Cosmic CRF Ltd
Cosmic CRF Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects significant volume growth, targeting 3 to 3.5 lakh metric tons in the next 2-3 years from the current ~1.5 lakh tons. Company targets significant volume growth: from 12,000 MT in 2021-22 to potentially 3-3.5 lakh MT in the next 2-3 years, doubling volume without Amzen asset and extending growth with Amzen acquisition.
From Cosmic CRF Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects significant volume growth, targeting 3 to 3.5 lakh metric tons in the next 2-3 years from the current ~1.5 lakh tons.
- They have achieved a rapid scale-up from 12,000 tons in 2021-22 to over 1.5 lakh tons now.
- Without the Amzen acquisition, they can maintain nearly 100% volume growth for another 1.5 to 2 years.
- Amzen acquisition could extend this high growth phase by an additional 3 years.
- The company sees a large market potential in railways and infrastructure with multiple product lines and plans to expand gradually into related segments like refurbishment, coach building, and bridge fabrication.
2 more points from Cosmic CRF Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Cosmic CRF Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is targeting the acquisition of Amzen through NCLT, which has a large and well-equipped facility capable of producing local coaches, BOXNHL wagons, etc. This acquisition would provide a significant strategic asset, including land and engineering strength.
- If the Amzen acquisition does not materialize, the company plans to build a fresh facility on strategically acquired land, though this would take about two years longer and be at a smaller scale (35-40% of Amzen's size) with similar pricing.
- The company is carrying cash for CapEx, intending to avoid debt or equity dilution at least till March 2028.
2 more points from Cosmic CRF Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Cosmic CRF Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript excerpts from the H1 FY26 Post Earnings Conference Call for Cosmic CRF Limited do not explicitly mention the exact current or expected order book value in INR or metric tons.
- It is mentioned that large orders are anticipated, including potential orders to build 25,000 to 50,000 wagons.
- The company is preparing to handle these large upcoming orders, especially with the expected acquisition of the Amzen asset, which would significantly enhance capacity.
- Without Amzen, the company can still double its volume for another 1.5 to 2 years; with Amzen, growth can continue for up to 3 years.
2 more points from Cosmic CRF Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Continue your research
What Cosmic CRF's management said in earlier quarters
Others in Industrial Products this season
- Lead Reclaim (Q2 FY26)
Revenue from Operations for H1 FY26: ₹2,190 lakhs, up 138.04% YoY (from ₹920 lakhs in H1 FY25) (Page 19) . Key investor presentation takeaways from Lead Reclaim
- Shubhshree Bio. (Q2 FY26)
Revenue from operations for H1 FY26: ₹9,604.6 Lakhs . Key investor presentation takeaways from Shubhshree Biofuels Energy Ltd's Q2 FY26 investor presentation —
- De Neers Tools (Q2 FY26)
H1FY26 Net Sales:** ₹670.4 Mn . Key investor presentation takeaways from De Neers Tools's Q2 FY26 investor presentation — and how it ranks against sector peers.
- WOL 3D India Ltd (Q2 FY26)
Revenue from Operations for H1FY26 is Rs 415 Mn, up 82% YoY from Rs 227 Mn in H1FY25 (Page 9, Page 5). Key investor presentation takeaways from WOL 3D India Ltd
Arthneeti Pro · Annual
Cosmic CRF Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Cosmic CRF Ltd Q2 FY26 results?
The company expects significant volume growth, targeting 3 to 3.5 lakh metric tons in the next 2-3 years from the current ~1.5 lakh tons. Company targets significant volume growth: from 12,000 MT in 2021-22 to potentially 3-3.5 lakh MT in the next 2-3 years, doubling volume without Amzen asset and extending growth with Amzen acquisition.
What is Cosmic CRF Ltd share price analysis?
Cosmic CRF Ltd currently shows a neutral. The stock trades at a P/E of 22.8 with a market cap of ₹1,151 Cr. Investors should review the full earnings analysis for detailed insights.
Is Cosmic CRF Ltd planning capital expenditure?
The company is targeting the acquisition of Amzen through NCLT, which has a large and well-equipped facility capable of producing local coaches, BOXNHL wagons, etc.
Keep Cosmic CRF Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.