Cosmo First Q3 FY26 results (Oct–Dec 2025) and concall

Capital Goods · Concall AI · Call held 12 Feb 2026

Company page: Cosmo First share price, financials & guidance record

Cosmo First reported strong top-line and EBITDA growth in Q3 FY26, driven by new capacities and improved specialty mix. However, profitability was tempered by BOPP margin pressure, one-time costs, and higher depreciation. The company is focused on sweating its recent capex, reducing net debt, and scaling new high-margin businesses, with an expectation of improved profitability from USA operations starting Q1 FY27.

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What they filed

Q3 FY26: revenue up 20.8%, net profit down 22.7% against the same quarter last year.

₹ Cr · quarterly

Line item	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26
Revenue	723	679	687	751	873 +21%	820 +21%
Expenses	656	624	628	679	793	770
EBITDA	67	55	59	72	81 +21%	50 −9%
Margin	9%	8%	9%	10%	9%	6%
Other income	21	20	14	25	24	35
Interest	25	24	26	30	36	36
Depreciation	24	24	25	29	33	34
Profit before tax	39	27	23	38	36 −8%	15 −44%
Tax rate	17%	17%	27%	21%	18%	-12%
Net profit	33	22	17	30	29 −12%	17 −23%
EPS	12.40	8.55	6.44	11.36	11.22	6.55

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.

What they filed

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