Kuantum Papers Ltd (BOM:532937)

Q2 2025 Kuantum Papers Ltd Earnings Call Transcript

Nov 14, 2024 / 06:30 AM GMT

Release Date Price: ₹128.15 (-0.19%)

Transcript

Key Points

Positve

Kuantum Papers Ltd (BOM:532937) maintained healthy EBITDA margins of almost 22% for Q2 and 23.64% for H1 FY25 despite challenging market conditions.
The company successfully installed a chip washing system and a dedicated clarifier for canal water treatment, improving pulp quality and operational efficiency.
Financial closure for the mill expansion project is completed, with orders placed for major equipment, aiming for completion by March 2026.
The relaunch of Conquer Copier paper with new packaging has been well-received in the market.
Kuantum Papers Ltd is focusing on specialty paper segments, which are expected to grow due to the single-use plastic ban, potentially increasing specialty paper production from 18-20% to over 30%.

Negative

The company faced a year-on-year decline in operational income by 6.5% in Q2, primarily due to a drop in net sales realization.
High levels of imports have put pressure on domestic demand, leading to a decline in market operating prices.
The price of wood raw material remains high, impacting cost structures, with no immediate decline expected.
The company anticipates continued pricing pressure in Q3, with potential impacts on profitability.
Imports at lower prices, particularly from Southeast Asia, continue to challenge domestic pricing, despite efforts to initiate anti-dumping investigations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KAUN.NS - Kuantum Papers Ltd
Q2 2025 Kuantum Papers Ltd Earnings Call
Nov 14, 2024 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. Ladies and gentlemen, I'm Somia moderator for the conference call.

Welcome to Quantum Papers Limited Q2 H1 FY25 results conference call.

As a reminder, all participants will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star and then zero on your touchtone telephone.

Please note this conference is being recorded.

I would now like to hand the conference over to Mr Tanuj. Thank you and over to you, sir.

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Unidentified_2

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