KUANTUMNSE18 June 2026

Kuantum Papers Limited

7,442words
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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
ms to expand it to 75,000 acres by 2030. I n v e s t o r P r e s e n t a t i o n \. Kuantum Papers 13,096 12,113 ------------------------------------------- . . . . . . . . . . . . . . . .
27.49%
········································································· ---- 10,932 11,070 27.49% 14.80% 21.92% 28.96% FY23 FY26 FY24 FY25 Paper Sales Volume (MT) 1,49,871 1,53,033 1,6
14.80%
································································· ---- 10,932 11,070 27.49% 14.80% 21.92% 28.96% FY23 FY26 FY24 FY25 Paper Sales Volume (MT) 1,49,871 1,53,033 1,60,845
21.92%
························································· ---- 10,932 11,070 27.49% 14.80% 21.92% 28.96% FY23 FY26 FY24 FY25 Paper Sales Volume (MT) 1,49,871 1,53,033 1,60,845 1,62,933
28.96%
················································· ---- 10,932 11,070 27.49% 14.80% 21.92% 28.96% FY23 FY26 FY24 FY25 Paper Sales Volume (MT) 1,49,871 1,53,033 1,60,845 1,62,933 FY23
rs 1980
rting to 25 Countries [) 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 Papers 1980 Mill established with PM 1 & 2 with a capacity of 30 TPD. 1988 PM 3 installed with a capacity o
40%
f 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 Gove
10 MW
capacity of 200 TPD with Chemical Recovery Plant of 200 TPD and Co- Generation Power Plant of 10 MW. 2019 Listed on NSE. Production exceeded 1,25,000 TPA. 2021 Backward Integration Project comp
28 MW
TPD. Increased Agro & Wood Pulping Capacity to 365 TPD. Power generation capacity increased by 28 MW. A new chemical recovery Plant of 500 TPD installed. 2022 Production capacity crossed 1,50,00
INR 13,096
D installed. 2022 Production capacity crossed 1,50,000 TPA. 2023 Record-breaking revenues of INR 13,096 Mn and an EBITDA Margins of 29%. Successfully launched Kupstock (base paper for cups) and Sipps
29%
rossed 1,50,000 TPA. 2023 Record-breaking revenues of INR 13,096 Mn and an EBITDA Margins of 29%. Successfully launched Kupstock (base paper for cups) and Sipps (base paper for straw) as a re
Guidance — 13 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.
COLLECTION MECHANISM
opening
Under Project Nirmaan, MACS System stabilized on both Agro & Wood Bleach sections for enhanced pulp yield and reduced cost.
Power Plant in which comprises of
opening
Kuantum Papers Raw Material Mix as of FY26 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 initiated the Social Farm Forestry Plantation Project over a decade ago at our in-house Clonal Propagation Centre.
Power Plant in which comprises of
opening
Installed recharge wells under a pilot project at Bhawanigarh for recharging paleo channels and ensuring long-term water security.
Power Plant in which comprises of
opening
Provided bicycles to school- going girls under Project Kitabghar, helping overcome mobility barriers.
Import-Export Scenario
opening
Paper packaging market reached US$19.07 bn as of Aug 2025, growing at 19.48% CAGR to US$46.43 bn by 2030 • Growth Drivers: ▪ Packaging growing at 22-25% per annum; India's packaging industry valued at ₹7,36,092 crore (US$84 bn) in 2024, projected to reach ₹12,53,109 crore (US$143 bn) by 2029 at 11.0% CAGR.
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
ORDER BASED MANUFACTURING
1
INVENTORY
1
COLLECTION MECHANISM
1
Total Installed Capacity
1
Power Plant in which comprises of
1
Import-Export Scenario
1
Valorem Advisors Disclaimer
1
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 I • Lakshadweep • 110+ Dealers Exporting to 25 Countries [) 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 Papers 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. 2018 Project KORE launched with Accenture for operational excellence. SAP S4 HANA implemented. 2017 Specialty Paper launched. Secured ISO 9001, ISo14001, OHSAS 18001, QMS and EMS certifications. 2015 Agro Pulp Mill of 200 TPD installed along with ODL Plant. 2014 Top F
Total Installed 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 an capacity of 38MW. installed • 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 \. Kuantum Papers The company has upgraded existing Effluent Treatment Plant with an objective of meeting the rightful 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 more than 2050 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
Import-Export Scenario
\. Kuantum Papers Domestic Market Share % Estimated Production in Terms of Raw Materials Used % Packaging Boards & Container Boards 55% Newsprint 10% Recovered Paper / Recycled Fiber 75% Agro Residue 6% Wood / Bamboo 19% ▪ Imports of paper, paperboard & newsprint stood at 1,993 thousand tonnes and exports at 1,164 thousand tonnes in FY2025-26. During Apr-Dec 2025-26, paper trade saw imports of US$1.46 bn and exports of US$717 mn — improved market balance and price stabilisation. ▪ Coated paper/paperboard (HS 4810) was the largest import category at US$582 mn (Apr-Dec 2025-26); writing & printing paper (HS 4802) exports reached US$224 mn (IBEF, Feb 2026). Specialty Paper 10% Writing & Printing Paper 25% • Consumption Patterns: Per capita consumption ~16 kg vs global average of 57 kg. Packaging paper & paperboard consumption grew at 8.2% in 2023-24. Paper packaging market reached US$19.07 bn as of Aug 2025, growing at 19.48% CAGR to US$46.43 bn by 2030 • Growth Drivers: ▪ Packaging growi
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: +91-22-3507 5100 Email: a
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