COSMO FIRST LIMITED has informed the Exchange about Transcript
COSMOFIRST · price
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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).
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.