WSTCSTPAPRNSEWest Coast Paper Mills Limited· Paper And Paper ProductsHighNeutral
Announced Thu, 12 Feb · 14:42 IST

West Coast Paper Mills Limited has informed the Exchange regarding Outcome of Board Meeting held on February 12, 2026.

Revenue DeclineEbitda Margin CompressionResults View source PDF

WSTCSTPAPR · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

West Coast Paper Mills reported weak standalone Q3FY26 results, with revenue from operations falling to ₹590.77 crores, down ~8% QoQ (from ₹644.53 crores) and ~6% YoY (from ₹629.14 crores). Standalone PAT dropped sharply to ₹18.61 crores, down 59% QoQ and ~68% YoY, with EPS at ₹2.82 vs ₹8.81 in Q3FY25. On a consolidated basis, revenue rose ~3% YoY to ₹1,049.78 crores and PAT grew 148% QoQ to ₹29.58 crores, supported by subsidiary Andhra Paper Limited, though YoY consolidated PAT still fell ~56%. The company blamed rising paper imports causing pricing pressure and a planned annual maintenance shutdown in Nov-25 for the weak performance. EBITDA margin compressed significantly on a standalone basis (from 7% to 3%). Separately, the Board re-appointed S.K. Bangur as Chairman & Managing Director for a further 5 years and Smt. Sudha Bhushan as Independent Director for a second term, both subject to shareholder approval.

Likely market impact

The steep YoY decline in standalone profits highlights margin pressure from import-driven pricing competition in the paper industry, which may weigh on the stock in the near term. However, the strong consolidated QoQ recovery and management continuity (CMD reappointment) provide some stability. Investors should watch for pricing stabilization and easing of import pressures before reassessing the stock.