Cosmo First Ltd (BOM:508814)

Q3 2026 Cosmo First Ltd Earnings Call Transcript

Feb 12, 2026 / 10:00 AM GMT

Release Date Price: ₹698.8 (+5.92%)

Transcript

Key Points

Positve

Cosmo First Ltd (BOM:508814) reported a 28% increase in consolidated sales for the December 2025 quarter compared to the previous year, driven by a 29% increase in volume.
The company has a clear roadmap to reduce net debt over the next 2 to 3 years, with no major capital expenditures planned during this period.
Specialty chemicals and Cosmo Consumer businesses are scaling up, contributing to incremental returns on capital employed.
The company expects near double-digit growth in the coming quarters due to enhanced utilization of recently added capacity.
Reduction in USA tariffs is expected to improve profitability from the USA operations starting from the first quarter of the next financial year.

Negative

The EBITDA for the quarter was impacted by several adverse factors, including a margin decline in the BOPP core due to increased imports in India.
Higher USA tariffs had a near full impact on margins, contributing to an additional impact of close to INR 8 crore.
There was a volume loss of about 6% due to a shutdown on one of the major BOPP lines, impacting the quarter's results.
The company faced a non-repetitive inventory loss of INR 8.4 crores due to a drop in raw material prices.
A one-time increase in past period employee benefit gratuity liability by about INR 4 crore affected the financial results.

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

CSFL.NS - Cosmo First Ltd
Q3 2026 Cosmo First Ltd Earnings Call
Feb 12, 2026 / 10:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the investor call of Cosmos First Limited to discuss the Q3 and 9 month FY26 results.

Today we have from the management group CEO Mr. Pankaj Pudar and group CFO Mr. Neera Jan.

Starting off with the statutory declaration, certain statements in the conference call may be forward-looking.

These statements are based on the management's current expectations.

And are subject to uncertainties and changes in the circumstances.

These statements are not 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.

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.