Cosmo First Ltd
Cosmo First Q4 FY25: Revenue ₹5000 Cr
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Specialty film sales expected to grow above 10% CAGR in FY’26, better than previous years. Specialty film sales expected to grow over 10% CAGR in FY’26, boosting revenues and margins.
From Cosmo First Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Specialty film sales expected to grow above 10% CAGR in FY’26, better than previous years.
- Total revenue projected between Rs.3500 to Rs.4000 crore for FY’26, with 10-15% growth expected the following year.
- Full utilization of existing and new assets could take revenue close to Rs.5000 crore.
- New BOPP line commissioning expected to boost revenue with monthly sales near 5000 MT and gross margin of Rs.7.5 crore.
- Specialty and semi-specialty segments are the focus, with specialty sales contributing significantly to exports (55-60%).
- Cosmo Consumer vertical (Sun control film and Paint Protection film) expected to generate Rs.25-30 crore in FY’26 and exceed Rs.50 crore in FY’27.
2 more points from Cosmo First Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Cosmo First Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company plans to spend around Rs.200 crore capex in the current financial year (FY26) primarily to add specialty film capacity and value-added lines like coating film (Page 6 and 10).
- This capex will largely be funded through internal accruals.
- Post this year, no significant capex is expected, leading to expected major debt reduction starting next year (Page 6).
- The BOPP line with 81,000 MT capacity is expected to commission by Q1 FY26 and is a low-cost production line (Pages 3, 5, 8).
2 more points from Cosmo First Ltd's call on capex
Pro opens every point from 15K+ earnings calls
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
See what Cosmo First Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from Cosmo First Ltd's call on order book
Pro opens every point from 15K+ earnings calls
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.
Full financials →Continue your research
What Cosmo First Ltd's management said in earlier quarters
Arthneeti Pro · Annual
Cosmo First Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Cosmo First Ltd Q4 FY25 results?
Specialty film sales expected to grow above 10% CAGR in FY’26, better than previous years. Specialty film sales expected to grow over 10% CAGR in FY’26, boosting revenues and margins.
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 plans to spend around Rs.200 crore capex in the current financial year (FY26) primarily to add specialty film capacity and value-added lines like coating film (Page 6 and 10).
Keep Cosmo First Ltd on your radar — track it to get its next earnings analysis in your feed.
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.