Cosmo First Ltd
Cosmo First Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Company expects sales volume growth due to commissioning of new BOPP line that started operations June 1, adding 45% capacity. The company expects higher volumes due to a 45% increase in BOPP capacity starting June 2025, which will drive top-line growth.
From Cosmo First Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Company expects sales volume growth due to commissioning of new BOPP line that started operations June 1, adding 45% capacity.
- New BOPP line revenue potential is around Rs.750 crore at full capacity, with a ramp-up to 100% utilization expected within 2-3 months.
- Specialty product sales, which grew 10% in FY'25, are expected to continue growing in coming years, strengthening the business model.
- The company aims to increase specialty mix in new capacity and increase presence with premium brands.
- Growth in specialty chemicals and newer verticals like Cosmo consumer (window films, paint protection films, ceramic coatings) and rigid packaging is expected.
- Overall topline is expected to increase with volume growth and favorable demand-supply scenario in BOPP industry.
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Profitability & Margins
See what Cosmo First Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company commissioned a new BOPP line in June 2025 with an annual capacity of approximately 81,000 metric tons, adding around 45% to the company's BOPP capacity.
- A window film line under the brand "Sunshield" started operations in May 2025.
- Four new lines are to be added this year, with three already added and the fourth expected soon, totaling 10,000 to 12,000 tons of additional capacity.
- No major CAPEX planned for the next year after the current year's investments.
- The company expects significant ramp-up in revenue and profitability from these recently commissioned assets.
- Cost-saving initiatives and efficiency improvements are ongoing, including a Total Quality Management project aimed to increase production capacity by 6-7%.
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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
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Order Book & Pipeline
- The company did not provide specific figures on the current or expected order book during the call.
- Management mentioned significant queuing up for specialty orders for the new BOPP line within the first two months of operation.
- The new BOPP line (81,000 tons capacity) is running at full utilization, expected to reach 100% capacity in 2-3 months.
- Specialty film sales from the new line are growing, and additional assets are being added to increase specialty sales.
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Cosmo First Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.0K Cr, net profit ₹37 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Cosmo First Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Cosmo First Ltd Q1 FY26 results?
Company expects sales volume growth due to commissioning of new BOPP line that started operations June 1, adding 45% capacity. The company expects higher volumes due to a 45% increase in BOPP capacity starting June 2025, which will drive top-line growth.
What is Cosmo First Ltd share price analysis?
Cosmo First Ltd currently shows a neutral. The stock trades at a P/E of 14.4 with a market cap of ₹2,463 Cr. Investors should review the full earnings analysis for detailed insights.
Is Cosmo First Ltd planning capital expenditure?
The company commissioned a new BOPP line in June 2025 with an annual capacity of approximately 81,000 metric tons, adding around 45% to the company's BOPP 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.