Cosmo First Ltd (NSE:COSMOFIRST)
₹ 1,114.7 -6.3 (-0.56%) Market Cap: 28.78 Bil Enterprise Value: 39.29 Bil PE Ratio: 22.05 PB Ratio: 1.97 GF Score: 63/100
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Q2 2025 Cosmo First Ltd Earnings Call Transcript

Nov 14, 2024 / 07:00 AM GMT
Release Date Price: ₹777.4 (+2.32%)

Key Points

Positve
  • Cosmo First Ltd (BOM:508814) reported a 14% increase in consolidated sales for the September 2024 quarter compared to the same period last year, driven by higher specialty sales.
  • The company's specialty sales have grown by 12% year-over-year, now comprising 70% of total volume, indicating a strong focus on high-margin products.
  • BOPP margins improved significantly, reaching ₹25 per kg in the September 2024 quarter, up from ₹18 per kg in the same quarter last year.
  • The specialty chemical subsidiary is advancing well, with expectations of achieving over 30% return on capital employed in FY 2025.
  • Cosmo First Ltd is expanding its product lines, including the launch of new innovative products and the development of the world's largest production capacity lines for CPP and BOPP, which will enhance production efficiency.
Negative
  • The company faced inventory losses due to a drop in raw material prices during the quarter, impacting overall performance.
  • Despite improvements, the rigid packaging vertical is expected to incur losses in FY 2025 before achieving profitability in FY 2026.
  • The net debt of Cosmo First Ltd increased to ₹698 crore as of September 2024, with a net debt to equity ratio of 0.5 times, indicating a higher leverage.
  • The company anticipates subdued BOPP spreads due to seasonal demand fluctuations around the Diwali period, which could impact short-term profitability.
  • The Sun Control Films and Paint Protection Films segments are still in the trial phase and may take time to contribute significantly to revenue and profitability.


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

CSFL.NS - Cosmo First Ltd
Q2 2025 Cosmo First Ltd Earnings Call
Nov 14, 2024 / 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 Invest Call of Cosmo Force Limited to discuss the Q2 and H1 Fr 25 results.

Today, we have with us from the management group CEO Mr Panka Poha and group CEO Mr Nirajan.

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 charges and changes in circumstance. 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 opening remarks conclude.

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