Kuantum Papers Limited (532937) Earnings Call Transcripts

Kuantum Papers Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Kuantum Papers Limited reported operational income of INR 301 crores, reflecting a 4% sequential growth, while full-year operational income was INR 1,093 crores, down 1% YoY. Despite input cost pressures, EBITDA for the quarter surged 22% to INR 48 crores, with margins improving to 15.90%. Management indicated that pricing began to firm up in Q4, and they expect continued volume growth, targeting production of 250,000 tonnes annually, with potential revenue of INR 1,600 to 1,700 crores in the coming years.

Reported metrics

Guidance from management

Management maintained a positive outlook, projecting revenue of INR 1,600 to 1,700 crores and EBITDA margins of 18% to 20% in the coming years, supported by capacity expansions and improved efficiencies.

What management said

So while we saw volumes coming in during the year, but with this West Asia crisis happening and having an impact on the freight costs, the volumes in coming in Q4 did not happen and that kind of helped us out in the industry a bit. But I think this impact will stay on positively for us, while the Asia crisis, West-Asia crisis continues and only thereon, will we be able to see what impact it may create because by that...

So currently, pulp pricing is in the range of $600 to $700 per ton depending on whether it's hardwood pulp or softwood pulp. I think going forward, globally, they will remain in this range only because there is a fair amount of pulp manufacturing capacity that is getting added globally and that will help keep the pricing at these levels only. We are not likely to see them increasing in future.

What analysts pressed on

Analysts expressed concerns over the impact of import pressures on pricing and market share. There were also questions regarding the sustainability of recent price increases and the potential for further cost escalations due to raw material prices.

Main topics on the call

• Revenue Performance — Operational income for Q4 FY '26 was INR 301 crores, a 4% increase sequentially, while full-year income declined 1% YoY to INR 1,093 crores. Management noted, 'Despite market challenges, we maintained a healthy productio...
• Cost Pressures and Margin Improvement — Despite rising input costs, EBITDA for Q4 improved by 22% to INR 48 crores, with margins expanding to 15.90%. Management stated, 'The margin pressure was primarily driven by a reduction in NSR of approximately INR 2,000 ...
• Capacity Expansion and Upgrades — The completion of the Paper Machine 2 rebuild increased capacity to 75 tonnes per day. Management highlighted, 'We are targeting 95% plus utilization of the new capacity as it comes online.'
• Future Guidance — Management expects to produce 250,000 tonnes annually, with revenue projected between INR 1,600 to 1,700 crores in the next few years. They noted, 'We should try and touch about between 18% to 20% EBITDA.'

Read the full Kuantum Papers Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 9 Kuantum Papers Limited earnings call transcripts on record, spanning July 28, 2023 to May 29, 2026. Based on this history, Kuantum Papers Limited reports semi-annually. The most recent call on file is dated May 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

532937

Exchange

BSE

Country

IN

Sector

Materials

Industry

Paper and Forest Products

Calls on record

9

First call

July 28, 2023

Most recent

May 29, 2026

Reporting cadence

semi-annually