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Cosmo First Ltd

Q2 FY27Industrial Products

Cosmo First Q2 Results 2026 (FY27): Revenue ₹1,388 Cr, PAT ₹99 Cr

Q2 FY27 investor presentation: what the company reported on revenue, margins and capex.

Price₹767
Market cap₹2.0K Cr
P/E11.7
Updated3 Nov 2026
Read3 min read

Based on Cosmo First Ltd's Q2 FY27 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentation reports, not management guidance.

The short version

Q2 FY27 Net Revenue: ₹1,388 Cr, +51% YoY (vs ₹919 Cr in Q2 FY26) [Page 10, 3]. Q2 FY27 EBITDA: ₹177 Cr, 12.8% margin; +38% YoY increase.

From Cosmo First Ltd's Q2 FY27 earnings-call transcript · updated 3 Nov 2026.

How did Cosmo First's revenue grow in the September 2026 quarter?

  • Q2 FY27 Net Revenue: ₹1,388 Cr, +51% YoY (vs ₹919 Cr in Q2 FY26) [Page 10, 3]
  • Q2 FY27 Specialty & semi-specialty films volume growth: 15% YoY [Page 11]
  • Q2 FY27 Specialty films & semi-specialty mix at ~60% volume (Q2 FY27), tracking to ~70% [Page 18]
  • Cosmo Specialty Chemicals Q2 FY27 Revenue: ₹90 Cr, +84% YoY (vs ₹49 Cr in Q2 FY26) [Page 25, 26]

2 more points from Cosmo First Ltd's call on revenue

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What happened to Cosmo First's margins in Q2 FY27?

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

What capex is Cosmo First planning?

  • ₹1,250+ Cr strategic capex done since FY24; major capacities commissioned, limited capex ahead (Page 5).
  • Specialty Chemicals expansion initiated in FY21-22 (Page 8).
  • Petcare “Zigly” launched in FY21-22 (Page 8).
  • Specialized BOPET Line added FY22-23 (Page 8).
  • Rigid Packaging (Sheets & thermoforming) in FY23-24 (Page 8).
  • Metallized Capacitor Films introduced 2023-24 (Page 8).
  • Rigid Packaging (Injection Molding) expansion in FY24-25 (Page 8).
  • CPP Line with 22k Mt capacity in FY24-25 (Page 8).
  • Window Films (Sunshield) launched May 2025 and BOPP Line (81k mt capacity) commissioned FY25-26 (Page 8).
  • Coating line commissioned Q3 FY26; Coating Lamination line in Q4 FY26 (Page 8).
  • Largest coating line (16k Mt) commissioning expected in H2 FY27 (Page 8, 20).

2 more points from Cosmo First Ltd'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.

Is Cosmo First raising money or cutting debt?

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

How big is Cosmo First's order book?

See what Cosmo First Ltd said on order book & pipeline — free account, 30 seconds.

Cosmo First Ltd — Quarterly revenue & net profit

Revenue Net profit
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27

Q2 FY27 figures are not in this chart yet. Latest shown: Jun 2026 (Q1 FY27). The Q2 FY27 numbers from the filing are in the analysis on this page.

Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹1.2K Cr, net profit ₹54 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

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  • Subros Ltd (Q2 FY27)

    1,198.90 Cr. Key investor presentation takeaways from Subros Ltd's Q2 FY27 investor presentation — and how it ranks against sector peers.

  • Graphite India (Q2 FY27)

    826 Crores, up 13.3% year-on-year (YoY) (Page 4, 9, 14) . Key investor presentation takeaways from Graphite India Ltd's Q2 FY27 investor presentation — and how

  • Harsha Engineers International Ltd (Q2 FY27)

    Q2 FY27 consolidated revenue from operations: ₹44,009 lakhs, up 16.3% YoY from ₹37,834 lakhs in Q2 FY26 (Page 7, 9). Key investor presentation takeaways from Ha

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Frequently Asked Questions

What were Cosmo First Ltd Q2 FY27 results?

Q2 FY27 Net Revenue: ₹1,388 Cr, +51% YoY (vs ₹919 Cr in Q2 FY26) [Page 10, 3]. Q2 FY27 EBITDA: ₹177 Cr, 12.8% margin; +38% YoY increase.

What is Cosmo First Ltd share price analysis?

Cosmo First Ltd currently shows a neutral. The stock trades at a P/E of 11.7 with a market cap of ₹2,013 Cr. Investors should review the full earnings analysis for detailed insights.

Is Cosmo First Ltd planning capital expenditure?

₹1,250+ Cr strategic capex done since FY24; major capacities commissioned, limited capex ahead (Page 5).

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.