Investor Presentation on the Audited Standalone and Consolidated Financial Results for the Half Year (H2) and Financial Year ended March 31, 2026.
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Cosmic CRF delivered exceptional growth in FY26 with consolidated revenue surging 78% YoY to ₹716.6 Cr, EBITDA up 77% to ₹78.4 Cr, and net profit growing 74% to ₹50.6 Cr. The company achieved a 12x installed capacity expansion since FY23 (from 12,000 to 133,600 MTPA) and reached ~90% volume utilisation, producing 1,06,370 MTPA in FY26. A strategic pivot to infrastructure (sheet piles, crash barriers) helped counter railway sector moderation, with the NSEPPL subsidiary scaling to 65,000 MTPA in just 15 months. The order book stands at a robust ₹760 Cr. The company turned cash flow positive (₹3.59 Cr vs prior year's negative ₹89.16 Cr) despite aggressive capex. Capacity expansion plans target 175,000 MTPA by FY28. The Supreme Court has allowed Cosmic CRF to participate in Amzen Transportation's CIRP process, which would make it India's most integrated wagon manufacturer.
The strong 74-78% revenue and profit growth, coupled with a ₹760 Cr order book and clear capacity expansion roadmap to 175,000 MTPA, signals sustained multi-year growth. Margin expansion on standalone (13.1% vs 11.8%) reflects improving product mix and operating leverage, though consolidated margins remained flat at ~11% — indicating integration costs and product mix dilution at the consolidated level. The Amzen NCLT resolution, if completed, could be a significant re-rating catalyst.