COSMO FIRST LIMITED has informed the Exchange about Transcript

Management guided margin improvementCFO laid out a debt-reduction roadmapMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

COSMOFIRST · price

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Price reactionminutes from the announcement price · days from the prior close

-2.5%Reaction day

₹744.00

prior close

₹749.80

announcement price

After-mkt

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Nifty Microcap 250market · in no size index; the smallest one is used-0.6%-1.9% vs market

Packaging peers, median of 62sector-0.1%-2.5% vs sector

On the reaction day the stock moved 1.9 pts less than Nifty Microcap 250 and 2.5 pts less than its Packaging peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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Sessions after the filingfrom the prior close

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Reaction day

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Next day

-3.9-1.7-2.2-1.1-2.8

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15d

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+25.6+11.6+14.0+3.3+22.3

UpDownMarket · Nifty Microcap 250Sector · Packaging peers, median of 62Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Cosmo First reported strong Q4 FY26 results with consolidated sales of Rs 1,021 crores (+37% YoY) and EBITDA of Rs 130 crores (+53% YoY). Full year FY26 revenue grew 26% with EBITDA up 32% to Rs 479 crores. BOPP margins improved to Rs 20/kg from Rs 13/kg in Dec-25 quarter. The company announced completion of its CAPEX cycle (Rs 1,200 Cr invested over 3 years) and net debt reduction of Rs 75 crores to Rs 1,159 crores (2.4x EBITDA). New businesses are scaling: Specialty chemicals at Rs 204 crores with 25%+ EBITDA, Zigly at Rs 90 crores annualized run rate, Cosmo Consumer at Rs 23 crores. Management guided double-digit topline growth for FY27 with focus on specialty films (60% of film business, growing at 10% CAGR).

Likely market impact

Management's clear debt reduction roadmap and improving margins in core films, combined with scaling new businesses, signal an inflection point for profitability. The CAPEX cycle completion and focus on ROCE improvement (from 11% in FY26 to 14-15% in FY27) could be positive for shareholder returns.