COSMOFIRST / Q3-FY26 / claim-ledger

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COSMO FIRST · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

Answered directly

79%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

N of Jimodia · Anvil Wealth

direct

Quantify US tariff impact in Q3 FY26

it's near to full impact. So as we said depending on the month between four to 5 cr rupee is the net impact because of the USA tariff. Out of this 6 cr rupee impact was already baked in in the quarter 2 results. So there's additional impact of close to 8 cr rupees.

N of Jimodia · Anvil Wealth

partial

Opportunities from EU FDA and Japan market

Americas and Europe are the biggest export region for us and now India entering into FDA with both of them this should be quite positive in the quarters to come... Japan will be actually the slowest amongst all these because Japan is easy to enter sorry difficult to enter and difficult to exit.

N of Jimodia · Anvil Wealth

evasive

Quantify current business from Europe

I won't have it immediately but it's quite sizable out of our total exports.

N of Jimodia · Anvil Wealth

direct

New line utilization and Q4 volume growth

in quarter three on an average we could run it at 70% of potential capacity... post February we should be able to run this line at full output... we have reached now close to 80% of the potential and we expect that from March onwards we should be able to get 100% out of this line

N of Jimodia · Anvil Wealth

direct

BOP margin improvement and outlook

BOP margins have also improved they started improving from December and right now January margins are even better than December margins. So yes, they're also on an improvement side.

N of Jimodia · Anvil Wealth

direct

Window film breakeven sales level

we expect that this business based on the current margins should be roughly 80 85 crores at which it should start to break even.

Gorov · Capital Farming Consultants

partial

Expected capacity utilization and EBITDA margin improvement

from what we did in quarter three we can easily get around 25 to 30% more output from our assets... our focus now remains on... for next 3 years for sure we are not going to invest on any significant capex... our target will be to take this number to 75%.

Gorov · Capital Farming Consultants

partial

Realistic volume growth assumption next 2-3 years

we see no reason why we should not be able to fully utilize our BOP and BOPET capacity. We should reach to our full potential. The only area where it is going to take us 12 more months to reach to full potential will be CPP.

Gorov · Capital Farming Consultants

direct

Current debt level and expected annual reduction

we are at close to 1,200 cr rupee of the net debt at the end of the December 25... we expect between 200 to 250 cr each year reduction which translates to 15 to 18% of the reduction in the net debt position each year.

Jatin Damana · Swan Investments

direct

BOPET gross margin improvement with numbers

The bare quarter 3 gross margin was running at 12 rupees per kg as compared to 6 rupees per kg in the previous quarter.

Jatin Damana · Swan Investments

direct

Timeline to reach 75% specialty mix

If we go historically it should take around 4 years.

Sasha Jalan · augment

direct

Quantify US tariff reduction benefit for next year

For the full year next year we should have two impacts. One is the margin improvement by close to 50 crores and second is growth in our revenue and incremental margins coming out of that.