Q1 2027 Kuantum Papers Ltd Earnings Call Transcript
Key Points
- Operational income grew 36% YoY to INR304 crores, with paper sales volume up 35% to 42,922 metric tons.
- Successfully commissioned the DDS wood pulping system and advanced native starch systems, improving pulp quality and reducing costs.
- Launched oil and grease resistant (OGR) paper, a high-value specialty product, expanding the portfolio.
- Achieved highest-ever quarterly production of 17.28 lakh clonal saplings and added 1,300 acres to social farm forestry, enhancing sustainability.
- Management expects EBITDA margins to improve to 16-18% by year-end, with revenue growth to INR1,400-1,500 crores next year.
- EBITDA margin remained flat at 13.2% due to a INR4,200 per ton cost increase, driven by West Asia conflict-related fuel, chemical, and logistics costs.
- Profit after tax was only INR6 crores, impacted by high interest costs and elevated debt levels.
- Paper Machine 3 is shut for a major rebuild, temporarily reducing production capacity.
- Input costs, especially wheat straw and chemicals, remain elevated, with no immediate relief expected.
- Imported paper prices are stable but competitive, and the company faces ongoing pressure from imports despite anti-dumping filings.
Good afternoon, ladies and gentlemen. Welcome to the Kuantum Papers Limited Q1 FY27 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Ananth Jayaram from SKP Securities Limited. Thank you, and over to you.
Good afternoon, ladies and gentlemen. It's my pleasure to welcome you all on behalf of Kuantum Papers and SKP Securities to this financial results conference call.
We have with us Mr. Pavan Khaitan, Vice Chairman and Managing Director; Mr. Jagdeep Hira, Whole-Time Director and CEO, Operations; Mr. Vikram Kumar Khaitan, Chief Financial Officer; and Ms. Prachi Sharma, Chief Strategy Officer. We will have the opening remarks from the management, followed by the Q&A session.
Thank you, and over to you, Pavan-ji and Vikram-ji.
Thank you. Good afternoon, everyone. It's a
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
