Wheat Straw Cost Inflation
Wheat straw prices increased 50-60% YoY due to crop impact from floods and diversion to fuel. Although prices expected to normalize by June with rice sowing season, this represents a material input cost risk.
KUANTUM / Q4-FY26 / risks
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Kuantum Papers · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Import Dumping from China/Indonesia
West Asia conflict may redirect surplus paper inventories from China and Indonesia to India at predatory pricing, aggravating existing dumping. Management expects anti-subsidy duty to provide relief by FY27 end.
Nil GST Impact on Notebook Segment
Zero GST on notebooks forced company to reverse input tax credits, making the segment unviable. Company reduced exposure from 22% to 7-8% and plans complete exit, requiring offset from higher-margin segments.
Realization Price Hike Rejection
Analyst raised concern that May price hikes are not fully succeeding in the market. Management acknowledged price increases had to be rolled back, though claiming stability at ₹69,000-70,000/tonne.