Kuantum Papers Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Kuantum Papers reported Q4 FY26 operational income at INR301 Cr (+4% QoQ) and PAT at INR14 Cr (+46% QoQ), despite increased input costs. Full-year FY26 revenue stood at INR1,093 Cr. The company completed its PM2 rebuild, boosting capacity, and a new Displacement Digester System is set for mid-June. Operational efficiency projects, including AI integration, aim for 5-8% cost reduction. Management projects FY27 revenue of INR1,400-1,500 Cr, growing to INR1,600-1,700 Cr by FY28 with 18-20% EBITDA. Debt is expected to peak at INR650-675 Cr in FY27, with significant reductions thereafter. The focus is shifting towards high-margin specialty papers.