COSMO FIRST LIMITED has informed the Exchange about Investor Presentation
COSMOFIRST · price
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Cosmo First Limited submitted its Q1FY26 Investor Presentation, showing strong year-on-year growth. Consolidated net sales rose to Rs 800 cr (from Rs 690 cr in Q1FY25), EBITDA jumped to Rs 116 cr (from Rs 84 cr), and PAT increased to Rs 43 cr (from Rs 31 cr), taking EBITDA margin to 15% from 12%. Growth was driven by 19% higher volumes, better BOPP film margins, Rs 4 cr in cost savings, and a record performance from the Specialty Chemicals subsidiary (Rs 12 cr EBITDA, Rs 49 cr revenue). The new BOPP line started in June 2025, adding 45% capacity and already running near full utilization. Window films brand 'Sunshield' (launched May 2025) gained traction with 50+ distributors. Management has guided for a 20% CAGR topline growth over the next 3 years and plans to demerge its D2C petcare vertical 'Zigly' into a separate company.
The sharp improvement in margins and revenue, combined with full-capacity utilization of new capacity within a month, signals strong operating leverage. Investors should view the 20% topline growth target, 15% EBITDA margin achievement, and the planned petcare demerger as positive catalysts, though Net Debt/EBITDA at 2.7x remains a metric to watch.