COSMO FIRST LIMITED has informed the Exchange about Investor Presentation
COSMOFIRST · price
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Cosmo First Limited reported strong Q4 & FY26 results with revenue of Rs 3,639 Cr (up 26% YoY) and EBITDA of Rs 479 Cr (13.2% margin). The company has completed its Rs 1,200+ Cr capex cycle over three years, commissioning major capacities including new BOPP, CPP, and coating lines. Net debt reduced by Rs 75 Cr from September 2025 peak to Rs 1,159 Cr by March 2026, with Net Debt/EBITDA improving from 2.9x to 2.4x. Specialty Chemicals showed particularly strong performance with EBITDA margin expanding from 18% to 26% (Rs 53 Cr EBITDA on Rs 204 Cr revenue). The packaging films business grew 25% to Rs 3,265 Cr while newer verticals like Cosmo Plastech (Rs 92 Cr, +86%) and Zigly petcare (Rs 55 Cr, +63%) continued scaling. Management targets 10% CAGR in specialty films and plans to achieve full capacity utilization across all B2B businesses in FY27.
Shareholders can expect continued margin improvement as specialty mix increases and new consumer businesses scale. The company's debt reduction roadmap and limited future capex should improve free cash flow generation, though near-term profitability may be pressured as new capacities ramp up.