Kuantum Papers Limited
7,053words
7turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs
12.06
14.33%
27.49%
28.96%
21.92%
rs,
rs
1
1%
11%
5%
36%
6%
Guidance — 8 items
COLLECTION MECHANISM
opening
“2018 Project KORE launched with Accenture for operational excellence.”
COLLECTION MECHANISM
opening
“2021 Backward Integration Project completed taking installed paper capacity to 450 TPD.”
COLLECTION MECHANISM
opening
“2024 Initiated Artificial Intelligence journey with Project Nirman.”
COLLECTION MECHANISM
opening
“Commenced Plant Modernization & Capacity Expansion Project with an outlay of INR 7,350 Mn.”
Power Plant in which comprises of
opening
“Kuantum The Paper Makers Raw Material Mix as of FY25 Imported Wood 2% Locally Procured Wood 48% Agro Residues 50% Kuantum has an integrated Pulping facility with separate Agro Pulping and Wood Pulping streets having a total capacity of 365 MT of pulp per day for paper manufacturing.”
Power Plant in which comprises of
opening
“Kuantum launched the Social-Forestry and Plantation Project and is producing quality clonal plants of Eucalyptus and over the years has covered approximately 12,474 acres area under clonal plantation.”
Import-Export Scenario
opening
“00% 5.0 0% 0.0 0% 1.61% 134 1,838 15.17% 1,362 10.40% 1,152 10.41% FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 ................................................................................................................................................”
Import-Export Scenario
opening
“Net Worth (INR Mn) 0.90 0.51 0.52 0.39 11,238 12,127 9,668 8,305 Cash Conversion Cycle 67 64 56 92 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 I n v e s t o r P r e s e n t a t i o n [) 33 C A P I TA L M A R K E T D ATA Share Price Movement (Up to 31st March, 2025) '\.”
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Risks & concerns — 1 flagged
The 130 TPH high pressure CFBC boiler combined with a set of highly efficient extraction cum condensing turbine and an extraction cum back pressure turbine, lead to power generation at very cost effective rates which are much lower than the grid rate.
— COLLECTION MECHANISM
Speaking time
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Opening remarks
ORDER BASED MANUFACTURING
• • The production is order based and manufacturing is undertaken after the company receives advance orders from dealers/distributors. The company does not operate on fixed SKUs. They service their dealers based on customized order sizes, rather than fixed sizes offered by most of the competitors.
COLLECTION MECHANISM
• Collection is done strictly within 5 days of date of Invoice. I n v e s t o r P r e s e n t a t i o n Punjab 1% 11% 5% 36% 6% Rajasthan Chandigarh Haryana 12% Uttar Pradesh 3% Gujarat 3% Madhya Pradesh 2% Maharashtra 1% Telangana Delhi 4% Bihar 2% 5% Assam 8% West Bengal Jharkhand [) 7 C O M PA N Y H I S TO RY A N D M I L E S TO N E S '\. Kuantum The Paper Makers 1980 Mill established with PM 1 & 2 with a capacity of 30 TPD. 1988 PM 3 installed with a capacity of 100 TPD. 2000 Debottlenecking done to achieve 40% improved efficiency on output. 2002 National Energy Conservation Award conferred by the Government of India. 2005 Lignin Precipitation Plant installed in collaboration with a Swiss company. 2006 Agro Pulp Mill upgraded to 150 TPD along with the Continuous Digestor. 2007 Restructuring of ABCL took place, renamed Paper Division as ABC Paper Ltd. 2017 Specialty Paper launched. Secured ISO 9001, ISo14001, OHSAS 18001, QMS and EMS certifications. 2015 Agro Pulp Mill of 200 TPD ins
Total Operational Capacity
Turbines: 38 MW Boilers: 190 TPH • In order to be self sufficient for its Power & Steam requirements, Kuantum has a captive Co – Generation
Power Plant in which comprises of
▪ ▪ Two Boilers of 60 & 130 TPH respectively. Two state-of-the-art turbines totalling a capacity of 38MW. • The Co-Gen Power Plant allows the company to decrease its dependency on the State Power Grid, enabling it to maintain seamless operations at all times along with reduction in power cost. I n v e s t o r P r e s e n t a t i o n [) 17 E F F LU E N T T R E AT M E N T P L A N T 11. Kuantum The Paper Makers The company has upgraded existing Effluent Treatment Plant with an objective of parameters of treated effluent as well as to be ‘future ready’ to meet all Environmental norms. Low COD Street-1 is with Aerobic treatment. Effluent Treatment facility had been divided into two streams High COD Street-2 is with Anaerobic treatment. The treated effluent is used to irrigate almost 2,000+ acres of fields in the surrounding villages, through a network of pipelines laid by the Company at its expense. I n v e s t o r P r e s e n t a t i o n 18 R AW M AT E R I A L S O U R C I N G '\. Kuantum T
Import-Export Scenario
▪ ▪ ▪ India's paper is in demand in the neighboring countries such as Sri Lanka, Bangladesh, Iran, and the UAE. Significant imports come from ASEAN countries, Japan, and China due to Free Trade Agreements. This has led to stagnation in paper export growth because of declining global pulp prices, resulting in a surplus of international products in Indian markets. Indian Industry players are lobbying for higher import duties on paper products to protect domestic production. • Consumption Patterns: India’s per capita paper consumption is currently at 15-16 kg, considerably lower than the global average of ~57 kg. With increasing GDP, rising per capita income, and higher expenditure, per capita paper consumption is on the rise. • Growth Drivers: ▪ The online retail industry is expected to grow 20-25% over the next 2-3 years, boosting packaging demand. Increasing use of computers and photocopying machines in corporate offices is fueling paper demand. ▪ ▪ Expansion of co-working spaces and n
Valorem Advisors Disclaimer
Valorem Advisors is an Independent Investor Relations Management Service company. This Presentation has been prepared by Valorem Advisors based on information and data which the Company considers reliable, but Valorem Advisors and the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Valorem Advisors also hereby certifies that the directors or employees of Valorem Advisors do not own any stock in personal or company capacity of the Company under review. For further details, please feel free to contact our Investor Relations Representatives: Mr. Anuj Sonpal Valorem Advisors Tel: +91-22-49039500 Email: an
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