Investor Presentation for the Half Year ended September 30, 2025.
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Cosmic CRF Limited has filed its investor deck for H1FY26. Revenue for the half year stood at approximately ₹7,011.4 million, up sharply from ₹4,307.3 million in H1FY25, reflecting strong volume growth. EBITDA came in at around ₹1,025.3 million with a margin of ~32.9%, while Profit After Tax was roughly ₹428.9 million at a ~16.1% margin. The company highlighted its position as West Bengal's largest solid round billet producer with 300,000 MT capacity and a signed MoU with the Hooghly district for 200 acres of additional land. The order book draws strength from High Speed Rail, Metro, Water, and Irrigation projects. The presentation outlines multi-year targets, including scaling capacity toward 1,000,000 MT and a 6–7% reduction in total cost, along with a focus on debt reduction and TMT/special steel expansion.
The sharp revenue jump and a healthy 32.9% EBITDA margin signal strong operating leverage and improved product mix, which is positive for shareholder value. Visibility from large infrastructure orders (HSR, Metro) and the disclosed capacity expansion roadmap may support the stock sentiment in the near term.