Kuantum Papers Limited has announced an earnings conference call to discuss its Q3FY26 financial performance with analysts and institutional investors. The company filed the intimation with stock exchanges on February 2, 2026, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Conference Call Details

The earnings conference call has been scheduled with the following specifications:

Management Participation

The conference call will be represented by key members of Kuantum Papers' senior management team:

• Mr. Pavan Khaitan – Vice Chairman and Managing Director
• Mr. Vikram Kumar Khaitan – Chief Financial Officer
• Ms. Prachi Sharma – VP Corporate Strategy

Access Information

SKP Securities Limited is coordinating the conference call and has provided multiple access options for participants. The call offers both Diamond Pass registration link and universal access numbers, along with international toll-free numbers for global participants across various countries including the USA, UK, Germany, Japan, Singapore, and others.

Regulatory Compliance

Kuantum Papers has explicitly stated that no unpublished price sensitive information (UPSI) will be discussed during the interactions, ensuring compliance with regulatory guidelines. The company noted that the schedule is subject to changes, if any, and has requested stakeholders to take the information on record.

The intimation was signed by Gurinder Singh Makkar, Company Secretary and Compliance Officer, and digitally submitted to both BSE Limited and National Stock Exchange of India Limited on February 2, 2026.

Kuantum Papers Limited , a key player in the Indian paper industry, has reported a significant 25.5% sequential growth in operational income for Q2 FY26, despite facing challenges in maintaining profit margins. The company's performance reflects both its strategic initiatives and the impact of external factors on its operations.

Revenue Growth and Production Milestones

Kuantum Papers achieved an operational income of Rs. 280.00 crores in Q2 FY26, marking a substantial increase from the previous quarter. This growth was primarily driven by higher paper production following the upgradation of paper machine 4. The company reached new production milestones, including:

• Highest ever monthly production of 8,303 metric tons in September
• Highest daily production of 360 tons in July 2025

These achievements underscore the company's efforts to enhance its production capabilities and meet market demand.

Margin Pressure and Challenges

Despite the impressive revenue growth, Kuantum Papers faced significant margin pressure during the quarter:

• EBITDA margins contracted to 12.3% from the previous quarter
• Net sales realization declined by Rs. 3,200.00 per ton
• Production costs increased by Rs. 1,300.00 per ton

The margin contraction was largely attributed to higher agro and wood-based raw material prices, exacerbated by floods in Punjab. Additionally, the company is grappling with challenges arising from recent GST rate changes, which have created an inverted duty structure in the paper industry.

GST Impact and Strategic Shift

The recent changes in GST rates have introduced complexities for Kuantum Papers:

• Paper and boards: GST increased from 12% to 18%
• Converted products: GST reduced to 5%
• Notebooks: Made nil-rated

In response to these changes and market dynamics, Kuantum Papers is strategically moving away from the notebook segment. Instead, the company is focusing on higher value-added Maplitho grades and specialty papers, aiming to optimize its product mix and profitability.

Future Outlook and Expansion Plans

Kuantum Papers has outlined plans for growth and margin improvement:

• Capacity expansion: From current 450 tons per day to 650 tons per day
• Target volume growth: 30-40% in FY27
• Expected EBITDA margins: 18-20% post-expansion

Management expects these initiatives to boost the company's performance and profitability in the coming years.

Financial Performance Overview

To provide a clearer picture of Kuantum Papers' financial performance, here's a comparison of key metrics for Q2 FY26 against the previous quarter:

The table highlights the company's strong revenue growth, but also illustrates the significant impact on profitability due to the challenges faced during the quarter.

In conclusion, while Kuantum Papers has demonstrated robust growth in production and revenue, it faces near-term challenges in maintaining profitability. The company's strategic shift towards higher-value products and its capacity expansion plans indicate a focus on long-term growth and margin improvement.