COSMOFIRST · Concall Summary
COSMO FIRST LIMITED
Management reported that Cosmo First Limited achieved consolidated sales of Rs 1,166 crores for the June 2026 quarter, reflecting a 46% increase from the previous year, driven by a 9% rise in volume and higher raw material prices. EBITDA increased by 26% to Rs 147 crores, with profitability across all B2B segments. The company noted a decline in EBITDA margin to 12.6% from 14.5% due to rising raw material costs. Management highlighted a focus on specialty films, with a goal to increase their share in the product mix. The specialty chemicals segment grew by 34%, while rigid packaging saw a 58% increase in topline. Management set a goal for overall topline growth of 20% for FY26-27, with new businesses projected to grow by 60%. The company aims to reduce net debt to EBITDA below 2 times within the next 12 months, emphasizing a strategy to enhance returns on capital employed.
Management emphasized growth and profitability across various business segments.
View source filing →Earlier concalls
- 2026-08-06 — The investor presentation by Cosmo First Limited detailed the company's operational and financial performance for the qu…
- 2026-05-28 — Management reported that consolidated sales for Q4 FY26 reached Rs 1,021 crores, a 37% increase from Q4 FY25, driven by …
- 2026-05-20 — The investor presentation by Cosmo First Limited detailed the company's operational and financial performance for the qu…
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