Q3-FY26 · Pawan Katan
We've already seen a downtrend for more than 2 years and the turn has already happened... I am confident personally that financials will get better, EBITDA margins and margins will get better for us.
KUANTUM / language trends
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Kuantum Papers · tone and specificity signals across the available quarters.
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Language signals
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Q3-FY26 · Pawan Katan
The impact of such events and situations [freight disruptions] are not felt anymore... We are insulated from the lower value exports happening and that is how it is impacting us lesser as compared to other players who are based in the south and the west.
Q3-FY26 · Pawan Katan
We will need to look at how this really evolves over a period of time and see how the market functions because you see we have China as a very big competitor. China's total paper industry volume is almost 10 times our size.
Q4-FY26 · Mr. Paw
Whatever competition is there, we will have to sort of partake in that. And one of the other ways in which we are going to offset is by coming out with differential qualities of paper by way of sort of specialty papers which has very niche applications.
Q4-FY26 · Mr. Paw
We are very confident that our existing network itself will be able to take on this additional capacity and selling this will not be I'm not foreseeing any kind of problem in this because one is our dealer network is very widely stretched into the entire country length and breadth.
Q4-FY26 · Mr. Jagdhira
We have our hands full with the current expansion the plan for tissue project only stands deferred. It's not shelved. It's deferred for certain point of time till we get our entire operation in control and as debt under control.