| Revenue growth | H1 +16.0% YoY; Q2 -0.2% YoY |
|---|---|
| Margins | Q2 EBITDA 12.36%, down 84 bps QoQ; H1 down 208 bps YoY |
| Order book | Order-based system; 120+ dealer network |
| Demand visibility | Lean Q2 demand; no explicit demand outlook |
| Management confidence | Margins described as resilient despite headwinds |
Growth
H1 revenue +16.0% YoY, but EBITDA -0.3% and margin down 208 bps. Q2 revenue -0.2% YoY; Q2 PAT -62.1% YoY.
Outlook
No numeric revenue or profit guidance. Debottlenecking targets ~50% capacity increase; 75,000 acres plantation by 2030.
Risks
West Asia war raising raw material and fuel costs; lean Q2 demand; Q2 finance cost up 38.7%; net debt/equity 0.73x.
Last quarter's promises, checked
Delivered
- PM3 upgrade 'within about a week' (Aug) → upgrade completed (= BEAT)
Partly delivered
- FY27 revenue INR1,300 Cr+ → H1 INR5,829 Mn (INR583 Cr), year open (= PARTIAL)
- Peak debt INR760–770 Cr, INR170–175 Cr/yr repayment → borrowings rising, no figure (= PARTIAL)
- NSR INR69–71k/t maintained → not disclosed; Q2 revenue -0.2% on volume -5.8% (= PARTIAL)
Missed
- EBITDA margin 16–18% by FY27-end → Q2 12.36% (= MISS)
- Volume bump post-PM3 → Q2 volume -5.8% YoY (= MISS)
- Interest cost to keep falling → Q2 finance cost +38.7% (= MISS)
Investor Presentation filed with BSE, NSE: KUANTUM. Summary written with AI assistance from the document.
Kuantum Papers Ltd: key numbers
- Share price
- ₹64.78
- Market cap
- ₹565.3 Cr
- Revenue (annual)
- ₹1,093 Cr
- Net profit (annual)
- ₹41.95 Cr
- P/E (TTM)
- 17.4×Sector 45.0×
- 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 Management Change
Kuantum Papers reported CFO Vikram Kumar Khaitan's resignation, effective close of business 31 October 2026, citing personal reasons. A replacement CFO is being sought.
Kuantum Papers Earnings Call Transcript: Key Takeaways
Kuantum reported weak Q2 performance due to a major plant shutdown for modernization, coupled with high West Asia-linked input costs.
Kuantum Papers Q2 FY27 Results: Net Profit ₹2.2 Cr, Down 62.1% YoY
Kuantum Papers Ltd reported revenue from operations of ₹279.1 Cr (-0.2% YoY) and net profit of ₹2.2 Cr (-62.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹2.2 Cr · -62.1% YoY
Kuantum Papers Board Meeting Date
Kuantum Papers Ltd has scheduled a board meeting on October 28, 2026, to consider and approve its unaudited financial results for the quarter ended September 30, 2026.
Kuantum Papers Other Announcement
Kuantum Papers Ltd has filed its quarterly shareholding pattern as mandated by SEBI regulations for the period ended September 30, 2026.
Kuantum Papers Debt & Borrowing
Kuantum Papers Limited has completed the allotment of unlisted non-convertible debentures. This issuance constitutes a debt financing activity.