Cosmo First Ltd
Cosmo First Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets a top-line growth of around 20% CAGR over the next three years, aiming for approximately Rs. Specialty film sales expected to grow with 80% specialty volume target by FY26, potentially adding Rs.35-40 crore EBITDA from volume shift (Page 4).
From Cosmo First Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a top-line growth of around 20% CAGR over the next three years, aiming for approximately Rs. 2800+ crore in FY26.
- Commissioning of the world’s largest BOPP line in Q1 or Q2 FY26 is expected to add about 40% capacity, further accelerating sales growth.
- Specialty films sales are projected to increase, targeting 80% specialty volume by FY26, up from 71% YTD Dec 2024.
- New products in the specialty films pipeline are expected to launch in coming quarters to support growth.
- Specialty chemicals business is expected to grow well with new products commercializing within 3-6 months.
- Rigid packaging vertical aims for over Rs. 120 crore sales with positive EBITDA in FY26.
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Profitability & Margins
See what Cosmo First Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company has purchased a 62-acre land for future growth across different business verticals, with initial plans to put up one coating line expected to be commissioned in the next financial year.
- Capex for FY25 is estimated at Rs 430-450 crore, primarily allocated to the BOPP Line, CPP Line, and projects to enhance specialty sales. Majority of this capex is already done as of December 2024.
- A new BOPP line with a nameplate capacity of around 67,000 tons per annum is expected to be commissioned in Q1 or Q2 of FY26, which will be the world’s largest with the lowest operating cost.
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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
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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 Q3 FY25 results?
The company targets a top-line growth of around 20% CAGR over the next three years, aiming for approximately Rs. Specialty film sales expected to grow with 80% specialty volume target by FY26, potentially adding Rs.35-40 crore EBITDA from volume shift (Page 4).
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 has purchased a 62-acre land for future growth across different business verticals, with initial plans to put up one coating line expected to be commissioned in the next financial year. - Capex for FY25 is estimated at Rs 430-450 crore, primarily allocated to the BOPP Line, CPP Line, and projects to enhance specialty sales.
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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.