Cosmo First Ltd (NSE:COSMOFIRST)

Q4 2026 Cosmo First Ltd Earnings Call Transcript

May 21, 2026 / 09:30 AM GMT

Release Date Price: ₹799.75 (+0.28%)

Transcript

Key Points

Positve

Cosmo First Ltd (BOM:508814) reported a 37% increase in consolidated sales for Q4 FY26, driven by a 41% rise in volume.
EBITDA increased by 53% to 130 crore rupees in Q4, attributed to higher sales volume and specialty sales growth.
The specialty chemicals subsidiary achieved a 25% EBITDA margin in Q4, with annual sales reaching 204 crore rupees.
The company reduced its net debt by 75 crore rupees over the last six months, demonstrating financial discipline.
Cosmo First Ltd (BOM:508814) expects double-digit top-line growth next year, supported by enhanced utilization of new capacities.

Negative

PAT improvement was moderate due to increased depreciation and interest from new capacities and a one-time deferred tax asset reversal.
The company faced a one-time exception item of 7.2 crore rupees related to a subsidiary in the Netherlands.
Employee costs and other expenses increased significantly, impacting overall profitability.
The film business margins remain volatile due to industry cycles and new capacity additions.
Cosmo Consumer is expected to continue making losses in the current financial year due to aggressive brand-building efforts.

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

CSFL.NS - Cosmo First Ltd
Q4 2026 Cosmo First Ltd Earnings Call
May 21, 2026 / 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 FY26 results.

Today we have with us from the management, Group CEO Mr. Pankaj Poddar and Group CFO Mr. Neeraj Jain along with Mr. Bhushan Malik, Business Head Film Business and Mr. Saurav Jain, CEO Zigli and Head Corporate Development.

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

As a reminder, all pipeline lines will be in the listen-only mode, and there will be an

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