Pursuant to Reg 30 & 46 of SEBI (LODR) Regulations 2015- Transcript of Post Earning Conference Call with Analysts/Investors on the Audited Standalone and Consolidated Financial Results ....
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Cosmic CRF filed the transcript of its May 26, 2026 post-earnings conference call discussing H2 and FY26 results. H2 revenue grew 77% YoY to INR412 crores, EBITDA rose 81%, and net profit jumped 128%. FY26 consolidated revenue grew 78%, EBITDA 77%, and net profit 74%. The order book expanded sharply to INR760 crores (from INR500-550 crores) and installed capacity reached 133,600 metric tonnes with actual production at 106,370 tonnes (a 90% jump). Operational cash flow turned positive at INR3.5 crores versus a INR90 crore outflow earlier. Management announced plans to take over Amzen Transportation (pending CoC/LOI after a long legal battle) and highlighted future growth in forgings, springs, sea freight containers, and a liquid metal initiative.
Positively skewed for shareholders — strong top-line and bottom-line growth, improving cash flows, a heavier order book, and a potentially transformational Amzen acquisition. Key risks remain execution at Amzen, pending RDSO licence for the spring unit (which is currently dragging margins), and rising interest costs that grew from INR6.6 crores to INR12.2 crores YoY.