Cosmo First Ltd (BOM:508814)

Q1 2026 Cosmo First Ltd Earnings Call Transcript

Aug 14, 2025 / 09:00 AM GMT

Release Date Price: ₹1017.65 (-4.04%)

Transcript

Key Points

Positve

Cosmo First Ltd (BOM:508814) reported a 16% increase in consolidated sales for the June 2025 quarter, driven by a 19% rise in volume and improved BOPP margins.
The company's EBIT increased to ₹116 crore from ₹84 crore in the previous year, supported by higher volumes, better margins, and cost rationalization.
Newly commissioned BOPP and Window Film lines have started operations, adding significant capacity and are expected to boost revenue and profitability.
The specialty chemical subsidiary posted record quarterly sales, indicating strong growth potential backed by innovative products.
The company is focusing on sustainability, with over 50% of its power consumption coming from renewable sources, aiming to increase this to two-thirds in the next 1-2 years.

Negative

The company faces challenges from import competition, which has temporarily affected margins in the BOPP segment.
High import duties in the US, currently at 55%, pose a risk to export sales, potentially impacting profitability if not reduced.
The newly launched window film and rigid packaging businesses are still incurring losses, with break-even expected in the coming quarters.
The company is experiencing operational challenges with its omni-channel sales strategy, leading to temporary online sales disruptions.
The pet care business, while expanding, is not yet profitable, with expectations for some centers to break even only by the end of the year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CSFL.NS - Cosmo First Ltd
Q1 2026 Cosmo First Ltd Earnings Call
Aug 14, 2025 / 09:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the investor call of Cosmo First Limited to discuss the Q1 F 526 earnings conference call. Today we have us today we have with us from the management group CEO Mr. Baga Podar and Group CFO Mr. Neera Jane.

Starting off with the statutory declaration, certain statements and the conference call may be forward-looking. The statements are based on the management current expectations and are subject to uncertainties and changes in the circumstances. These statements are not the guarantees of future results.

As a reminder, all participant lines will be in the listing only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.