Cosmo First Ltd
Cosmo First Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY’26 revenue guidance is Rs. The new BOPP line, with a nameplate capacity of 81,000 metric tons, is ramping up and expected to achieve full utilization by Q4 FY’26, aiding growth in volumes and margins. - Specialty and semi-specialty films are targeted to constitute close to 70% of volumes over the next 12 months, up from 18-20% in Q2 FY’26, supporting higher-margin sales. - The company expects the specialty portfolio revenue to be between Rs.
From Cosmo First Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY’26 revenue guidance is Rs. 3500 to Rs. 3800 crores, with specialty films contributing Rs. 2200 to Rs. 2500 crores of that.
- The company expects volume growth driven by ramping up newly commissioned BOPP lines, targeting close to full utilization by Q4 FY’26.
- Specialty and semi-specialty film volumes aimed to increase from ~18-20% in Q2 to around 70% over the next 12-24 months.
- New specialty product launches and expansion in consumer segments like window films, paint-protection films, and ceramic coatings are expected to scale revenue.
- Specialty Chemicals subsidiary is growing with new products launching in next two quarters, posting record EBITDA.
- Rigid packaging (Cosmo Plastech) aims to improve capacity utilization beyond 70%.
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Profitability & Margins
See what Cosmo First Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company planned Rs. 250 crores capex for the current year (FY’26), which includes commissioning two new lines in Q4 FY’26 and Q1 FY’27 as part of this capex.
- Two additional new lines are under commissioning; one line expected in Q4 FY’26 and another in Q1 FY’27.
- After this planned capex, the company is entering a consolidation phase with no major further capex planned for the rest of FY’26 and for the next year.
- The new film lines are more cost-efficient and expected to improve competitiveness.
- Specialty Chemical Subsidiary is developing new coating products expected to be commercialized over the next two quarters, indicating strategic investment in innovation.
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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
See what Cosmo First Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not explicitly mention the current or expected order book or pending orders for Cosmo First Limited.
- However, the company reports:
- New BOPP line with nameplate capacity of 81,000 metric tons, ramping up with close to two-thirds utilization in Q2 and expected near full utilization by Q4 FY’26.
- Specialty and semi-specialty films currently around 18-20% of volume, targeting close to 70% in next 12 months.
- Specialty chemical vertical growing profitably.
- New product launches planned in specialty films.
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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 Q2 FY26 results?
FY’26 revenue guidance is Rs. The new BOPP line, with a nameplate capacity of 81,000 metric tons, is ramping up and expected to achieve full utilization by Q4 FY’26, aiding growth in volumes and margins. - Specialty and semi-specialty films are targeted to constitute close to 70% of volumes over the next 12 months, up from 18-20% in Q2 FY’26, supporting higher-margin sales. - The company expects the specialty portfolio revenue to be between Rs.
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 planned 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.