West Coast Paper Mills (500444) Q2 26/27 earnings summary

Executive summary

• Q2 FY26/27 consolidated revenue was Rs 127,677.14 lakh and net profit Rs 11,193.62 lakh; H1 revenue reached Rs 232,803.12 lakh and net profit Rs 25,377.99 lakh.

• The board approved a Rs 290 crore expansion of optical fiber and optical fiber cable capacity, targeted for Q3 FY28/29.

Financial highlights

• Consolidated Q2 revenue rose to Rs 127,677.14 lakh from Rs 104,302.22 lakh YoY; net profit was Rs 11,193.62 lakh versus Rs 1,190.61 lakh.

• Consolidated H1 revenue was Rs 232,803.12 lakh versus Rs 199,766.83 lakh; net profit was Rs 25,377.99 lakh versus Rs 7,217.05 lakh YoY.

• Standalone Q2 revenue was Rs 81,297.14 lakh versus Rs 64,452.52 lakh; net profit was Rs 11,050.92 lakh versus Rs 4,501.56 lakh YoY.

• Standalone H1 revenue reached Rs 145,106.72 lakh versus Rs 120,038.77 lakh; net profit was Rs 21,919.01 lakh versus Rs 6,606.22 lakh YoY.

Outlook and guidance

• Optical fiber capacity is planned to rise by 4.0 Mn fkm p.a. and optical fiber cable capacity by 3.1 Mn fkm p.a., with additions targeted by Q3 FY28/29.

• Expansion rationale cites demand from hyperscale data centers, AI-enabled digital infrastructure, telecom network expansion and modernization, and defense applications.