Cosmo First Ltd (COSMOFIRST) — concall transcript | 30 June 2026

30 June 2026 · BSE 🟡 Notable Neutral

By StockFin Research Team•AI-Assisted Analysis•Source: BSE/NSE Filings

📢 Key Event

🔄 What Changed

26% EBITDA growth, 46% revenue growth, 12.6% EBITDA margin (down from 14.5%), 34% specialty chemicals growth, 58% rigid packaging growth, Rs 1,166 crores net debt, target <2x net debt/EBITDA within 12 months

🔮 What's Next

20% overall revenue growth target for FY27, 60% growth in new businesses, net debt/EBITDA below 2x within 12 months, 70% specialty mix target by FY27

💡 Investor Takeaway

Shareholders should note strong specialty segment growth and debt reduction focus, but monitor margin pressure from export softness and execution risks in capacity ramp-up.

Cosmo First reported 46% YoY revenue growth and 26% EBITDA growth in Q1 FY27, driven by volume gains and raw material pass-through, though EBITDA margin declined to 12.6% due to inventory gains and export softness. Specialty chemicals grew 34% with 25% EBITDA, while rigid packaging surged 58%. Management targets 20% FY27 revenue growth, 60% growth in new businesses, and net debt/EBITDA below 2x within 12 months, supported by capacity expansion and specialty mix shift to 70% by FY27.

📄 View Original Announcement (PDF)

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About Cosmo First Ltd (COSMOFIRST)

Capital Goods · Packaging · Listed on BSE

Market Cap: ₹2,215.08 CrP/E: 13.1ROE: 10.3%ROCE: 11.4%Div Yield: 0.47%

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"How will port disruptions impact Q2 volume recovery and margin sustainability?""What is the timeline for achieving 70% specialty mix and its impact on profitability?""When will debt reduction to <2x EBITDA be realized and what are the key drivers?"

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📊 More COSMOFIRST filings

🔴 Corporate Action — 29 September 2026Cosmo First announced it will acquire Prolife Speciality Vet Clinic LLP, a Mumbai-based veterinary s...
🔴 Announcement — 29 September 2026Zigly Pet Care, a subsidiary of Cosmo First Ltd., announced its acquisition of Prolife Speciality Ve...
Announcement — 29 September 2026Cosmo First Ltd announced that its designated persons must not trade company securities from October...
🔴 Announcement — 18 September 2026Cosmo First Ltd announced that analysts and investors will visit its Aurangabad plant on September 2...
Announcement — 20 August 2026Cosmo First Limited announced a virtual meeting with analysts and institutional investors scheduled ...

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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