ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Saturday, 7 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Cosmic CRF Earnings Call Transcript: Key Takeaways

H1 FY27 standalone revenue fell about 6% YoY to ₹151 Cr, while management claims combined growth and a ₹612 Cr order book up about 39%. The Amazon acquisition still awaits NCLT approval.

Cosmic CRF Q2 FY27 concall: date, live audio and summaryConcall page →
Highlights
Revenue growthStandalone revenue fell to ₹151 Cr from ₹161 Cr YoY.
MarginsClaims 12–14% PAT margin only in Amazon-scenario projection; no actuals.
Order book₹612 Cr, up about 39% YoY; railway/infra split 22:78.
Demand visibilityRailway orders slowed; long-term wagon demand bullish, near-term unquantified.
Management confidenceOver-optimistic; repeated 'hopeful' and 'will' claims despite slowdown.

Growth

Standalone revenue ₹151 Cr vs ₹161 Cr (about -6%). Combined growth is claimed but not quantified.

Outlook

Hopes for 20–25% FY27 revenue growth, later cited as '30% on top' without a base. Amazon ramp targets 25% capacity in FY28 and 70–75% by FY30.

Risks

Amazon NCLT approval pending and ramp-up contingent on it. Forging starts only Apr–May 2027. Mainboard migration question deflected. Utilisation 78.6%.

Source

Earnings Call Transcript filed with BSE, BSE: 543928. Summary written with AI assistance from the document.

Read the document ↗

Cosmic CRF Ltd: key numbers

Share price
₹906.60
Market cap
₹833.0 Cr
Revenue (annual)
₹716.6 Cr
Net profit (annual)
₹50.56 Cr
P/E (TTM)
16.5×Sector 17.0×
Promoter holding
56.54%
FII holding
0.09%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Cosmic CRF Ltd

All →