HDFC Securities Pick of the Week 1st June'26: West Coast Paper Mills Ltd

West Coast Paper Mills operates an integrated paper business with strong positioning in writing and printing paper, supported by its subsidiary Andhra Paper.

Operations benefit from captive pulp and power capabilities, ensuring cost efficiencies. Growth is supported by improved realizations, product mix enhancement, and expansion in optical fiber cables, which is increasing in share.

Ongoing efficiency initiatives and capacity optimization are expected to drive steady margin improvement over the medium term.