Kuantum Papers Ltd — earnings calls

Kuantum Papers reported Q1 FY27 operational income of Rs 304 crore, up 36% year-on-year, driven by a 35% growth in paper sales volume to 42,922 metric tons. EBITDA stood at Rs 40 crore with a margin of 13.2%, roughly stable year-on-year, as a rise in net sales realisation of about Rs 3,400 per ton was more than offset by a cost increase of about Rs 4,200 per ton, largely attributed to the West Asia conflict's impact on fuel, chemicals and freight costs. Management described commissioning of a new digester system, a starch system, a wrapping machine, the ongoing rebuild of Paper Machine 3, and record clonal sapling production during the quarter.

Kuantum Papers reported Q4 FY26 operational income of INR301 crores with EBITDA of INR48 crores and EBITDA margins of 15.90%, alongside completion of the Paper Machine 2 rebuild and progress on the Displacement Digester System. For full year FY26, operational income was INR1,093 crores with EBITDA of INR162 crores and PAT of INR42 crores, reflecting continued pressure from cheaper imports and elevated input costs. Management discussed capacity expansion plans, an antidumping and anti-subsidy application, and gradual reduction of exposure to the notebook paper segment following the GST change.