KUANTUMNSE8 November 2025

Kuantum Papers Limited

3,527words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
ation in books, notebooks, annual reports, directories, account books, envelopes, diaries, calendars, computer & office stationery. • Kuantum’s product offerings include maplitho, cream wove and value
rs 13,096
s to expand it to 75,000 acres by 2030. E a r n i n g s P r e s e n t a t i o n \. Kuantum Papers 13,096 12,113 ------------------------------------------- . . . . . . . . . . . . . . . .
28.96%
··············································································· H1-FY26 11,070 28.96% 14.88% 21.92% 27.49% 5,026 FY23 FY25 FY24 Paper Sales Volume (MT) 149,871 153,033 160
14.88%
······································································· H1-FY26 11,070 28.96% 14.88% 21.92% 27.49% 5,026 FY23 FY25 FY24 Paper Sales Volume (MT) 149,871 153,033 160,845 7
21.92%
······························································· H1-FY26 11,070 28.96% 14.88% 21.92% 27.49% 5,026 FY23 FY25 FY24 Paper Sales Volume (MT) 149,871 153,033 160,845 74,374
27.49%
······················································· H1-FY26 11,070 28.96% 14.88% 21.92% 27.49% 5,026 FY23 FY25 FY24 Paper Sales Volume (MT) 149,871 153,033 160,845 74,374 FY23 FY
7%
at stable prices Superior product quality and market focus allow us to charge premium price of 5-7% higher than competitors Largest product portfolio in the Paper Industry covering Maplitho, Copi
1 crore
e n t a t i o n The company aims to augment the Clonal Propagation Center's capacity to produce 1 crore clones annually, covering more than 75,000 acres by 2030 to ensure a sustainable source of wood
38 MW
iler 1 - 200 Solids TPD • Recovery Boiler 2 - 500 Solids TPD Turbines: Total Installed Capacity – 38 MW Boilers : Total Operational Capacity - 190 TPH • Boiler 1 - 60 TPH • Boiler 2 - 130 TPH The Chem
95%
2 - 130 TPH The Chemical Recovery Plant operates at a high efficiency allowing recovery of over 95% of Caustic, enabling cost reductions, margin improvements and reusing pulp production runs. su
50%
R AT E GY Debottlenecking and upgrading plant operations to increase production capacity by ~ 50% and further optimize cost Leveraging single use plastic ban by developing a portfolio of speci
INR 2,797
·························· : : : : : : : : : : . : Quarterly Paper Sales Volume (MT) INR 2,797 Mn Income from Operations INR 344 Mn EBITDA 12.30 % EBIDTA Margins INR 58 Mn Net Profit 2.07 % P
Guidance — 4 items
Current Operating Capacity
opening
Kuantum Papers Q2-FY26 Financial Highlights .······················································································································································ : : : : : : : : : : .
Current Operating Capacity
opening
In this quarter, overall production was up by 3500 tons as compared to Q2 FY25.
Current Operating Capacity
opening
Mill Expansion and Upgradation Project Update • Significant progress has been made on the Double Displacement System (DDS) for the Wood Pulp Mill, which will result in improved quality and yield of wood pulp along with savings in operational costs.
Current Operating Capacity
opening
Under Project Nirmaan – our Industry 4.0-led, AI-based transformation project, Paper Machine 4 APC baseline study was successfully completed in Q2.
Advertisement
Risks & concerns — 2 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.
Current Operating Capacity
EBITDA margins for Q2 stood at 12.30%, down 582 basis points QoQ, on account of: • • • A decline in NSR/ Ton by INR 3200, in line with the overall industry trend, where NSR’s have been impacted by cheaper imports.
Current Operating Capacity
Speaking time
Current Operating Capacity
1
Valorem Advisors Disclaimer
1
Advertisement
Opening remarks
Current Operating Capacity
• Machine 1 - 50 TPD • Machine 2 - 50 TPD • Machine 3 - 115 TPD • Machine 4 - 285 TPD The different configurations of the four paper machines allow Kuantum to manufacture a wide variety of surface-sized, non surface-sized and value-added specialty products. Total Capacity - 700 Solids TPD • Recovery Boiler 1 - 200 Solids TPD • Recovery Boiler 2 - 500 Solids TPD Turbines: Total Installed Capacity – 38 MW Boilers : Total Operational Capacity - 190 TPH • Boiler 1 - 60 TPH • Boiler 2 - 130 TPH The Chemical Recovery Plant operates at a high efficiency allowing recovery of over 95% of Caustic, enabling cost reductions, margin improvements and reusing pulp production runs. subsequent for The state of the art Co-Gen Power Plant ensures uninterrupted steam and power supply to process units. 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 ra
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
Advertisement
← All transcriptsKUANTUM stock page →