ALFA Finder| Revenue growth | Q4 sales up 37% YoY; FY26 revenue up 26%. |
|---|---|
| Margins | BOPP/BOPET margins improving; speciality chemical EBITDA margin at 25%+. |
| Demand visibility | Strong; Indian flexible packaging volumes growing 8-10%. |
| Management confidence | High confidence in 50%+ CAGR for consumer businesses. |
Growth
FY26 revenue up 26%, volume up 27%, and EBITDA up 32% to ₹479cr. Specialty chemicals revenue hit ₹204cr.
Outlook
Guided double-digit topline growth for FY27. Expect ROCE to rise from 11% to 15%+. Reducing net debt below 2x EBITDA.
Risks
Industry margin volatility in BOPET/BOPP due to new capacity; geopolitical uncertainty; lag in speciality price pass-through.
Earnings Call filed with NSE, NSE: COSMOFIRST. Summary written with AI assistance from the document.
Cosmo First Ltd: key numbers
- Share price
- ₹813.00
- Market cap
- ₹2,134 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.
More from Cosmo First Ltd
All →Cosmo First Earnings Call Transcript: Key Takeaways
Consolidated revenue ₹1,388 Cr (+51% YoY) on 15% volume; EBITDA ₹177 Cr (+38%) includes ~₹18 Cr net one-offs, normalized +24%.
Cosmo First Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹1,388 Cr (+51% YoY), EBITDA ₹177 Cr (12.8% margin), PAT ₹99 Cr (+111%, tax-aided). Net debt/EBITDA down to 1.9x from 3.0x; specialty mix improving.
Cosmo First Results Update
Cosmo First released Q2 FY27 consolidated results via press release, showing EBITDA and PAT growth. Net debt was reduced while B2B and consumer businesses scaled up.
Cosmo First Q2 FY27 Results: Net Profit ₹98.6 Cr, Up 111.1% YoY
Cosmo First Ltd reported revenue from operations of ₹1,388 Cr (+51.0% YoY) and net profit of ₹98.6 Cr (+111.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹98.6 Cr · +111.1% YoY
Cosmo First Board Meeting Date
COSMO FIRST Limited will hold a board meeting on 03-Nov-2026 to consider unaudited standalone and consolidated results for the quarter ended September 2026. Trading window closes from 01-Oct-2026 until 48 hours after results are published.
Cosmo First Acquisition Worth ₹6.1 Cr
Cosmo First Limited is acquiring Prolife Speciality Vet Clinic LLP for a cash consideration of ₹6.10 Crore to expand its Petcare division, Zigly.
- Value
- ₹6.10 Cr