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Earnings Call

Cosmo First Earnings Call: Key Takeaways

Cosmo First completed a ₹1,200+ Cr capex cycle, transitioning from investment to value creation with focus on specialty films and non-film consumer segments.

Why this was an Alfa AlertNot a filter event. Financial results and growth metrics are generally in line with management's strategic roadmap without an explicit beat of prior guidance.
Highlights
Revenue growthFY26 revenue up 26% YoY to ₹3,639 Cr.
MarginsEBITDA margin improved to 13.2% for FY26; Chemicals at 26%.
Demand visibilityStrong growth in specialty films (10% CAGR) and Petcare (63% YoY).
Management confidenceHigh; focusing on full capacity utilization and specialty sales scale-up.

Growth

FY26 revenue grew 26% YoY to ₹3,639 Cr; Q4 FY26 EBITDA surged 53% YoY to ₹130 Cr.

Outlook

Targeting FY30 revenue of ₹350-400 Cr each for Chemicals and Plastech; reducing net debt over 24 months.

Risks

Currency depreciation impact on foreign loans; moderate PAT growth due to exceptional items and reorganization costs.

Source

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

Read the document ↗

Cosmo First Ltd: key numbers

Share price
₹814.60
Market cap
₹2,138 Cr
Revenue (annual)
₹3,639 Cr
Net profit (annual)
₹156.0 Cr
P/E (TTM)
9.8×Sector 46.8×
Promoter holding
40.78%+0.00% QoQ
FII holding
3.00%Current quarter

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

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