| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 36% YoY growth driven by significant volume expansion. |
|---|---|
| Margins | Margins stable at 13.2%; targeting 18-20% through specialty mix. |
| Demand visibility | Strong demand from education, publishing, and sustainable plastic alternatives. |
| Management confidence | Confident but defensive regarding high debt and margin compression. |
Growth
Operational income grew 36% YoY to INR 304 Cr, driven by 35% volume growth.
Outlook
Targeting INR 1300 Cr+ revenue in FY27 and 18-20% EBITDA margin by year-end.
Risks
High debt of INR 760 Cr; West Asia conflict spiking chemical and fuel costs.
Last quarter's promises, checked
Delivered
- PM2 rebuild completion → March 2026 (= BEAT)
- Production volume → 1,62,885 metric tons (= BEAT)
- EBITDA Margin → 14.80% (= BEAT)
Partly delivered
- Revenue FY26 → INR 1,093 Cr vs ~1,100 Cr range (= PARTIAL)
- Debt reduction → INR 720 Cr peak vs 650-675 Cr target (= PARTIAL)
Missed
- PM3 upgradation timeline → May 2026 delayed to mid-June (= MISS)
- NSR trend → INR 2,000/ton reduction (= MISS)
Earnings Call Transcript filed with BSE, NSE: KUANTUM. Summary written with AI assistance from the document.
Kuantum Papers Ltd: key numbers
- Share price
- ₹76.72
- Market cap
- ₹669.5 Cr
- Revenue (annual)
- ₹1,093 Cr
- Net profit (annual)
- ₹41.95 Cr
- P/E (TTM)
- 18.5×Sector 39.1×
- Promoter holding
- 70.30%+0.00% QoQ
- FII holding
- 0.02%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Kuantum Papers Ltd
All →Kuantum Papers Debt & Borrowing
Kuantum Papers Limited has completed the allotment of unlisted non-convertible debentures. This issuance constitutes a debt financing activity.
Kuantum Papers Debt & Borrowing: ₹100 Cr
Kuantum Papers allotted unlisted, unrated, secured NCDs worth ₹100 Crore on a private placement basis. This capital raise will support the company's financial requirements.
- Value
- ₹100.0 Cr
Kuantum Papers Management Change
Kuantum Papers Limited has re-appointed Mr. Pavan Khaitan as Executive Director for 36 months. M/s. R.J. GOEL & CO. was appointed as Cost Auditors.
- Execution
- 36 months
Kuantum Papers Annual General Meeting
Kuantum Papers Limited conducted its 29th Annual General Meeting on August 27, 2026. Shareholders transacted business including financial statement adoption and dividend declaration.
Kuantum Papers Production Started
Kuantum Papers Limited has successfully restarted its Paper Machine-3 at the Punjab facility. The technological upgrade aims to enhance production throughput and support product diversification into specialty grades.
Kuantum Papers Investor Presentation: Key Takeaways
Kuantum Papers delivered Q1-FY27 revenue growth of 36.3% YoY, driven by a 35.3% increase in paper sales volume, although EBITDA margins contracted to 13.20% due to rising raw material and fuel costs.