Kuantum Papers earnings calls.

Kuantum Papers reported Q4 FY26 operational income of INR 301Current reported value: 301. No comparable prior figure is available in the source record. crore with EBITDA at INR 48Current 48 crore vs previous available quarter 39 crore. crore (15.9Current 15.9 crore vs previous available quarter 13.6 crore.% margin, +234bps QoQ) and PAT at INR 14Current reported value: 14. No comparable prior figure is available in the source record. crore (4.75% margin). The company achieved 22% QoQ EBITDA growthCurrent reported value: 22% QoQ EBITDA growth. No comparable prior figure is available in the source record. driven by improved NSR of INR 37,000/ton, though partially offset by INR 2,000/ton cost inflation. Full-year FY26 revenue stood at INR 1,093 croreCurrent reported value: INR 1,093 crore. No comparable prior figure is available in the source record. (down 1% YoY) with EBITDA margin at 14.8% and PAT margin at 3.84%. Management targets 1.4 lakh-1.5 lakh tonneCurrent reported value: 1.4 lakh-1.5 lakh tonne. No comparable prior figure is available in the source record. volume ramp to 2.3 lakh tonnes by FY28, expecting revenue to reach INR 1,600-1,700 crore. Debt stands at INR 720 crore with peak projected at INR 650-675 crore by FY27 end. Key risks include wheat straw pricing volatility (up 50-60% YoY), import dumping from China/Indonesia, and nil GST impact on notebooks (reduced from 22% to 7-8% of sales). Capex completion expected by FY27 with 5-8% OPEX reduction from AI/Industry 4.0 initiatives.