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Earnings Call

Cosmic CRF Earnings Call: Key Takeaways

Cosmic CRF delivered record FY26 consolidated results with 78% revenue growth and 74% PAT growth. Strategy pivots toward full ecosystem integration via the Amzen acquisition and new forging/spring units.

Why this was an Alfa AlertManagement explicitly guided for >50% growth, targeting FY29 revenue of ₹3,500cr from FY26 base of ₹722cr, representing ~70% CAGR over three years.
Highlights
Revenue growthConsolidated revenue up 78% YoY to ₹722cr.
MarginsPAT margin at 7%; aims for 10% by FY29.
Order bookCurrent order book stands at ₹760 crores.
Demand visibilityStrong; order book at ₹760cr with high visibility in railway/infra.
Management confidenceHigh, cited successful NCLAT/Supreme Court win for Amzen acquisition.

Growth

FY26 Consolidated Revenue jumped 78% to ₹722cr; PAT rose 74% to ₹50.6cr. Actual production volumes increased 90% YoY to 106,370 metric tonnes.

Outlook

Targets 350,000 MT capacity by FY29 with ₹3,500cr revenue potential. Planned transition to Main Board in July 2026.

Risks

Delay in RDSO licensing for springs; cyclical nature of railway/infra spending; raw material price fluctuations.

Source

Earnings Call filed with BSE, BSE: 543928. Summary written with AI assistance from the document.

Read the document ↗

Cosmic CRF Ltd: key numbers

Share price
₹1,320.25
Market cap
₹1,213 Cr
Revenue (annual)
₹716.6 Cr
Net profit (annual)
₹50.56 Cr
P/E (TTM)
24.0×Sector 19.0×
Promoter holding
55.10%
FII holding
0.09%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Cosmic CRF Ltd

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14:19 IST BSE
New Order Win

Cosmic CRF Bags ₹13.3 Cr Order from Infrastructure Company, Kolkata

Cosmic CRF Limited has bagged a purchase order worth ₹13.30 Crore from an infrastructure company in Kolkata. The contract for sheet piling products is to be executed within six months.

Value
₹13.30 Cr
From
Infrastructure Company, Kolkata
Execution
Within 6 months
order quantity
1650.0 MT
14:16 IST BSE
New Order Win

Cosmic CRF Bags ₹13.02 Cr Order from Infrastructure Company, Kolkata

Cosmic CRF Ltd's subsidiary, N.S. Engineering Projects Private Limited, secured four purchase orders totaling ₹13.02 Crore. The orders from a Kolkata-based infrastructure firm involve supplying sheet piles.

Value
₹13.02 Cr
From
Infrastructure Company, Kolkata
Execution
Within 3 to 6 months
sheet piling supply quantity
1591.0 MT
12:53 IST BSE
New Order Win

Cosmic CRF Bags ₹2.5 Cr Order from Infrastructure & Iron & Steel Industry, Kolkata

Cosmic CRF's subsidiary secured a Rs.2.50 Crore order for fabricated steel beams and bars from a Kolkata infrastructure client. Delivery is due within two weeks.

Value
₹2.50 Cr
From
Infrastructure & Iron & Steel Industry, Kolkata
Execution
Within 2 weeks
15:43 IST BSE
New Order Win

Cosmic CRF Bags ₹5.9 Cr Order from Engineering & Infrastructure Industry, Kolkata

Cosmic CRF's subsidiary, Cosmic Springs & Engineers, secured a ₹5.90 Crore purchase order for 504 MT of fabricated structural steel, to be executed within three months.

Value
₹5.90 Cr
From
Engineering & Infrastructure Industry, Kolkata
Execution
Within 3 months
fabricated structural steel quantity
504.0 MT
15:39 IST BSE
New Order Win

Cosmic CRF Bags ₹11.8 Cr Order from Engineering & Infrastructure Industry, Kolkata

Cosmic CRF Limited secured a purchase order worth ₹11.80 Crore from an engineering and infrastructure client. The order involves supplying 1,008 MT of fabricated structural steel.

Value
₹11.80 Cr
From
Engineering & Infrastructure Industry, Kolkata
Execution
Within 3 months
Fabricated Structural Steel
1008.0 MT
15:36 IST BSE
New Order Win

Cosmic CRF Bags ₹14.14 Cr Order from Engineering & Infrastructure Industry, Kolkata

Cosmic CRF Ltd's subsidiary, N.S. Engineering Projects Pvt Ltd, secured orders worth ₹14.14 Crore. The project involves supplying 1,208 MT of fabricated structural steel.

Value
₹14.14 Cr
From
Engineering & Infrastructure Industry, Kolkata
Execution
Within 3 months
Fabricated Structural Steel
1208.0 MT