Kuantum Papers Ltd (BOM:532937)

Q3 2025 Kuantum Papers Ltd Earnings Call Transcript

Feb 14, 2025 / 08:30 AM GMT

Release Date Price: ₹107.5 (-0.74%)

Transcript

Key Points

Positve

Kuantum Papers Ltd (BOM:532937) achieved healthy volume growth with paper sales volumes reaching almost 125,000 metric tons for the first nine months of the financial year.
The company launched a comprehensive cost optimization plan targeting annualized savings of INR 40 crores, including savings from Project Nirman, an AI-driven initiative.
Commissioning of twin roll presses led to a reduction in chemical consumption, effluent load, and fresh water usage by 1800 cubic meters daily.
The mill expansion project with an investment of 735 crores is progressing as per schedule, expected to increase production capacity by 50% by March 2026.
Kuantum Papers Ltd maintained a strong EBITDA margin of 18.66% for Q3 and 22.02% year-to-date, supported by lower costs of agropulp, improved product mix, and reduction in power and fuel costs.

Negative

The company faced high levels of imports, supply chain issues, and correction in paper prices, putting pressure on the market.
Operational revenue for the quarter declined by 3% quarter-on-quarter and 17% year-on-year.
Net profit for the quarter was down 30% quarter-on-quarter and 41% year-on-year.
The paper industry is experiencing a downturn due to increased imports and reduced export opportunities, particularly to European markets.
The company anticipates a production impact in the first quarter of the next financial year due to machine upgrades and shutdowns.

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

KAUN.NS - Kuantum Papers Ltd
Q3 2025 Kuantum Papers Ltd Earnings Call
Feb 14, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q3 and 9 months FR 25 earnings conference call of Quantum Papers Limited, hosted by Valor Advisors. As a reminder, all participant line will be listed onward, 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 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Napo Konya from Ballaram Advisors.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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