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Cosmo First Q2 FY27 Concall: Consolidated Sales Up 51% to Rs 1,388 Cr, EBITDA Up 38%
Cosmo First published its Q2 FY27 earnings call transcript, highlighting a 51% YoY rise in consolidated sales to Rs 1,388 crore and a 38% YoY increase in EBITDA to Rs 177 crore (or Rs 159 crore normalized). Growth was driven by a 15% overall volume growth, a 20% rise in specialty volumes, and a 35% volume jump in the US films segment. The company completed a 3-year capex cycle of Rs 1,250-1,300 crore and plans to commission a 16,000 MT coated film line and a 10,000 MT barrier sheet line in H2 FY27. Management guided for specialty chemicals to reach Rs 500 crore revenue over the medium term and indicated a focus on debt reduction.
உச்சம் நம்பிக்கை
என்ன மாறியதுCosmo First released the official transcript of its Q2 FY27 earnings conference call detailing segmental volume performance and capex timelines.
ஏன் இது முக்கியம்Confirms strong volume recovery across specialty films and US exports, alongside the conclusion of a heavy capex cycle (Rs 1,250-1,300 crore), enabling free cash flow generation for debt paydown.
📅 குறுகிய காலம்Earnings sentiment is supported by strong volume growth and margin recovery, though normalized Q2 EBITDA was slightly lower at Rs 159 crore due to net one-offs of Rs 18 crore.
📈 நீண்ட காலம்As the Rs 1,250-1,300 crore capex cycle concludes and upcoming specialty lines ramp up, higher-margin specialty products and debt reduction should support ROCE improvement toward targeted levels.
⚠ அபாய எச்சரிக்கைகள்
Raw material price volatility leading to inventory losses (Rs 7 crore in Q2)
Customer approval lead times required before newly added specialty capacities ramp up fully
👀 கவனிக்க வேண்டியவை
Track the commercialization and customer qualification timeline for the new 16,000 MT coated line in H2 FY27 and monitor progress on net debt reduction from the current Rs 1,501 crore.
Cosmo First Q2 FY27 Net Revenue Jumps 51% YoY to ₹1,388 Cr, PAT More Than Doubles to ₹99 Cr
Cosmo First released its Q2 & H1 FY27 investor presentation, reporting a 51% YoY rise in consolidated net revenue to ₹1,388 Cr and a 111% YoY surge in PAT to ₹99 Cr (EPS ₹38.0). Operating EBITDA climbed 38% YoY to ₹177 Cr (12.8% margin), supported by a ₹24.8 Cr US customs duty refund write-back and offset by a ₹7 Cr raw material stock loss. The company noted that its major ₹1,250+ Cr capex cycle since FY24 is complete, reducing Net Debt/EBITDA from 3.0x in Sep-25 to 1.9x with net debt at ₹1,057 Cr. Additionally, Cosmo First transitioned to the concessional tax regime in FY27, aiding quarterly tax provisions.
உச்சம் நம்பிக்கை
என்ன மாறியதுCosmo First reported strong H1 and Q2 FY27 operational results driven by 15% volume growth, 20% growth in specialty sales, and deleveraging following the completion of its major capex phase.
ஏன் இது முக்கியம்Deleveraging to 1.9x Net Debt/EBITDA and expanding into high-margin specialty chemicals and consumer films helps insulate profitability against commodity film price cycles.
📅 குறுகிய காலம்Market sentiment is expected to react favorably to the 111% YoY PAT surge, though analysts will adjust for the one-off ₹24.8 Cr duty refund and concessional tax regime adoption benefits.
📈 நீண்ட காலம்As the ₹1,250+ Cr capex cycle winds down and free cash flow improves, continued scaling of specialty chemicals (23% EBITDA margin) and rigid packaging should improve consolidated ROCE.
⚠ அபாய எச்சரிக்கைகள்
One-off ₹24.8 Cr duty refund boosted Q2 EBITDA
Raw material volatility leading to stock losses (₹7 Cr in Q2)
Cyclical pricing pressure in standard packaging films
👀 கவனிக்க வேண்டியவை
Track the commissioning and utilization ramp-up of the upcoming 16k MT coating line in H2 FY27 and assess whether EBITDA margins sustain near 13% without one-off duty write-backs.
46% Revenue Growth in Q1 FY27; Management Targets 15-20% ROCE
Cosmo First reported a strong 46% YoY revenue jump to ₹1,166 cr in Q1 FY27, driven by a 9% volume increase and raw material price pass-throughs. EBITDA grew 26% to ₹147 cr, supported by improved BOPP margins of ₹30/kg and a 12% growth in specialty film volumes. Management indicated that the major ₹1,200 cr capex cycle is now complete, shifting focus toward asset sweating and debt reduction. The company aims to improve ROCE from the current ~11% to a target range of 15-20% over the next 12-24 months.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has transitioned from a heavy investment phase (₹1,200 cr capex) to an operational phase focused on margin expansion and specialty product mix.
ஏன் இது முக்கியம்The shift toward specialty films (margins of ₹63/kg) and high-margin chemicals (25% EBITDA) reduces the company's vulnerability to cyclical commodity packaging price swings.
Q1 FY27 Revenue: ₹1,166 கோடிEBITDA: ₹147 கோடிSpecialty Film Margin: ₹63/kgCapex vs Market Cap: ~56%Net Debt/EBITDA: 2.3xUS Tariff Refund: $7 million
📅 குறுகிய காலம்Positive sentiment expected as BOPP margins show recovery and the US subsidiary receives a significant cash refund.
📈 நீண்ட காலம்Structural improvement in ROCE and diversification into pet care and specialty chemicals could lead to a re-rating if profitability targets are met.
⚠ அபாய எச்சரிக்கைகள்
Port congestion impacting export volumes (13% impact in Q1)
Volatility in raw material (polymer) prices
Continued losses in the Zigly petcare segment
👀 கவனிக்க வேண்டியவை
Watch for the full utilization of the new 81,200 MT BOPP line by Q4 FY27 and the potential reduction of Net Debt/EBITDA to below 2x as guided by management.
Cosmo First Q1 FY27: Revenue Up 46% to ₹1,166 Cr; Net Debt/EBITDA Drops to 2.3x
Cosmo First reported a strong Q1 FY27 with revenue growing 46% YoY to ₹1,166 Cr and PAT increasing 25% to ₹54 Cr. The company has transitioned from a ₹1,200+ Cr capex cycle to a deleveraging phase, successfully reducing its Net Debt/EBITDA ratio from 2.9x to 2.3x within a year. Growth was broad-based, with the core Films business growing 45% and the Specialty Chemicals segment maintaining a high 25% EBITDA margin. Management is targeting a further reduction in leverage to below 2.0x within 12-18 months.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has completed its major ₹1,200+ Cr capex cycle and is now focusing on sweating assets and reducing debt.
ஏன் இது முக்கியம்The shift from commodity films to a specialty-heavy portfolio (10% CAGR) and high-ROCE chemicals (25%+) is designed to reduce earnings volatility and improve structural margins.
Q1 FY27 Revenue: ₹1,166 கோடிQ1 வருவாய் vs TTM வருவாய்: 32.9%Net Debt/EBITDA: 2.3xQ1 FY27 PAT: ₹54 கோடிStrategic Capex (3-year): ₹1,200+ CrSpecialty Chemicals ROCE Target: 25%+
📅 குறுகிய காலம்The stock may see positive momentum as the market reacts to strong top-line growth and the successful reduction in leverage ratios.
📈 நீண்ட காலம்Structural improvement in ROCE is expected as specialty segments scale to 10% of revenue and the consumer businesses (Zigly, Window Films) reach critical mass.
⚠ அபாய எச்சரிக்கைகள்
Raw material price volatility (increased working capital by ₹85 Cr in Q1)
Global oversupply in BOPET/BOPP segments
Execution risk in scaling B2C consumer brands
👀 கவனிக்க வேண்டியவை
Monitor the utilization ramp-up of the new 81,200 MT BOPP line and the execution of the deleveraging plan to reach <2.0x Net Debt/EBITDA. Watch for the proposed value unlocking in the Zigly petcare business slated for late FY27.
Cosmo First Q1 Revenue Jumps 45.7% YoY to ₹1,165 Cr; Consolidated PBT Rises 30%
Cosmo First reported a strong start to FY27 with consolidated revenue growing 45.7% YoY to ₹1,165.54 Cr, significantly exceeding the quarterly average of the previous year. Consolidated Profit Before Tax (PBT) rose 30% YoY to ₹70.73 Cr, driven by robust performance in the core Packaging Films segment and a turnaround in Cosmo Plastech. While the Petcare and Consumer segments remain loss-making, the Specialty Chemicals division maintained high profitability with a PBIT of ₹17.08 Cr. A post-quarter USD 7 million custom duty refund in the US subsidiary provides a further liquidity cushion.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has demonstrated a sharp recovery in revenue growth and a turnaround in its Plastech division, alongside the formation of a new 50:50 joint venture with Filmax Corporation, Korea.
ஏன் இது முக்கியம்The results suggest that Cosmo First is successfully navigating industry-wide oversupply in commodity films by scaling its specialty segments and ramping up new capacities, which is critical given its high debt-to-equity ratio of 1.20.
Q1 Consolidated Revenue: ₹1,165.54 கோடிQ1 வருவாய் vs TTM வருவாய்: ~32.9%Consolidated PBT: ₹70.73 கோடிSpecialty Chemicals PBIT Margin: 48.1%Petcare Segment Loss: ₹14.84 கோடி
📅 குறுகிய காலம்The stock is likely to react positively to the strong revenue growth and the turnaround in the Plastech segment, alongside the news of the USD 7 million US refund.
📈 நீண்ட காலம்The structural shift toward Specialty Chemicals (targeting 10% revenue share) and the ramp-up of the large BOPP line are the primary long-term value drivers.
⚠ அபாய எச்சரிக்கைகள்
Continued losses in Petcare and Consumer segments
High debt-to-equity ratio of 1.20
Industry-wide oversupply in BOPP/BOPET segments
👀 கவனிக்க வேண்டியவை
Monitor the utilization levels of the new 81,200 MT BOPP line, which is targeted for full capacity by Q4 FY27. Investors should also track the path to break-even for the Petcare and Consumer segments, which currently drag consolidated margins.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
₹4 Final Dividend: Cosmo First Announces Record Date and TDS Details for FY 2025-26
Cosmo First Limited has announced a final dividend of ₹4 per equity share for the financial year 2025-26. The record date to determine shareholder eligibility is set for July 22, 2026, with the dividend subject to approval at the AGM on August 5, 2026. The company has detailed Tax Deduction at Source (TDS) requirements, including a 10% rate for residents with valid PAN and a 20% rate for those without. Shareholders must submit relevant tax documents by July 24, 2026, to ensure correct withholding.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has finalized the administrative timeline and tax withholding procedures for the ₹4 final dividend proposed in May 2026.
ஏன் இது முக்கியம்This is a routine capital allocation event; for the company, it represents a cash outflow, and for investors, it provides a yield of approximately 0.48% based on the current market price.
Final Dividend: ₹4 per shareரெக்கார்ட் தேதி: ஜூலை 22, 2026டிவிடெண்ட் ஈல்ட்: ~0.48%Standard Resident TDS: 10%Non-Resident TDS: 20%
📅 குறுகிய காலம்The stock is likely to trade ex-dividend around July 22, 2026, which may lead to a minor price adjustment equivalent to the dividend amount.
📈 நீண்ட காலம்Limited structural significance; this is a routine distribution of profits to shareholders.
👀 கவனிக்க வேண்டியவை
Shareholders should ensure their PAN is updated and linked with Aadhaar in their demat accounts before the July 22 record date to avoid a higher 20% TDS rate.
Rs 4 Final Dividend: Cosmo First Sets July 22 as Record Date; TDS Guidelines Issued
Cosmo First has announced a final dividend of Rs 4 per equity share for FY 2025-26, following board approval on May 20, 2026. The record date for determining eligibility is July 22, 2026, with the payout subject to shareholder approval at the AGM on August 5, 2026. The estimated total payout of ~Rs 9.16 crore represents approximately 7.3% of the company's TTM PAT of Rs 126 crore. Shareholders are required to submit tax-related documents by July 24, 2026, to ensure appropriate TDS rates are applied.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has finalized the administrative timeline and tax withholding procedures for the FY26 final dividend payout.
ஏன் இது முக்கியம்This is a routine distribution of profits; the payout is modest (0.48% yield) and well-covered by the TTM PAT, indicating no significant strain on the company's liquidity.
Dividend per share: Rs 4ரெக்கார்ட் தேதி: ஜூலை 22, 2026Estimated Payout vs TTM PAT: ~7.3%TDS Threshold (Resident): Rs 10,000AGM Date: ஆகஸ்ட் 5, 2026
📅 குறுகிய காலம்The stock may see minor price adjustments around the ex-dividend date; focus remains on tax compliance for net dividend receipts.
📈 நீண்ட காலம்Limited; this is a routine corporate action and does not alter the structural growth outlook of the packaging or specialty chemicals business.
👀 கவனிக்க வேண்டியவை
Shareholders should ensure their PAN is linked with Aadhaar to avoid a higher 20% TDS rate and submit necessary tax declarations by the July 24 deadline.
Cosmo First Q4 FY26 EBITDA Surges 53% to ₹130 Cr; Net Debt Reduced to ₹1,159 Cr
Cosmo First reported a strong Q4 FY26 with consolidated revenue growing 37% YoY to ₹1,021 crores, driven by a 41% increase in sales volume. EBITDA for the quarter rose 53% to ₹130 crores, supported by improved margins in BOPP and BOPET and growth in specialty chemicals. The company has successfully reduced its net debt by ₹75 crores over the last six months and expects double-digit topline growth in FY27 as new capacities ramp up. Management highlighted that the major capex cycle of ₹1,200 crores is largely complete, shifting focus to sweating assets and debt reduction.
முக்கிய அம்சங்கள்
Q4 FY26 consolidated sales grew 37% YoY to ₹1,021 crores with a 41% volume jump.Full-year EBITDA increased by 32% to ₹479 crores, aided by specialty chemical sales of ₹204 crores.Net debt reduced to ₹1,159 crores (2.4x EBITDA), with a clear roadmap for further reduction over two years.BOPP and BOPET margins improved significantly to ₹20/kg and ₹18/kg respectively in Q4 compared to Q3.Board recommended a dividend of ₹4 per equity share for FY25-26.
👀 கவனிக்க வேண்டியவை
Investors should monitor the scaling of new high-margin verticals like Zigly and Specialty Chemicals, which are diversifying the revenue base away from commodity films. The completion of the major capex cycle and focus on debt reduction are positive indicators for future free cash flow and ROCE improvement.
Cosmo First Incorporates 50:50 Joint Venture 'Filmax Cosmo Korea Limited' in South Korea
Cosmo First Limited has successfully incorporated a new Joint Venture (JV) company in South Korea named Filmax Cosmo Korea Limited. This JV is a 50:50 partnership with Filmax Corporation, Korea, following an initial agreement signed in November 2025. The new entity will focus on the distribution, sale, and marketing of flexible packaging and other products manufactured by both companies. This strategic move is aimed at strengthening Cosmo First's market presence and distribution network in the Korean region.
முக்கிய அம்சங்கள்
Incorporation of Joint Venture company 'Filmax Cosmo Korea Limited' in South KoreaEquity participation is split equally between Cosmo First and Filmax Corporation at a 50:50 ratioPrimary objective is the distribution and marketing of flexible packaging and related productsFollows through on the strategic partnership agreement initially announced on November 12, 2025
👀 கவனிக்க வேண்டியவை
Investors should monitor the JV's contribution to export revenues and market share in the East Asian region. This expansion is a positive long-term growth driver for the company's packaging business.
Cosmo First FY26 Revenue Up 26% to ₹3,639 Cr; EBITDA Grows 32% as Capex Cycle Concludes
Cosmo First reported a strong FY26 performance with annual revenue reaching ₹3,639 Cr and EBITDA growing 32% YoY to ₹479 Cr, driven by a 45% increase in BOPP capacity. The company has successfully completed its ₹1,200 Cr strategic capex cycle and is now transitioning to a value-creation phase focused on debt reduction and high-ROCE specialty segments. Net debt decreased by ₹75 Cr from its peak in September 2025 to ₹1,159 Cr. The board has recommended a dividend of ₹4 per equity share for FY26.
முக்கிய அம்சங்கள்
FY26 Revenue grew 26% YoY to ₹3,639 Cr, with Q4 FY26 revenue surging 37% to ₹1,021 Cr.EBITDA for FY26 stood at ₹479 Cr (13.2% margin), marking a 32% YoY increase despite margin pressures in base films.Net Debt reduced to ₹1,159 Cr (2.4x EBITDA) as of March 2026, with a clear roadmap for further reduction over 24 months.Specialty Chemicals vertical achieved 25%+ EBITDA margins, while the Rigid Packaging (Plastech) vertical grew revenue by 86% YoY.Zigly (Petcare) revenue grew 63% YoY to ₹55 Cr, with the company targeting a value unlock for this segment in FY27.
👀 கவனிக்க வேண்டியவை
Investors should focus on the company's transition from a heavy capex phase to a cash-generation phase, which is expected to improve ROCE. Monitor the scaling of the high-margin B2C segments like Zigly and Cosmo Consumer for potential valuation re-rating.
Cosmo First Q4 FY26 PAT Rises 37% to ₹37 Cr; Recommends ₹4 Dividend
Cosmo First reported a strong performance for Q4 FY26 with consolidated revenue growing 37% YoY to ₹1,021 crore and EBITDA rising 53% to ₹130 crore. The growth was primarily driven by a 41% increase in sales volume and improved margins in the base BOPP and BOPET film segments. Despite exceptional costs and a one-time deferred tax reversal of ₹5.3 crore, PAT grew 37% to ₹37 crore. The company also demonstrated fiscal discipline by reducing net debt by ₹55 crore during the quarter to ₹1,159 crore.
முக்கிய அம்சங்கள்
Consolidated Net Revenue for Q4 FY26 increased 37% YoY to ₹1,021 crore, while full-year FY26 revenue hit ₹3,639 crore.EBITDA margins expanded to 12.7% in Q4 FY26 from 11.4% in Q4 FY25, led by higher specialty sales and volume growth.Cosmo Plastech (Rigid Packaging) reported 70% topline growth and is nearing EBITDA breakeven.Zigly (Petcare business) posted 54% YoY topline growth as it continues to scale its retail footprint.Board recommended a dividend of ₹4 per equity share for the financial year ended March 31, 2026.
👀 கவனிக்க வேண்டியவை
Investors should focus on the company's successful diversification into high-growth B2C segments like Petcare and Specialty Chemicals which are scaling rapidly. The improving margin profile in the core films business and the commitment to debt reduction make this a positive outlook for long-term holders.
Cosmo First FY26 Net Profit Rises 21% to ₹106 Cr; Declares ₹4 Final Dividend
Cosmo First Limited delivered a robust performance for FY26, with annual revenue from operations growing 23% to ₹3,355.50 crore. The company's full-year net profit increased to ₹106.43 crore, up from ₹88.03 crore in the previous fiscal year. The fourth quarter was particularly strong, with net profit surging 77% year-on-year to ₹29.97 crore. In addition to the financial growth, the board has recommended a final dividend of ₹4 per share and re-appointed Mr. Arjun Singh as an Independent Director for a second five-year term.
முக்கிய அம்சங்கள்
Annual Revenue from operations increased by 22.6% to ₹3,355.50 crore in FY26 compared to ₹2,735.63 crore in FY25.Full-year Net Profit grew 20.9% YoY to reach ₹106.43 crore.Q4 FY26 Net Profit stood at ₹29.97 crore, a significant jump from ₹16.90 crore in Q4 FY25.Board recommended a final dividend of 40% (₹4 per equity share) for the financial year 2025-26.Re-appointment of Mr. Arjun Singh as Non-Executive Independent Director for a second term of 5 years starting October 2026.
👀 கவனிக்க வேண்டியவை
The strong quarterly growth and consistent annual performance indicate improving operational efficiency and demand. Investors may consider holding or accumulating on dips, given the healthy dividend payout and positive earnings momentum.
Cosmo First Q4 Net Profit Jumps 77% YoY to ₹30 Cr; Declares ₹4 Dividend
Cosmo First reported a strong performance for the quarter ended March 31, 2026, with standalone revenue growing 32.5% YoY to ₹911 crore. Net profit for the quarter surged by 77% YoY to ₹30 crore, driven by robust operational growth and improved realizations. For the full year FY26, the company achieved a revenue of ₹3,355 crore and a net profit of ₹106 crore, representing a 21% growth in the bottom line. Additionally, the board has recommended a final dividend of ₹4 per share (40%) for the fiscal year.
முக்கிய அம்சங்கள்
Q4 FY26 standalone revenue rose 32.5% YoY to ₹910.99 crore from ₹687.25 crore.Net profit for the quarter increased 77% YoY to ₹29.97 crore compared to ₹16.90 crore in Q4 FY25.Full-year FY26 revenue reached ₹3,355.50 crore, a 22.6% increase over FY25.Recommended a final dividend of ₹4 per equity share (40% of face value) for FY 2025-26.Re-appointed Mr. Arjun Singh as Non-Executive Independent Director for a second 5-year term starting October 2026.
👀 கவனிக்க வேண்டியவை
The company demonstrates strong growth momentum in both revenue and profitability, supported by a healthy dividend payout. Investors may view this as a positive sign of operational efficiency and should monitor the impact of raw material price fluctuations on future margins.
Cosmo First Appoints Piyush Gupta as Business Head for Speciality Chemicals Subsidiary
Cosmo First Limited has appointed Mr. Piyush Gupta as the Business Head for its wholly-owned subsidiary, Cosmo Speciality Chemicals Private Limited, effective May 18, 2026. Mr. Gupta is a seasoned professional with over 30 years of international experience in P&L oversight and global sales. In addition to his new role, he will continue to manage specific export sales and marketing responsibilities for the Cosmo Films vertical. This strategic appointment aims to strengthen the leadership of the company's speciality chemicals business.
முக்கிய அம்சங்கள்
Mr. Piyush Gupta appointed as Business Head of Cosmo Speciality Chemicals effective May 18, 2026.The appointee brings over 3 decades (30+ years) of rich international experience in operations and global marketing.Mr. Gupta will maintain a dual role, retaining some existing responsibilities in export sales for the Cosmo Films vertical.The appointment is classified under Senior Management Personnel (SMP) as per SEBI regulations.
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive step towards professionalizing the management of the high-growth speciality chemicals subsidiary. Monitor the subsidiary's performance in upcoming quarters to gauge the impact of this leadership change.
Cosmo First Q3 FY26: Revenue Up 28% to ₹899 Cr; EBITDA Rises 19% Amid Margin Pressures
Cosmo First reported a 28% YoY revenue growth to ₹899 crore for Q3 FY26, driven by a 29% increase in sales volume. EBITDA grew 19% to ₹103 crore, though margins were pressured by US tariffs, inventory losses, and a temporary line shutdown, totaling a ₹19 crore adverse impact. The company has completed its major ₹1,100 crore capex cycle and plans to focus on debt reduction and sweating existing assets over the next 2-3 years. Management expects double-digit revenue growth and improved profitability as US tariff reductions take effect in FY27.
முக்கிய அம்சங்கள்
Consolidated revenue grew 28% YoY to ₹899 crore with volume growth of 29%EBITDA stood at ₹103 crore, impacted by ₹19 crore in non-repetitive and adverse factorsSpecialty Chemical subsidiary posted ₹52 crore in sales with a strong 25% EBITDA marginNet debt reduced slightly to ₹1,215 crore; management targets significant reduction over 2-3 yearsBOPP margins fell to ₹13/kg from ₹22/kg in Q2, while BOPET margins improved to ₹12/kg
👀 கவனிக்க வேண்டியவை
Investors should monitor the recovery in BOPP margins and the scaling of specialty chemical and consumer segments. The completion of the capex cycle and focus on debt reduction are positive long-term signals, but short-term volatility in raw material prices remains a risk.
Cosmo First to Acquire 26% Stake in Hexa Sunshine for ₹7 Cr to Source Renewable Power
Cosmo First Limited has entered into an agreement to acquire up to a 26% equity stake in Hexa Sunshine Private Limited, a Special Purpose Vehicle (SPV). The investment involves a cash consideration of up to ₹7 crore. This strategic move is designed to source hybrid renewable power for the company's manufacturing plants in Gujarat under a group captive consumer model. The initiative aims to optimize energy costs and enhance the company's sustainability profile.
முக்கிய அம்சங்கள்
Acquisition of up to 26% equity stake in Hexa Sunshine Private LimitedTotal investment amount capped at ₹7 crore in cash considerationTarget is an SPV incorporated in April 2024 for hybrid renewable power generationProject aims to supply power to manufacturing plants in Gujarat on a group captive basis
👀 கவனிக்க வேண்டியவை
This is a positive step toward long-term operational efficiency and ESG compliance. Investors should monitor the project's completion timeline and its eventual impact on reducing power costs in future financial statements.
Cosmo First Q3 Revenue Jumps 28% to ₹899 Cr; EBITDA Up 20% as ₹1,140 Cr Capex Cycle Concludes
Cosmo First reported a robust 28% YoY revenue growth to ₹899 crore for Q3 FY26, primarily driven by a 29% increase in sales volumes. While EBITDA grew 20% to ₹103 crore, PAT remained flat at ₹30 crore due to higher depreciation and interest costs following recent capacity expansions. The company has successfully completed its ₹1,140 crore strategic capex cycle and is now shifting focus toward deleveraging and improving ROCE. Notably, the Rigid Packaging segment turned EBITDA positive in December 2025, and the Petcare business (Zigly) continues to scale with 50% YoY topline growth.
முக்கிய அம்சங்கள்
Revenue grew 28% YoY to ₹899 crore in Q3 FY26, supported by a 29% surge in sales volumes.Completed ₹1,140 crore strategic capex; focus shifts to debt reduction and free cash flow generation over the next 24 months.Rigid Packaging segment (Cosmo Plastech) achieved EBITDA breakeven in December 2025.Specialty Chemicals vertical maintains a 20%+ EBITDA and ROCE profile with ₹200 crore annualized sales.Zigly (Petcare) reported 50% YoY topline growth with an annualized GMV run rate of ₹76 crore.
👀 கவனிக்க வேண்டியவை
Investors should focus on the company's ability to sweat its new assets and reduce net debt, which is expected to drive equity value. The transition toward high-margin specialty chemicals and consumer segments offers a structural hedge against the cyclicality of the core films business.
Cosmo First Q3 Revenue Up 28% to ₹899 Cr; PAT Flat at ₹30 Cr Amid Margin Pressure
Cosmo First reported a robust 28% YoY revenue growth to ₹899 Cr in Q3 FY26, supported by a 29% surge in sales volume. Despite the topline growth, PAT remained flat at ₹30 Cr due to higher depreciation, interest costs, and a one-time inventory loss of ₹8.4 Cr. The company faced margin compression in its core BOPP/BOPET films and high USA tariffs, though the rigid packaging segment turned EBITDA positive in December. Management expects double-digit growth ahead as new capacities ramp up and USA tariff reductions take effect in FY27.
முக்கிய அம்சங்கள்
Net Revenue rose 28% YoY to ₹899 Cr driven by 29% volume growth.EBITDA increased 20% to ₹103 Cr, while PAT stayed flat at ₹30 Cr.One-time inventory loss of ₹8.4 Cr recorded due to falling raw material prices.Zigly (Petcare) business grew over 50% YoY; Rigid packaging vertical reached EBITDA positive.Strategic Joint Venture announced in South Korea with Filmax Corporation.
👀 கவனிக்க வேண்டியவை
While revenue and volume growth are strong, margin pressure in core films remains a concern. Investors should monitor the profitability trajectory of new consumer verticals and the expected benefits from USA tariff reductions in FY27.
Cosmo First Q3 Standalone Revenue Up 21% YoY to ₹820 Cr; Net Profit Declines to ₹17.2 Cr
Cosmo First reported a 21% YoY growth in standalone revenue to ₹820.15 Cr for the quarter ended December 2025, though revenue declined 6% sequentially. Standalone net profit fell to ₹17.19 Cr, down from ₹22.44 Cr in the same quarter last year, impacted by higher finance costs and a one-time employee benefit provision of ₹4 Cr. Finance costs rose significantly to ₹35.83 Cr compared to ₹24.20 Cr YoY. The company also recorded a one-time gain of ₹6.05 Cr from capital reduction in its European subsidiary.
முக்கிய அம்சங்கள்
Standalone Revenue grew 20.8% YoY to ₹820.15 Cr but fell 6.1% sequentially from ₹873.44 Cr.Standalone Net Profit dropped 23.4% YoY to ₹17.19 Cr, impacted by a ₹4 Cr one-time labor code provision.Finance costs increased by 48% YoY to ₹35.83 Cr, weighing heavily on the bottom line.Other income included a one-time gain of ₹6.05 Cr from a subsidiary capital restructuring.9-month standalone profit stands at ₹76.46 Cr, showing a modest 7.5% growth over the previous year's ₹71.13 Cr.
👀 கவனிக்க வேண்டியவை
Investors should be cautious as rising finance costs and sequential revenue decline indicate margin pressure. Monitor management's strategy for handling increased debt servicing and the impact of new labor regulations on future earnings.
Cosmo First Q3 Consolidated Revenue Up 28% YoY to ₹899 Cr; Net Profit Declines to ₹12.6 Cr
Cosmo First reported a strong 28.3% year-on-year growth in consolidated revenue at ₹898.98 crore for the quarter ended December 31, 2025. However, consolidated net profit saw a sharp decline of 48.6% on a sequential basis, falling to ₹12.57 crore from ₹24.48 crore in Q2 FY26. Profitability was impacted by a one-time employee benefit provision of ₹4 crore related to new labor codes and higher raw material costs. The company also completed a restructuring where its US subsidiary became a direct subsidiary, yielding a one-time gain of ₹6.05 crore.
முக்கிய அம்சங்கள்
Consolidated Revenue from operations increased 28.3% YoY to ₹898.98 crore.Consolidated Net Profit fell to ₹12.57 crore, down from ₹16.35 crore in the same quarter last year.Standalone EPS dropped significantly to ₹6.64 from ₹11.41 in the previous quarter.Recognized a one-time expense of ₹4.00 crore for employee benefit liabilities under New Labour Codes.Other income includes a ₹6.05 crore gain from capital reduction in Cosmo First Europe B.V.
👀 கவனிக்க வேண்டியவை
Investors should exercise caution as the company is experiencing significant margin compression despite robust revenue growth. The sharp sequential decline in profit suggests rising operational costs that may continue to weigh on the stock in the short term.
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