Media Release with regards to Un-Audited Financial Results for the quarter ended on December 31, 2025
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Awaiting price reaction for this filing.
Cosmo Ferrites reported a weak Q3 FY26 with revenue from operations falling 24% sequentially to ₹1,918 lakhs (from ₹2,530 lakhs in Q2) and 15% lower year-on-year (vs ₹2,261 lakhs). EBITDA shrunk sharply to ₹86 lakhs from ₹212 lakhs the previous quarter, and the company slipped into a loss of ₹132 lakhs at the PAT level versus a ₹57 lakh loss in Q2. Management blamed US tariffs hitting export volumes, a manganese shortage in China disrupting raw material supply, and rising copper prices squeezing transformer margins. Despite the weak quarter, the nine-month picture improved — revenue rose to ₹7,140 lakhs (vs ₹6,618 lakhs) and EBITDA nearly doubled to ₹598 lakhs (vs ₹348 lakhs), narrowing the 9-month loss to ₹184 lakhs from ₹411 lakhs. The company is betting on winding automation, wastages reduction, and a recovery in exports as US/EU trade frictions ease.
Short-term sentiment is likely negative given the sequential revenue drop and widening quarterly loss, which may weigh on the stock. However, the year-to-date improvement and management's recovery plan through automation and export rebound offer some cushion for long-term shareholders, though execution risks remain.