ALFA Finder
The call ran from 3:21 PM to 4:42 PM IST (1 h 20 min).
Key takeaways
H1 FY27 standalone revenue fell about 6% YoY to ₹151 Cr, while management claims combined growth and a ₹612 Cr order book up about 39%. The Amazon acquisition still awaits NCLT approval.
| Revenue growth | Standalone revenue fell to ₹151 Cr from ₹161 Cr YoY. |
|---|---|
| Margins | Claims 12–14% PAT margin only in Amazon-scenario projection; no actuals. |
| Order book | ₹612 Cr, up about 39% YoY; railway/infra split 22:78. |
| Demand visibility | Railway orders slowed; long-term wagon demand bullish, near-term unquantified. |
| Management confidence | Over-optimistic; repeated 'hopeful' and 'will' claims despite slowdown. |
Growth
Standalone revenue ₹151 Cr vs ₹161 Cr (about -6%). Combined growth is claimed but not quantified.
Outlook
Hopes for 20–25% FY27 revenue growth, later cited as '30% on top' without a base. Amazon ramp targets 25% capacity in FY28 and 70–75% by FY30.
Risks
Amazon NCLT approval pending and ramp-up contingent on it. Forging starts only Apr–May 2027. Mainboard migration question deflected. Utilisation 78.6%.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Cosmic CRF H1 FY27 Results: Net Profit ₹26.2 Cr, Up 6.9% YoY
Cosmic CRF Ltd reported revenue from operations of ₹318.3 Cr (+4.5% YoY) and net profit of ₹26.2 Cr (+6.9% YoY) for H1 FY27.
- Key figure
- Net profit ₹26.2 Cr · +6.9% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Targets 350,000 MT capacity by FY29 with ₹3,500cr revenue potential. Planned transition to Main Board in July 2026.
Growth they described
FY26 Consolidated Revenue jumped 78% to ₹722cr; PAT rose 74% to ₹50.6cr. Actual production volumes increased 90% YoY to 106,370 metric tonnes.
Call details
| Company | Cosmic CRF Ltd |
|---|---|
| NSE symbol | COSMICCRF |
| ISIN | INE0ORA01015 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 3:15 PM IST |
| Length | 1 h 20 min |
Cosmic CRF Ltd: key numbers
- Share price
- ₹906.60
- Market cap
- ₹833.0 Cr
- Revenue (annual)
- ₹716.6 Cr
- Net profit (annual)
- ₹50.56 Cr
- P/E (TTM)
- 16.5×Sector 17.0×
- Promoter holding
- 56.54%
- FII holding
- 0.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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