Q1 2025 Kuantum Papers Ltd Earnings Call Transcript
Key Points
- Kuantum Papers Ltd (BOM:532937) maintained a healthy EBITDA margin of 25.51% despite market challenges.
- The company achieved its highest ever average finished paper production of 434 tonnes per day and a record-breaking average pulp production of 359 tonnes per day for Q1 FY25-26.
- Introduction of Kosmo Litho SPX, a new product designed for multicolor printing applications, showcasing innovation.
- Significant progress on Project Nirmaan with the installation of MACSuite on power boilers, aiming for AI-driven operations.
- Utilization of surface water from a nearby canal to conserve groundwater and reduce operational costs, benefiting future water availability.
- Demand for writing and printing paper was subdued due to deferment of Government tenders and seasonal factors.
- Input cost pressure from higher imported pulp costs due to increased ocean freight.
- NSRs have declined and are expected to remain under pressure in the near term.
- The company anticipates continued pricing pressures and rising raw material input costs in the next quarter.
- The Red Sea crisis has negatively impacted export volumes, affecting the domestic market demand-supply balance.
Ladies and gentlemen, good day, and welcome to Kuantum Papers' Q1 FY25 earnings conference call hosted by IDBI Capital Markets and Securities. (Operator Instructions) Please note that this conference is now being recorded. I now hand the conference over to Ms. Archana. Thank you, and over to you, ma'am.
Thank you, Shlok. Good afternoon, everyone. On behalf of IDBI Capital Markets and Securities, we are delighted to host the senior management of Kuantum Papers Limited to discuss Q1 FY25 earnings. From the management side, we have Mr. Pavan Khaitan, Vice Chairman and Managing Director; and Mr. Roshan Garg, CFO of the company. So we'll start the call with the opening remarks from the management, and then we'll move to Q&A session. Thank and over to you, sir.
Thank you Archana, and good day to everyone. Welcome to our earnings conference call for the first quarter
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