Kuantum Papers

Kuantum Papers Limited has submitted an investor presentation to BSE and NSE stock exchanges dated September 5, 2025. The presentation highlights the company's operations as an agro and wood-based paper manufacturer that started in 1980 in Hoshiarpur, Punjab, and currently operates at 450 TPD capacity. The company reported operational revenue of INR 13,096 million in FY25 with EBITDA margins of 28.96%, compared to INR 12,113 million revenue and 27.49% EBITDA margins in FY24. Paper sales volume reached 1,60,845 MT in FY25. The company operates through a network of 100+ dealers across India and exports to 24 countries. Key clients include Macmillan Education India, McGraw Hill Education India, and Oxford University Press. The presentation covers the company's integrated manufacturing facility spread across 259 acres, product portfolio including maplitho and specialty papers, and Social Farm Forestry Program covering 13,870 acres with plans to expand to 50,700 acres by 2028-29. The document also details the company's leadership team, operational infrastructure including pulping facilities, paper machines, and co-generation power plant, along with financial performance metrics.

Kuantum Papers Limited reported operational income of Rs 223 crores for Q1 FY26, declining 20.6% year-on-year and 19.6% quarter-on-quarter. EBITDA fell 43.6% to Rs 40 crores with margins at 18.1%, while net profit dropped 68.3% to Rs 12 crores. The decline was primarily attributed to a planned 25-day shutdown of Paper Machine 4 for upgrades, reducing production by 9,000 tons. The company successfully completed PM4 upgrades in June 2025, adding modern equipment to boost productivity. Management noted the domestic paper industry faces challenges from high wood pricing and competitive imports, though DGTR has initiated anti-dumping investigations into paperboard imports from Indonesia. The company operates with 20% specialty papers and 80% writing and printing grades, with plans to increase specialty paper production to 30% through a new coating plant. Total CAPEX of Rs 735 crores is underway, with Rs 400 crores already spent, expected completion by June 2026. Paper prices increased marginally in Q1 but declined 7-8% in July-August due to seasonal factors.

Kuantum Papers Limited conducted an earnings conference call on August 11, 2025, to discuss its unaudited financial results for the quarter ended June 30, 2025. The company has made the audio recording of the call available on its website for investors and analysts to access. The filing was made in compliance with SEBI listing regulations and serves as notification of the call's completion and recording availability. The company trades on BSE with scrip code 532937 and on NSE with trading symbol KUANTUM.