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Earnings Call

Cosmo Ferrites Earnings Call: Key Takeaways

Cosmo Ferrites reported Q4 FY26 revenue of ₹2,719 Lakhs and EBITDA of ₹303 Lakhs. Strategy focuses on high-end NiZn ferrites, process automation, and leveraging anti-dumping duties.

Why this was an Alfa AlertNot a filter event. Results show improvement but no explicit beat of management's own prior numerical guidance.
Highlights
Revenue growth₹2,719L in Q4FY26 vs ₹1,948L in Q4FY25.
MarginsEBITDA doubled for full year FY26 compared to FY25.
Demand visibilityStrong in EV, solar, and automotive sectors.
Management confidenceHigh; citing improved realizations and market expansions.

Growth

Q4 FY26 Revenue grew to ₹2,719 Lakhs from ₹1,948 Lakhs YoY; EBITDA increased significantly to ₹303 Lakhs.

Outlook

Capacity expansion for high permeability cores (25 Ton/month) via Top Hat Kiln; growth in EV and solar segments.

Risks

Global demand volatility for sustainable energy solutions; competition from cheaper imports prior to anti-dumping duty implementation.

Source

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

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Cosmo Ferrites Ltd: key numbers

Share price
₹177.40
Market cap
₹213.4 Cr
Revenue (annual)
₹98.59 Cr
Net profit (annual)
₹-1.59 Cr
P/E (TTM)
-333.5×Sector 19.0×
Promoter holding
63.65%+0.00% QoQ
FII holding
0.00%Current quarter

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

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