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Cosmo First

Q1 FY27Industrial Products

Cosmo First Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management said on revenue, margins and capex.

Price₹913
Market cap₹2.4K Cr
P/E14.1
Updated25 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

3 of 3 strong

RevenueGood growth
MarginMargins up
CapexCapex planned

The short version

Overall business revenue expected to grow by 20% in the current year (FY27). Overall company revenue expected to grow by at least 20% in the current year (FY27). - New businesses projected to grow at a rapid pace of around 60% this year. - Specialty chemical business expected to grow ~50% with 25% EBITDA margins. - Plastech business turned profitable in Q1 FY27; targeting double-digit profitability by year-end and aiming for 15%-20%+ ROCE as it scales to Rs.

From Cosmo First's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Good growth
  • Overall business revenue expected to grow by 20% in the current year (FY27).
  • New businesses projected to grow at 60% in the current year.
  • Specialty film sales aimed to increase to 35%-40% gross margins with scaling revenue, though this will take time.
  • Cosmo Consumer business expected to grow rapidly, with over 3x growth projected this year in the domestic market.
  • Zigly is scaling with a current run rate of ~Rs. 100 crores annualized and targets breakeven at Rs. 250 crores revenue in next couple of years.
  • Plastech business projected to grow from Rs. 100 crores last year to Rs. 150-160 crores this year and ~Rs. 200+ crores next year, with improving margins and ROCE.

2 more points from Cosmo First's call on revenue

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Profitability & Margins

See what Cosmo First said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Minimal Capex planned over the next two years to contain significant capital expenditure.
  • Recent investments have created substantial headroom to scale specialty films sales to close to 90% without major new Capex.
  • On the Plastech side, capacity to be expanded by 50% with minimal Capex, enabling revenue growth from Rs. 100 crores to Rs. 200-250 crores by next year.
  • Incremental Capex is directed primarily at specialty assets, including development and launch of new specialty films and products.
  • Existing specialty business has sufficient capacity; new capacity added recently supports growth targets.

2 more points from Cosmo First's call on capex

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Top-ranked in Industrial Products

Ranked on what management guided this quarter

Guidance-ranked
1Susan Electrical
Rev 1Mar 1
2Shera Energy
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Cosmo First said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Relevant insights include: - Specialty films and new businesses like Cosmo Specialty Chemicals, Plastech, and Cosmo Consumer are scaling up rapidly. - The company is expecting overall business growth of 20% this year; new businesses are growing at 60%. - Film business has about 15% spare capacity expected to be utilized in coming quarters.

2 more points from Cosmo First's call on order book

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Cosmo First — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.

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's management said in earlier quarters

Others in Industrial Products this season

  • Expo Engineering (Q1 FY27)

    Q1 FY27 Revenue from Operations: ₹13.75 crore, down from ₹17.85 crore in Q1 FY26 (approx. Key investor presentation takeaways from Expo Engineering and Projects

  • Sh. Bajrang All. (Q1 FY27)

    Shareholding pattern as of 30 June 2026: Promoter 63.97%, Public 36.03%. Key investor presentation takeaways from Shri Bajrang Alliance Ltd's Q1 FY27 investor p

  • Bedmutha Indus. (Q1 FY27)

    Revenue from Operations for the year ended March 31, 2026: Rs 1466.74 crores versus Rs 1049.33 crores for March 31, 2025, indicating a significant year-on-year…

  • Horizon Reclaim (Q1 FY27)

    Reported Revenue (₹ Cr): . Key investor presentation takeaways from Horizon Reclaim (India) Ltd's Q1 FY27 investor presentation — and how it ranks against secto

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Frequently Asked Questions

What were Cosmo First Q1 FY27 results?

Overall business revenue expected to grow by 20% in the current year (FY27). Overall company revenue expected to grow by at least 20% in the current year (FY27). - New businesses projected to grow at a rapid pace of around 60% this year. - Specialty chemical business expected to grow ~50% with 25% EBITDA margins. - Plastech business turned profitable in Q1 FY27; targeting double-digit profitability by year-end and aiming for 15%-20%+ ROCE as it scales to Rs.

What is Cosmo First share price analysis?

Cosmo First currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 14.1 with a market cap of ₹2,423 Cr. Investors should review the full earnings analysis for detailed insights.

Is Cosmo First planning capital expenditure?

Minimal Capex planned over the next two years to contain significant capital expenditure. - Recent investments have created substantial headroom to scale specialty films sales to close to 90% without major new Capex. - On the Plastech side, capacity to be expanded by 50% with minimal Capex, enabling revenue growth from Rs.

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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.