Kuantum Papers Limited — PPTs, 27-05-2026: Investor Presentation

Here's a concise summary for Kuantum Papers, tailored for retail investors:

**Business Performance:** Kuantum Papers reported FY26 operational income dipped 1.2% YoY to 1,093.2 Cr, with net profit down 63.5% to 42.0 Cr, impacted by lower selling prices and higher input costs. Q4 FY26, however, showed a sequential rebound, with operational income rising 3.9% QoQ to 300.9 Cr and net profit up 45.9% QoQ to 14.3 Cr, driven by improved pricing.

**Growth Drivers:** The company aims to boost production capacity by ~50% through plant debottlenecking and expand its specialty product portfolio, capitalizing on the single-use plastic ban. They are also integrating Industry 4.0 technologies for operational efficiency.

**Recent Developments:** Q4 saw the completion of Paper Machine 2's rebuild, enhancing capacity to 75 TPD. A new Displacement Digester System is nearing commissioning by mid-June for better pulp quality. Kuantum also developed a new dye-free Kappa Premium III CRM and expanded its Social Farm Forestry by 854 acres, targeting 75,000 acres by 2030.

**Key Financial Metrics:** FY26 diluted EPS was INR 4.81 (down 63.6% YoY), while Q4 FY26 diluted EPS was INR 1.64 (up 46.4% QoQ).

**Management Outlook:** Management is focused on operational excellence, sustainable growth, and product diversification, with ongoing investments in plant modernization and environmental initiatives.