Cosmo First Ltd
Cosmo First Q4 FY26: Capex ₹1,200 Cr
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Speciality sales expected to grow at a 10% CAGR year-on-year despite a higher base. Cosmo First expects continued growth in Speciality sales at a 10% CAGR despite a growing base.
From Cosmo First Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Speciality sales expected to grow at a 10% CAGR year-on-year despite a higher base.
- Flexible Packaging (Film business) has a 15%-20% volume growth opportunity.
- Chemical business has potential to increase by close to INR 100 crores.
- Plastech business potential to grow by another 30%.
- Cosmo Consumer currently at 20% capacity utilization, indicating significant growth potential.
- New businesses (specialty chemicals, Plastech, Cosmo Consumer) scaling up, contributing to incremental ROCE.
- Demand for BOPET and BOPP expected to balance out in 12-18 months, with margins likely to improve.
- US business expected to grow at 15%-20% minimum.
- Cosmo Consumer targeting over 50% CAGR.
- Zigly and Plastech show strong double-digit top-line growth.
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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 completed a strategic CAPEX cycle of ₹1,200 crore over the last 3 years.
- Further investment in new businesses (Plastech, Cosmo Consumer, Specialty Chemicals) is expected to be moderate, in the range of ₹50 to ₹75 crore over FY27 and FY28.
- FY27 CAPEX is expected to be less than ₹100 crore.
- Focus will be on "sweating" the strategic CAPEX already done, improving capacity utilization.
- No major new CAPEX planned; emphasis on growing high-margin, high-ROCE businesses.
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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 Q4 FY26 results?
Speciality sales expected to grow at a 10% CAGR year-on-year despite a higher base. Cosmo First expects continued growth in Speciality sales at a 10% CAGR despite a growing base.
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 completed a strategic CAPEX cycle of ₹1,200 crore over the last 3 years.
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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.