COSMO FIRST
Other · 1 quarter tracked · source-linked performance and management context.
Latest revenue
₹899 Cr
verified financial record
Quarters tracked
1
source records in the directory
Delivery assessment
Unscored
No scored management commitments are present yet.
Call date
2026-02-10
latest available source date
Signal trajectory
1 actual quarterCurrent read
Unscored
No scored management commitments are present yet.
Latest source read
What changed this quarter?
Cosmo First reported Q3 FY26 consolidated revenue of ₹899 crore, up 28% YoY driven by 29% volume growth from new capacities. EBITDA grew 19% YoY to ₹103 crore, but was impacted by ~₹20 crore of one-off items including US tariff impact (~₹8 crore), inventory loss (₹8.4 crore), and plant shutdown (₹4 crore). BOP film gross margin fell to ₹13/kg from ₹21/kg YoY, while BOPET margins improved to ₹12/kg from ₹6/kg sequentially. Management expects near double-digit revenue growth in coming quarters on higher capacity utilization, with US tariff relief boosting profitability from Q1 FY27. Net debt stood at ₹1,215 crore, with a target to reduce by ₹200-250 crore annually. Key risk: potential oversupply in BOP films by FY28 could pressure margins.
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Signal
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Revenue
₹899 Cr
Source date
2026-02-10
Across the record
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