Cosmo First Ltd (BOM:508814)

Q2 2026 Cosmo First Ltd Earnings Call Transcript

Nov 12, 2025 / 07:00 AM GMT

Release Date Price: ₹804.25 (-4.00%)

Transcript

Key Points

Positve

Consolidated sales for the September 2025 quarter increased by 21% compared to the same quarter last year, driven by higher volume.
EBITDA for the quarter rose by 19% to 128 crore, indicating improved profitability.
Higher sales volume had a favorable impact of close to 33 crore, largely due to new capacity.
The specialty chemical subsidiary posted record EBITDA of 30 crore on a top-line of close to 49 crore.
The company is focusing on leveraging new investments in packaging assets, which are expected to significantly boost revenue and profitability in the coming years.

Negative

Margins on BOPP and BOPET commodities declined due to increased imports in India.
Higher USA tariffs, which increased to 55%, could only be partially passed on to customers, impacting profitability.
Stabilization costs related to the commissioning of the new line affected financial performance.
The company's net debt position is close to peak levels, with significant CapEx planned for the current year.
The Ziggly pet care business continues to incur losses, with profitability expected to take 3 to 4 years.

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

CSFL.NS - Cosmo First Ltd
Q2 2026 Cosmo First Ltd Earnings Call
Nov 12, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Investor of Cosmo Force Limited to discuss the Q2 and H1F26 results.

Today we have with us from the management group CEO Mr. Pankaj Par and group CFO Mr. Nira Jan.

Starting off with the statutory declaration, certain statements in the conference call may be forward-looking. The statements are based on management's current expectation and are subject to uncertainties and changes in circumstances.

These statements are not the guarantees of future results.

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

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