Kuantum Papers Ltd (BOM:532937)

Q2 2026 Kuantum Papers Ltd Earnings Call Transcript

Nov 10, 2025 / 06:30 AM GMT

Release Date Price: ₹103.4 (-0.19%)

Transcript

Key Points

Positve

Kuantum Papers Ltd (BOM:532937) achieved its highest ever monthly production of 8,303 metric tons in September and daily production of 360 tons in July 2025, reflecting enhanced efficiency and reliability.
The company has developed a new grade, Kapa Premium 3, which strengthens its product portfolio in the specialty range.
Significant progress has been made on the mill expansion and upgradation project, including the installation of a double displacement system for the wood pulp mill and multi-grade filters for surface water filtration.
The company successfully executed European Union Deforestation Regulation and Forest Stewardship Council compliant orders, reinforcing its commitment to responsible sourcing and sustainability.
Kuantum Papers Ltd (BOM:532937) reported a sequential growth of 25.5% in operational income for the quarter, driven by higher paper production and sales.

Negative

The paper industry is facing challenges due to elevated input costs, particularly for wood, and subdued realization amid persistent inflow of low-priced imports.
Recent changes in GST rates have led to higher working capital requirements and increased vulnerability to cheaper imports.
The EBITDA margin for the quarter declined by 532 basis points due to a decrease in net sales realization and increased production costs.
The company is facing challenges in passing on price increases due to government pressure to pass on GST reduction benefits to customers.
The industry is experiencing increased import volumes, which are impacting domestic manufacturers and industry margins.

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

KAUN.NS - Kuantum Papers Ltd
Q2 2026 Kuantum Papers Ltd Earnings Call
Nov 10, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen, and welcome to the Quantum Papers Limited, Q2 and H1FY26 earnings conference call. As a reminder, all participant clients will be in the listen-only mode. 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 then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Purwangi Chen from Varim Advisors.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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