| 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
- ₹849.40
- Market cap
- ₹2,230 Cr
- Revenue (annual)
- ₹3,639 Cr
- Net profit (annual)
- ₹156.0 Cr
- P/E (TTM)
- 13.4×Sector 41.4×
- Promoter holding
- 40.78%+0.00% QoQ
- FII holding
- 2.40%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
Cosmo First reported strong Q1FY26 consolidated performance with 16% revenue growth and 38% EBITDA growth YoY, driven by higher volumes and cost rationalization.
- Call
- Guides 20% growth
Cosmo First Investor Presentation: Key Takeaways
Cosmo First delivered strong Q1 FY27 revenue growth of 46% YoY to ₹1,166 Cr, driven by specialty films, chemical growth, and consumer business scaling.
Cosmo First Q1 FY27 Results: Net Profit ₹53.8 Cr, Up 25.4% YoY
Cosmo First Ltd reported revenue from operations of ₹1,166 Cr (+45.7% YoY) and net profit of ₹53.8 Cr (+25.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹53.8 Cr · +25.4% YoY
Cosmo First Earnings Call: Key Takeaways
Cosmo First delivered Q1FY26 consolidated revenue of ₹800 Cr and EBITDA of ₹116 Cr (15% margin), driven by a 19% volume increase and specialty chemicals growth.
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.
Cosmo First Q4 FY26 Results: Net Profit ₹36.9 Cr, Up 36.2% YoY
Cosmo First Ltd reported revenue from operations of ₹1,021 Cr (+36.8% YoY) and net profit of ₹36.9 Cr (+36.2% YoY) for Q4 FY26.
- Key figure
- Net profit ₹36.9 Cr · +36.2% YoY