Cosmic CRF Ltd
Cosmic CRF Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company aims to double its top line from current levels, targeting INR1,500 crore to INR2,000 crore in the near future. Cosmic CRF aims to double its top line in the near future, targeting INR 1,500 to 2,000 crores.
From Cosmic CRF Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company aims to double its top line from current levels, targeting INR1,500 crore to INR2,000 crore in the near future.
- They expect to raise INR100 crore in railway orders and INR250 crore in infrastructure orders, contributing to a consolidated order book of INR550 crore.
- Execution of roughly 50% of these orders in the next two quarters is anticipated, supporting ongoing revenue growth.
- Ambition to scale capacity from 82,000 metric tons towards 110,000 tons, enhancing volume capability.
- Growth is driven by both organic expansion and strategic acquisitions without equity dilution till at least March 2028.
2 more points from Cosmic CRF Ltd's call on revenue
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Profitability & Margins
See what Cosmic CRF Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- INR20 crores investment planned in a spring plant.
- INR45 crores planned in a forging plant to increase turnover by INR150 crores.
- Total capital raised is INR211 crores from pref raise and warrants, plus INR20-30 crores of self-accrued funds, expected to reach INR250 crores by September 2025.
- Another INR100 crores of railway orders and INR250 crores of infrastructure orders anticipated, leading to an order book of approx INR550 crores.
- Working capital requirement anticipated around INR430-500 crores, managed through existing credit and term loans spread over 1.5 to 2 years.
- No bankers currently involved for smaller projects; funded primarily through NBFCs and internal accruals.
2 more points from Cosmic CRF Ltd's call on capex
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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
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Order Book & Pipeline
- Current consolidated order book: INR 550 crores.
- Breakdown: Approximately 52% from railways (around INR 250 crores) and 48% from infrastructure (around INR 300 crores).
- Order composition includes INR 65-70 crores in stainless steel (SS) for railways and INR 100 crores in stainless steel material overall.
- Expected execution efficiency: 75% average utilization across divisions.
- Outstanding railway wagon orders: 45,000 to 50,000 wagons currently pending, expected to take about 1 to 1.25 years to fulfill.
- New large tender of approximately 75,000 wagons anticipated around September to December 2025.
2 more points from Cosmic CRF Ltd's call on order book
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What Cosmic CRF's management said in earlier quarters
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Frequently Asked Questions
What were Cosmic CRF Ltd Q4 FY25 results?
The company aims to double its top line from current levels, targeting INR1,500 crore to INR2,000 crore in the near future. Cosmic CRF aims to double its top line in the near future, targeting INR 1,500 to 2,000 crores.
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?
INR20 crores investment planned in a spring plant.
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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.