BOP film oversupply by FY28
Management acknowledged that FY28 could see supply exceeding demand in BOP films due to new capacities from peers, which could pressure margins.
COSMOFIRST / Q3-FY26 / risks
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COSMO FIRST · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
China dumping in BOPET
Anti-dumping application for BOPET has been filed but may take 12-18 months; Chinese imports could resume and pressure margins.
One-off items impacting profitability
Q3 results were impacted by ~₹20 crore of non-recurring items including inventory loss, plant shutdown, and past-period employee benefit costs.
Slow ramp-up of new businesses
CPP line and consumer businesses (window films, Ziggly) are scaling but may take longer to reach full utilization and profitability.