Kuantum Papers Limited

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

ms 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%

········································································· ---- 10,932 11,070 28.96% 21.92% 14.80% 27.49% FY26 FY23 FY25 FY24 Paper Sales Volume (MT) 1,49,871 1,53,033 1,6

21.92%

································································· ---- 10,932 11,070 28.96% 21.92% 14.80% 27.49% FY26 FY23 FY25 FY24 Paper Sales Volume (MT) 1,49,871 1,53,033 1,60,845

14.80%

························································· ---- 10,932 11,070 28.96% 21.92% 14.80% 27.49% FY26 FY23 FY25 FY24 Paper Sales Volume (MT) 1,49,871 1,53,033 1,60,845 1,62,933

27.49%

················································· ---- 10,932 11,070 28.96% 21.92% 14.80% 27.49% FY26 FY23 FY25 FY24 Paper Sales Volume (MT) 1,49,871 1,53,033 1,60,845 1,62,933 FY23

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 3,009

·························· : : : : : : : : : : . : Quarterly Paper Sales Volume (MT) INR 3,009 Mn Income from Operations INR 478 Mn EBITDA 15.89% EBIDTA Margins 41,493 44,345 44,214 INR 1

“• Operational Income for FY26 stood at INR 10,932 Mn as compared to INR 11,070 Mn for FY25.”

“• The EBITDA for FY26 was 14.8% as against 21.9 % in FY25, which was due to a drop in NSR by INR 2,000/MT coupled with an increase in cost by INR 3,200/MT.”

“• Operational Income for Q4 FY26 stood at INR 3,009 Mn as against the Q3 number of INR 2,896 Mn.”

“• The Displacement Digester System (DDS) project for wood pulping has achieved significant progress and is currently under extensive testing, with commissioning targeted by mid-June.”

“• The UASB is under erection at the ETP and will be commissioned by Q2 FY27, allowing generation of methane from the wastewater stream as a secondary clean fuel for boiler.”

“• Under Project Nirmaan – our Industry 4.0-led, AI-based transformation project, the MACS Blend Control was initiated on PM 4 for agro and wood and later optimised for softwood and broke.”

“• Added 854 acres of Social Farm Forestry in Q4 FY26, taking the total area under plantation to 18,300+ acres and benefitting 19,100+ farmers in the community.”

“00% 5.0 0% 0.0 0% 1,838 15.17% 1,362 10.40% 1,152 10.41% 3.84% 420 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Net Debt to Equity (x) -----------------------------------------------· Net Worth (INR Mn) 0.51 0.52 0.39 0.66 9,668 11,238 12,127 12,283 FY23 FY24 FY25 FY26 E a r n i n g s P r e s e n t a t i o n FY23 FY24 FY25 FY26 '-----------------------------------------------~ Cash Conversion Cycle 92 75 64 56 FY23 FY24 FY25 FY26 [) 14 C A P I TA L M A R K E T D ATA \.”

Financial Highlights

1

Mill Expansion and Upgradation Project Updates

1

Plant Updates

1

New Product Development with Sustainability

1

Environment and Sustainability Focus

1

Valorem Advisors Disclaimer

1

Financial Highlights

• Operational Income for FY26 stood at INR 10,932 Mn as compared to INR 11,070 Mn for FY25. The company was able to maintain a higher production volume of 162,885 MT, despite phased and strategic shuts for upgradation of three paper machines during the year. • The EBITDA for FY26 was 14.8% as against 21.9 % in FY25, which was due to a drop in NSR by INR 2,000/MT coupled with an increase in cost by INR 3,200/MT. The downward pressure on NSR was observed across the domestic paper industry on account of influx of cheaper imports and Nil GST levied on the notebook segment also impacted market sentiment. • Operational Income for Q4 FY26 stood at INR 3,009 Mn as against the Q3 number of INR 2,896 Mn. EBITDA margins for Q4 improved to 15.9%, as against 13.6% in Q3 despite market challenges. The increase in revenue by 4% in this quarter was primarily on account of improved NSR of INR 3,700/MT. The company’s cost rose by nearly INR 2,000/MT, driven by higher raw material, chemical, and fuel pri

Mill Expansion and Upgradation Project Updates

• Paper Machine 2 rebuild was completed in March 2026, enhancing installed capacity to 75 TPD through major upgrades including dilution-control headbox, upgraded press section and wire part extension, DCS/QCS, additional dryers, Küsters calendar for DP control, tail shooters, and dry-end improvement. • The Two-stage Recausticizing Plant was commissioned at the CRP, resulting in reduced silica loading to the Lime Kiln and improved process recovery efficiency. • Syncro Sheeter with capacity of 80 TPD was installed, which will ensure cutting of sheets with higher precision and efficiency. This will allow elimination of manual handling of sheets for online packing. • The Displacement Digester System (DDS) project for wood pulping has achieved significant progress and is currently under extensive testing, with commissioning targeted by mid-June. This advanced technology is expected to enable lower-temperature pulp cooking, resulting in higher yield, improved product quality, and lower utili

Plant Updates

• Post the rebuild of PM1 in Dec’25, the average daily production for Q4 has increased by almost 20 TPD. • Under Project Nirmaan – our Industry 4.0-led, AI-based transformation project, the MACS Blend Control was initiated on PM 4 for agro and wood and later optimised for softwood and broke. This will enable optimisation of furnish leading to improvement in machine runnability and output.

New Product Development with Sustainability

• Successfully developed and manufactured a dye-free Kappa Premium III CRM with improved optical properties along with high light-fastness OBA for enhanced colour stability.

Environment and Sustainability Focus

• Added 854 acres of Social Farm Forestry in Q4 FY26, taking the total area under plantation to 18,300+ acres and benefitting 19,100+ farmers in the community. E a r n i n g s P r e s e n t a t i o n [) 9 Q UA R T E R LY F I N A N C I A L P E R F O R M A N C E PARTICULARS (INR Mn) Q4-FY26 Q4-FY25 Operational Income Total Expenses EBITDA 3,009 2,531 478 2,774 2,175 599 Y-o-Y 8.5% 16.4% (20.2)% Q3-FY26 2,896 2,503 393 EBITDA Margins (%) 15.89% 21.59% (570) Bps 13.55% Other Income Depreciation Finance Cost PBT Tax Profit After Tax PAT Margins (%) Diluted EPS (INR) E a r n i n g s P r e s e n t a t i o n 12 172 132 186 43 143 4.75% 1.64 14 147 104 362 101 261 9.41% 2.99 (14.3)% 17.0% 26.9% (48.6)% (57.4)% (45.2)% (466) Bps (45.2)% 16 166 109 133 36 98 3.38% 1.12 \. Kuantum Papers Q-o-Q 3.9% 1.1% 21.6% 234 Bps (25.0)% 3.6% 21.1% 39.8% 19.4% 45.9% 137 Bps 46.4% [) 10 A N N UA L F I N A N C I A L P E R F O R M A N C E PARTICULARS (INR Mn) Operational Income Total Expenses EBITDA EBITDA Margin

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: +91-22-35075100 Email: an