Cosmo First Ltd

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 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 Earnings Call: Key Takeaways

Cosmo First reports strong Q4 FY26 with consolidated sales of ₹1,021cr (up 37% YoY) and EBITDA growth of 53% to ₹130cr, driven by volume growth and speciality films.

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.