COSMOFIRST / language trends

Read confidence between the lines.

COSMO FIRST · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q3-FY26 · Pankage Podar

The capex cycle of the company is largely complete now. The focus will be on setting the strategic capex done in recent years almost close to 1,100 cr rupees.

tracked

Q3-FY26 · Pankage Podar

Our focus will be entirely to shift to specialty business. Because of our new line our specialty as a percentage to our total sales has come down from 70% to 50%. Our target will be to take this number to 75%.

tracked

Q3-FY26 · Anita Chen

We expect between 200-250 cr each year reduction which translates to 15 to 18% of the reduction in the net debt position each year.

tracked