upgrade on June 30, 2025 (new Bellmer shoe press and drying systems), a Valmet recovery boiler retrofit finished in July 2025, and progress on its AI-based Project Nirmaan. Management also flagged future plans to debottleneck capacity by about 50%, expand specialty/tissue paper offerings, and scale its social farm forestry program to 50,700 acres by FY29.
The quarter was weak on both revenue and profitability due to the planned PM4 shutdown, which the company frames as a temporary disruption. Shareholders should watch for a margin recovery in subsequent quarters as the upgraded PM4 and recovery boiler come online and lift production volumes back to the ~41,000 MT per-quarter run-rate seen earlier.