Kuantum Papers Limited — PPTs, 25-11-2025: Investor Presentation

Kuantum Papers' operational revenue declined from 1,309.6 Cr in FY23 to 1,107.0 Cr in FY25, with H1-FY26 revenue at 502.6 Cr. EBITDA margins also tightened significantly, from 28.96% in FY23 to 14.88% in H1-FY26. Despite this, paper sales volumes steadily rose until FY25. The company produces a diverse portfolio, including writing, printing, and specialty papers, and exports to 24 countries.

Strategic focus areas include a significant 735 Cr plant modernization project aimed at increasing capacity by 50% and optimizing costs. Kuantum is also developing specialty products like Kupstock and Sipps, capitalizing on the single-use plastic ban, and integrating Industry 4.0 technologies. Their Social Farm Forestry Program aims to cover 75,000 acres by 2030 for sustainable raw material.

Recent developments include the commissioning of a new water treatment plant and pulp mill equipment in 2025, alongside an AI project initiated in 2024. Management anticipates strong demand visibility from India's growing paper market, fueled by rising literacy, educational sector expansion, and the ongoing shift from plastics to paper.