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Investor Presentation

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.

Highlights
Revenue growth36.3% YoY
MarginsEBITDA margins down to 13.2% from 18.12% YoY.
Order bookOrder-based system from 120+ dealer network.
Demand visibilityStrong volume-led growth; improved demand in domestic and export markets.

Growth

Revenue grew 36.3% YoY to ₹3,038 Mn; PAT declined 48.8% YoY to ₹62 Mn due to higher input costs.

Outlook

Ongoing PM3 rebuild for enhanced production; aiming to expand social forestry to 75,000 acres by 2030.

Risks

Margins impacted by West Asia War driving higher raw material, chemical, and fuel costs (~₹4,200/ton increase).

Last quarter's promises, checked

Delivered

  • PM2 rebuild completion targeted March 2026 → delivered March 2026 (= BEAT)
  • NSR improvement guided → delivered NSR up ₹3,400/ton (= BEAT)
  • Volume-led growth guided → delivered 35.3% YoY volume growth (= BEAT)

Partly delivered

  • Operational income guided ₹1,400-1,500 Cr for FY27 → Q1 at ₹303.8 Cr (= PARTIAL)

Missed

  • EBITDA margin guided 18-20% → delivered 13.20% (= MISS)
  • DDS project commissioning targeted mid-June → not yet operational (= MISS)
  • PM3 upgrade targeted mid-June → shut for rebuild in Q1-FY27 (= MISS)
Source

Investor Presentation filed with BSE, NSE: KUANTUM. Summary written with AI assistance from the document.

Read the document ↗

Kuantum Papers Ltd: key numbers

Share price
₹79.59
Market cap
₹694.5 Cr
Revenue (annual)
₹1,093 Cr
Net profit (annual)
₹41.95 Cr
P/E (TTM)
19.2×Sector 41.4×
Promoter holding
70.30%+0.00% QoQ
FII holding
0.04%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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