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
Read confidence between the lines.
Kuantum Papers · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
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.