Cosmo First Ltd (NSE:COSMOFIRST)
₹ 1,137 -20.9 (-1.8%) Market Cap: 29.38 Bil Enterprise Value: 39.90 Bil PE Ratio: 22.42 PB Ratio: 2.00 GF Score: 63/100
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Q4 2025 Cosmo First Ltd Earnings Call Transcript

May 21, 2025 / 09:30 AM GMT
Release Date Price: ₹662.25 (-2.50%)

Key Points

Positve
  • Cosmo First Ltd (BOM:508814) reported a 16% increase in consolidated sales for the March 2025 quarter compared to the same period last year, driven by higher specialty sales and improved BOPP margins.
  • The company's full-year profit after tax (PAT) increased by 115% compared to the previous year, indicating strong financial performance.
  • Cosmo First Ltd has successfully started operations of its new CPP line and Sunshield Film, which are expected to contribute significantly to revenue growth.
  • The company is focusing on expanding its specialty film sales, which have been growing at a 10% CAGR over the last six years.
  • Cosmo First Ltd has invested significantly in CapEx over the past three years, which is expected to yield substantial revenue and profitability growth in the next 2-3 years.
Negative
  • The company incurred a one-time cost of 4.3 crore INR for shifting a thermal line from Korea to India, impacting quarterly results.
  • There was a planned maintenance shutdown that resulted in a 10% lower volume on one of the production lines.
  • The company's net debt stands at 967 crore INR, which is 2.7 times EBITDA, indicating a significant debt burden.
  • The promoters sold a 4% stake in the company, which has negatively impacted market sentiment.
  • The pet care vertical, Zigly, is not yet profitable, and the company faces challenges with low product margins due to supplier pricing.


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

CSFL.NS - Cosmo First Ltd
Q4 2025 Cosmo First Ltd Earnings Call
May 21, 2025 / 09:30AM 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 call of Cosmo First Limited to discuss the Q4 and FI25 result.

Today we have with us from the management group CEO Mr. Pankaj Podar and Group CFO Mr. Neera Chan.

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

These statements are based on the management's current expectation and are subject to certain uncertainties and changes in circumstances.

These statements are not guarantees of future results.

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

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