Kuantum Papers Limited — Investor Meet, 17-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Kuantum Papers' Q1FY27 operational income rose 36% to INR304 Cr, with PAT at INR6 Cr. EBITDA was INR40 Cr (13.2% margin), impacted by increased raw material and fuel costs due to the West Asia conflict. Management anticipates FY27 year-end EBITDA margins of 16-18%, driven by completed upgradation programs, including the upcoming PM3 commissioning. Strategic initiatives like the DDS system and OGR paper production are enhancing efficiency and specialty offerings. The company aims to significantly reduce peak debt over three years, expecting supportive demand, stable pricing, and declining import intensity. Management maintains a confident outlook for growth.