Kuantum Papers Limited — Investor Meet, 13-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Kuantum Papers Q3 FY26 operational income grew 4% to INR290 Cr, with EBITDA up 14% to INR39 Cr and PAT at INR10 Cr. Margins improved, driven by a modest paper price increase and higher volumes. Operational efficiency is soaring, with PM1 rebuild completed, PM4 and PM1 hitting record production. Upcoming capex for PM2 (INR45 Cr) and PM3 (INR140 Cr) will boost capacity, part of the INR735 Cr expansion. Management expects industry revival, better pricing in FY27, targeting an annualized top line of INR1,800 Cr and EBITDA of INR300 Cr post-capex. Raw material costs remain a focus, with wheat straw prices still elevated. The company is confident about future growth and debt management.