Kuantum Papers Limited — PPTs, 05-09-2025: Investor Presentation

Kuantum Papers, an agro and wood-based paper manufacturer, reported Q1-FY26 operational revenue of ₹222.9 Cr. FY25 revenue was ₹1107.0 Cr, a decline from previous years. EBITDA margins for Q1-FY26 were 18.12%, down from 21.92% in FY25. The company specializes in writing, printing, and sustainable specialty papers, operating at 100% capacity (450 TPD) and exporting globally.

A major ₹735 Cr Plant Modernization & Capacity Expansion Project is underway to boost production by ~50% and optimize costs. Kuantum is also leveraging the single-use plastic ban with new sustainable products like Kupstock and Sipps, and implementing Industry 4.0 for efficiency. They aim to expand their clonal plantation program to 50,700 acres by 2028-29 for sustainable raw material sourcing.

Recent developments include surface water approval and commissioning a new Water Treatment Plant in 2025, alongside ongoing upgrades to paper machines and power facilities. For Q1-FY26, PAT stood at ₹12.1 Cr with EPS of ₹1.38. Management is focused on capacity increase, product quality, and reducing imported pulp dependency, targeting a 35% water consumption reduction.