Kuantum Papers Limited — Investor Meet, 13-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Kuantum Papers reported Q2 FY26 operational income of Rs. 280 Cr. EBITDA was Rs. 34 Cr (12.3% margin) and PAT Rs. 6 Cr (2.07% margin), impacted by lower realizations and higher raw material costs. Management targets 18-20% EBITDA margins by FY27, projecting 40-50% volume growth. Q3/Q4 are expected to improve. Post PM4's upgrade, production hit new highs; PM1, PM2, PM3 upgrades continue through March. This supports a strategic shift to higher value-added Maplitho and specialty papers. Management remains confident on future growth and efficiency, despite industry challenges.