StockWatch
·

Cosmo First Ltd Q1 FY26 Results

COSMOFIRSTQ1 FY26 Results
Filing
MetricValue (₹ Cr)vs Q4 FY25
Revenue800.037.3%
Total Income824.498.4%
Expenditure770.035.7%
PBT54.4667.2%
Net Profit42.8758.2%
OPM11.48%2.05pp
NPM5.20%1.64pp
EPS16.6058.5%
View full financials

Cosmo First Reports 19% Increase in Q1 FY26 Revenue, Boosted by New BOPP Film Line

14 Aug 2025 · 14 Aug 2025, 02:17 am

Summary

Cosmo First Limited has reported its financial results for the quarter ended June 30, 2025. The company has seen a 19% increase in Q1 FY26 revenue, backed by higher volume, better BOPP film margins, improved cost rationalization, and the enhanced performance of the Specialty Chemicals subsidiary. The new BOPP film line, which started operations from the beginning of June, will add close to 45% to the company’s BOPP capacity. The window film, which started operations in May 2025 under the brand ‘Sunshield’, has gained momentum with 50+ distributors. The company has made multiple investments over the last 3 years, which have started operations in recent months and are expected to provide a significant ramp up in revenue and profitability in the coming years.

Key Highlights

  1. 1

    19% increase in Q1 FY26 revenue

  2. 2

    Higher volume, better BOPP film margins, improved cost rationalization

  3. 3

    New BOPP film line adds 45% to company’s BOPP capacity

  4. 4

    Window film gains momentum with 50+ distributors

  5. 5

    Multiple investments started operations in recent months

  6. 6

    Expected significant ramp up in revenue and profitability in coming years

Management Comments

M

Mr. Pankaj Poddar

The company is ramping up the production on new BOPP line. The FY26 focus will be on taking full leverage of the new investments, grow specialty film sales and push down costs. Growth with profitability will be key focus for other business verticals including Speciality chemicals, Cosmo Consumer (Window Films, PPF films & Ceramic Coatings) and Cosmo Plastech (Rigid packaging).

Informational and educational content only. Not investment advice.