Cosmic CRF Ltd
Cosmic CRF Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
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The short version
Cosmic CRF aims to achieve 350,000 metric tonnes total capacity by FY29, up from current 133,600 metric tonnes. The company aims to achieve complete economies of scale by FY29, targeting 350,000 metric tonnes capacity, which will significantly boost earnings and profits.
From Cosmic CRF Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Cosmic CRF aims to achieve 350,000 metric tonnes total capacity by FY29, up from current 133,600 metric tonnes.
- FY27 capacity is expected to reach around 122,000 to 130,000 metric tonnes.
- Company targets at least 100% volume growth, contingent on favorable global and domestic conditions.
- Revenue growth is projected at 20-30% for FY27, depending on raw material pricing and government infrastructure investments.
- Average pricing expected to increase by 7-10% in second half of FY27.
- Amzen capacity and other integrations will significantly boost volumes post-FY27.
- Expected revenue at 350,000 metric tonnes (FY29) could be around INR 3,500 crores assuming average pricing of INR 100,000 per tonne.
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
- Significant capex underway for the Amzen project costing around INR 400+ crores aiming for 7,200 wagons per annum capacity.
- Post-Amzen, capacity to scale up to 350,000 metric tonnes by FY29 across all units including Cosmic CRF, NS Engineering, Springs, and Forgings.
- Focus on capacity enhancement in Cosmic Springs and Engineers with current utilization around 80%, aiming to cross 90% utilization next year.
- Plans to consolidate NSEPL fully, subject to regulatory approvals, to optimize operations and scale.
- Expecting continued investments in assets, repairs, AMCs for machinery at Amzen post-takeover phase, aiming for commercial production by Q4 FY26.
2 more points from Cosmic CRF Ltd's call on capex
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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
- Last year, order visibility was around INR 500 to 550 crores.
- This year, order visibility has increased to INR 760 crores, aided by NS Engineering Projects Private Limited.
- The order book has become more robust with the inclusion of Amzen.
- There is a large order visibility supported by multiple sectors with over 3,000 SKUs.
- The company anticipates increased orders from West Bengal government projects, including metro, bullet trains, and infrastructure development.
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 FY26 results?
Cosmic CRF aims to achieve 350,000 metric tonnes total capacity by FY29, up from current 133,600 metric tonnes. The company aims to achieve complete economies of scale by FY29, targeting 350,000 metric tonnes capacity, which will significantly boost earnings and profits.
What is Cosmic CRF Ltd share price analysis?
Cosmic CRF Ltd currently shows a moderate growth signal based on ranking data. 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?
Significant capex underway for the Amzen project costing around INR 400+ crores aiming for 7,200 wagons per annum capacity.
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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.