COSMOFIRST Cosmo First Q2 FY26 results (Jul–Sep 2025) and concall
Cosmo First reported a strong Q2 FY26 with consolidated sales up 21% YoY to Rs. 919 crores and EBITDA up 19% to Rs. 128 crores, driven by higher sales volume and specialty margins. However, commodity film margins faced pressure from imports and US tariffs, and PAT was muted by new capacity-related depreciation and interest. The company is focused on ramping up new lines, expanding specialty products, and improving profitability in its consumer and rigid packaging verticals, while managing debt.
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What they filed
Q2 FY26: revenue up 20.7%, net profit down 12.1% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|
| Revenue | 723 | 679 | 687 | 751 | 873 +21% |
| EBITDA | 67 | 55 | 59 | 72 | 81 +21% |
| Net profit | 33 | 22 | 17 | 30 | 29 −12% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
