COSMO FIRST LIMITED has informed the Exchange about Investor Presentation

Cosmo First shared its Q3 & 9M FY26 investor presentation highlighting a revenue jump to Rs 899 cr in Q3 (up from Rs 701 cr a year ago) and Rs 2,618 cr for 9M FY26 (up 22% YoY). Q3 EBITDA rose to Rs 103 cr but margin slipped to 11.5% from 12.3% due to BOPP/BOPET pricing pressure, US tariffs, a BOPP line shutdown causing 6% volume loss, and Rs 8.4 cr of inventory loss. The company has largely wrapped up its Rs 1,140 cr strategic capex cycle and is now shifting focus to cash generation, ROCE improvement, and deleveraging, with a clear roadmap to cut net debt (currently Rs 1,215 cr) substantially over the next 2 years. New businesses are scaling well: Specialty Chemicals revenue grew 114% in 9M FY26, Cosmo Plastech turned EBITDA-positive in Dec-25, and the Petcare arm Zigly posted 67% YoY sales growth with a GMV run-rate of Rs 76 cr. Management also announced plans to demerge the Petcare vertical by FY27 and is scouting inorganic growth opportunities.