Q4 2026 Kuantum Papers Ltd Earnings Call Transcript
Key Points
- Kuantum Papers Ltd (BOM:532937) completed the rebuild of Paper Machine 2, enhancing its capacity to 75 tons per day, which is expected to improve production efficiency.
- The company successfully developed a dye-free grade of paper, Kappa Premium 3, which has gained traction in the high-end dairy-making segment.
- EBITDA for the quarter increased by 22% quarter-on-quarter, with margins improving to 15.90%, indicating strong operational performance despite market challenges.
- The company added 854 acres of social farm forestry, increasing the total area under plantation to over 18,300 acres, benefiting more than 19,100 farmers.
- Kuantum Papers Ltd (BOM:532937) implemented an AI-based transformation project, Project Nirman, to optimize production processes and improve operational efficiency.
- The company faced continued pressure from low-priced imports, which affected domestic pricing and market dynamics.
- Input costs increased significantly due to higher raw material, chemical, and fuel prices, driven by geopolitical conflicts in West Asia.
- The ongoing West Asia crisis has created risks of trade diversion, with potential dumping from export-oriented producers in China and Indonesia.
- The company experienced delays in the upgradation of PM3 due to global supply chain disruptions, impacting project timelines.
- Despite operational improvements, the company's debt levels remain high, with a long-term debt of INR 720 crore as of March 31, 2026.
Good afternoon ladies and gentlemen and welcome to Quantum Papers Q4 FY26 and FY26 Earnings Conference Call.
(Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Naveen Agarwal, Head, Institutional Equities at SKP Securities Limited.
Thank you and over to you, sir.
Good afternoon, ladies and gentlemen. It's my pleasure to welcome you on behalf of Quantum Papers and SKP Securities to this financial results conference call.
We have with us Mr. Pawan Khaitan, Vice Chairman and Managing Detector. Mr. Jagdi Bhira, Hold-time Director and CEO, Operations Mr. Vikram Kumar Khaitan, Chief Financial Officer and Ms. Prachi Sharma, VP, Corporate Strategy.
We'll have the opening remarks from the management followed by Q&A session.
Thank you, and over to you, Paunji.
Thank you.
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