KUANTUM
Kuantum Papers Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
KUANTUM
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹78 today
BEAR
₹44
-44%
18.9% a year · 7.6x exit
BASE
₹50
-35%
32.6% a year · 7.9x exit
BULL
₹173
+122%
44.4% a year · 24.9x exit
Where the market has priced it
4x16x today54x
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹4.81 (screener) |
|---|---|
| Guided growth | 32.6% a year, said on the call of 01-Jun-2026 · transcript |
| Read across as | operating: absolute ₹ revenue target — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 7.62x / 7.9x / 24.92x, this company’s own p20 / median / p80 across 6 filed years |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from a third-party research digest · not our own extraction
implied earnings growth 33%
For FY27, management expects turnover of INR1,400-1,500 crores and INR1,600-1,700 crores in FY28, with EBITDA margins targeting 18-20%. They also outlined capacity expansion plans to reach 2.35 lakh tons of production by FY28.
Call 01-Jun-2026 · bridge confidence medium · transcript PDF