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
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Cosmo First reported strong Q1FY26 consolidated performance with 16% revenue growth and 38% EBITDA growth YoY, driven by higher volumes and cost rationalization.
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 reported consolidated Q1 FY27 revenue of ₹1,166 crore and PAT of ₹54 crore. The results highlight improved profitability and operational performance across segments.
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.
Cosmo First Limited held its 49th Annual General Meeting on August 05, 2026, through video conferencing. Shareholders approved financial statements, dividends, and director re-appointments.
Cosmo First Limited has scheduled a board meeting on August 6, 2026, to consider its quarterly financial results for the period ended June 2026.
Cosmo First Ltd declared a final dividend of Rs.4 per share for FY 2025-26, payable after AGM approval. TDS rates and required documents are detailed for shareholders.
Cosmo First Ltd submitted its Business Responsibility & Sustainability Report for FY 2025-26 as per SEBI regulations. The filing outlines ESG initiatives, employee data, and CSR details.
Cosmo First Ltd filed its FY‑2025‑26 Annual Report on BSE. The year saw a new 81,200 MT BOPP line, 22,000 MT CPP line and 12 new pet‑care centres.
Cosmo First Ltd will hold its 49th AGM on 5 Aug 2026 via video conference. Record date for dividend is 22 July 2026.
Cosmo First Limited clarified that the recent surge in trading volume is market‑driven and not due to undisclosed information. No material price‑sensitive news is pending.
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 Limited submitted its Annual Secretarial Compliance Report for the financial year ended March 31, 2026. The report confirms full regulatory compliance with no observations.
Cosmo First incorporated a 50:50 Korean joint venture, Filmax Cosmo Korea Limited, with Filmax Corporation. The entity will manage distribution and marketing of flexible packaging products.
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 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 Limited recommended a final dividend of Rs. 4 per equity share for FY 2025-2026. Record and meeting dates will be announced later.
Cosmo First Limited re-appointed Mr. Arjun Singh as Independent Director for a five-year term. This ensures board continuity and provides management stability for investors.
Cosmo First reported Q4 FY26 net revenue of ₹1,021 Crore with ₹37 Crore PAT. The Board recommended a ₹4 per share dividend following strong operational growth.
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.
Cosmo First reported its FY26 results and recommended a 40% final dividend of Rs. 4 per share. This indicates stable performance and continued shareholder returns.
Cosmo First appointed Piyush Gupta as Business Head for its chemicals subsidiary. He retains existing sales and marketing duties, streamlining leadership across group verticals.
Anurag Choubey has resigned as Vice President - Information Technology at Cosmo First. His departure, effective May 14, 2026, marks a change in senior management.
Cosmo First Limited submitted its quarterly certificate confirming the dematerialisation and cancellation of physical securities for the period ended March 31, 2026. This is a routine regulatory compliance filing under SEBI (Depositories and Participants) Regulations, 2018.