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NSE:COSMOFIRST

COSMO FIRST LIMITED

Capital Goods › Industrial Products
₹732.40
at close · 28 Oct 2026
▼ 6.60 (-0.89%)

Latest filings

Next results: Tue, 3 Nov · Financial Results
  1. Board to approve September 2026 quarter results on 3 November 2026 · Results
  2. Routine compliance certificate for dematerialized shares for Q2 FY27 · Compliance
  3. Newspaper ad on SEBI special window for demat of physical shares · Compliance
All filings ↓
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Snapshot

What the business is, and whether it's a good one at a fair price.

AI · written from filings

Makes flexible packaging films—primarily BOPP and BOPET—across three Indian plants, with a new BOPP line of 81,200 MT and a new CPP line of 22,000 MT commissioned in the recent capex cycle. Packing films generated ₹3,439.21 cr in the period at a 12.2% segment EBIT margin; Q4 FY26 BOPP and BOPET margins ran at ₹20/kg and ₹18/kg respectively, and specialty films made up 60% of film revenue, growing at a 10% CAGR. Speciality chemicals brought in ₹204.14 cr at a 24.8% segment EBIT margin. Smaller businesses are scaling: petcare brand Zigly operates at a ₹90 cr annualised run rate, Plastech reached EBITDA breakeven in Q4, and Cosmo Consumer is at a ₹38 cr annualised run rate—all three currently loss-making. Exports accounted for 44% of FY26 sales across 100-plus countries, and the company formed a 50:50 JV with Korea-based Filmax Corporation and added two slitter rewinders in the US. Materials are the dominant cost at 66.3% of revenue, with capex at 11.3% and employee costs at 9.2%.

Revenue mix · reported segments
PACKING FILMS90.2%
SPECIALITY CHEMICALS5.4%
OTHERS3.0%
PETCARE1.4%
Operating scale
New BOPP line capacity
81,200 MTFY26
New CPP line capacity
22,000 MTFY26
BOPP margin (Q4 FY26)
₹20/kg
BOPET margin (Q4 FY26)
₹18/kg
Specialty Films share of film revenue
60%
Exports share of sales
44% across 100+ countries
Who pays it
Packaging film converters, brand owners and industrial buyers; petcare and consumer products sold to retail consumers
Biggest cost
Raw materials at 66.3% of FY26 revenue, principally polymer inputs
Kind of business
Asset-heavy flexible packaging films manufacturer with scaling specialty chemicals and emerging consumer/petcare adjacencies
Where it sits
Operates three Indian plants; exports 44% of FY26 sales across more than 100 countries with US slitter rewinder operations and a Korea JV
Market Cap
₹1,923 Cr
P / E (TTM)
11.4×
EV / EBITDA
6.8×
Div Yield
0.54%
Growth
9.8%▲
Revenue 5y CAGR
PAT -8.0% · EBITDA +2.2%
Quality
10.8%·
ROCE (5y median)
ROE 9.6% (5y median) · margin 13.2%
Leverage
0.98·
Debt / Equity · moderate
Net debt ₹1,534 Cr
Revenue FY21→FY26
1.6×▲
Margin −6.1 pts
₹2,285 Cr → ₹3,639 Cr
Cash conversion
1.77×▲
Operating cash ÷ profit · 5 yrs
₹1,755 Cr on ₹992 Cr
Moves on a normal day
1.38%·
Median daily move
Last 267 sessions · the yardstick for filing-day moves
Where it sits among 72 Packaging peersBar = share of peers beaten · tick = industry median · latest reported figures
P/E (TTM)#17/64
P/B#29/61
ROCE#35/68
ROE#23/61
Debt / Equity#50/61
EBITDA margin#29/62
Revenue growth#7/61
Profit growth#30/60

Scorecard

Measured from the filed financials, judged against its Packaging peers · as of FY26 — not investment advice

Strengths
Over 5 years it reported ₹992 Cr of profit and ₹1,755 Cr of operating cash — 1.77×
Profit is converting into cash
Concerns
Profit shrinking over 5 years (−8% a year)
Carries more debt than its peers — 0.98× equity
higher than 82% of its 61 Packaging peers
EPS grew slower than profit — the share count rose (bonus or dilution)

Charts

How has the market priced it — with filings on the timeline?

COSMOFIRST · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Peers

How does it stack up on valuation, returns and growth?

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Financials

Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.

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Ownership

Who owns it — and is the promoter stake clean?

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Common questions

Answered from COSMO FIRST LIMITED's filed financials and exchange disclosures

What does COSMO FIRST LIMITED do?

COSMO FIRST LIMITED is a Industrial Products company listed on NSE and BSE, trading under the symbol COSMOFIRST.

Is COSMO FIRST LIMITED profitable?

Yes. Over the trailing twelve months COSMO FIRST LIMITED reported a net profit of ₹167 Cr on revenue of ₹4,004 Cr.

Does COSMO FIRST LIMITED pay a dividend?

Yes. The dividend yield is 0.54% at the current price. It paid out 7% of its profit as dividend in FY26.

Is COSMO FIRST LIMITED debt-free?

No. It reported borrowings of ₹1,586 Cr on its 31 Mar 2026 balance sheet, or net debt of ₹1,534 Cr after cash. Debt stands at 0.98× equity. That is higher than 82% of its 61 Packaging peers.

Is COSMO FIRST LIMITED expensive compared with its peers?

On trailing P/E, COSMO FIRST LIMITED ranks 17 of 64 in Packaging — cheaper than 75% of them, against an industry median of 16.2×. This is a position, not a valuation judgement.

How much does the COSMO FIRST LIMITED share price move in a day?

On a typical session COSMO FIRST LIMITED moves 1.38% — that is the median absolute close-to-close move across its last 267 trading days. MarketPing measures each filing's price reaction against it.

When are COSMO FIRST LIMITED's next results?

Financial Results on Tue, 3 Nov. MarketPing alerts you on WhatsApp the moment the filing lands.

Where can I track COSMO FIRST LIMITED's announcements?

Every NSE and BSE filing by COSMO FIRST LIMITED appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.

Figures are as last reported and may lag the latest filing. Not investment advice.