Kuantum Papers Ltd — earnings calls

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.