COSMOFIRST / guidance tracker

Keep management guidance in view.

COSMO FIRST · forward-looking guidance across the available source record.

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Guidance tracker

What management said would happen.

Near double-digit revenue growth in coming quarters

Management expects near double-digit top-line growth driven by enhanced utilization of recently added capacity.

revenue

US tariff relief to improve profitability by ~₹50 crore annually from Q1 FY27

Reduction in US tariffs will lead to improved profitability from US operations, with full-year benefit of ~₹50 crore expected from next fiscal.

margins

Net debt reduction of ₹200-250 crore per year

Management plans to reduce net debt by ₹200-250 crore annually over the next 2-3 years using free cash flow, as no major capex is planned.

other

Specialty mix target of 60%+ in 2 years, 75% in 4 years

Management targets to increase specialty and semi-specialty product mix from current ~52% to over 60% in two years and 75% in four years.

growth