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Cosmo First share price & results

Cosmo First· Capital Goods· Industrials

Results to
Jun 2026
Latest analysed call
Q1 FY27
Ownership as of
Sept 2026

India's largest flexible-packaging film maker; diversifying into specialty chemicals, rigid packaging, petcare

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Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue1,059 ₹ crore+41.0% YoYQuarterly, as filedQuarter to Jun 2026Revenue from operations as filed.
Operating margin10.0 %0.0 pts YoYOperating profit / revenueQuarter to Jun 2026For the quarter; a change is in percentage points.
Net profit30.0 ₹ crore0.0% YoYQuarterly, as filedQuarter to Jun 2026Profit after tax as filed.
Return on equity11.23 %+1.3 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Jun 2026Adjusted profit attributable to owners ÷ average owners’ equity.
Free cash flow margin-0.19 %+11.1 ptsFY Mar 2026 vs FY Mar 2025Fiscal yearFY ending Mar 2026(Operating cash flow − fixed-asset purchases + disposals) ÷ revenue.
Revenue growth (YoY)33.23 %+13.8 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Jun 2026Revenue change against the same period one year earlier.

Source: Inve data from filed results; ratios from the Screener-verified panel · to Jun 2026

Guidance

What management said, and what became of it

4 of 7 judged targets kept · 16 open · verdicts reflect calls analysed to Q1 FY27.

Cosmo First management guidance track record on Inve: 23 targets tracked across analysed earnings calls (4 achieved, 3 missed, 16 open).

TargetOriginal wordingSaidLatest callVerdict
US Tariff Refund AmountMore than INR 60 crores
Call transcript, Q4 FY26 · 21 May 2026		Q4 FY26Q1 FY27:The US subsidiary received a refund of approximately USD 7 million (~₹58.1 crores) in July 2026. While the refund was received, the amount is slightly below the 'more than INR 60 crores' guidance.
Call transcript, Q1 FY27 · 7 Aug 2026		Achieved*
Zigly Demerger TimelineDemerge in 2-3 years
Call transcript, Q3 FY25 · 12 Feb 2025		Q3 FY25Q1 FY27:No update provided on the demerger timeline, subsidiary formation, or external capital raising for Zigly. Management only commented on operational scaling and profitability timeline.
Call transcript, Q1 FY27 · 7 Aug 2026		Ghosted
Annual Net Debt Reduction₹200-250 crores reduction each year
Call transcript, Q3 FY26 · 12 Feb 2026		Q3 FY26Q1 FY27:Net debt remained flat at ₹1,166 crores compared to Q4 FY26. This shows no progress towards the annual reduction target of ₹200-250 crores.
Call transcript, Q1 FY27 · 7 Aug 2026		At Risk

Source: Inve Guidance Tracker for Cosmo First · to Q1 FY27

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

3 of Cosmo First's 23 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 20 more targets are in the full ledger.

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Price

₹739.55 +0.71% · +₹5.25

Last close 27 Oct 2026 · NSE · INR · Source: Inve

Performance −13.8% 1Y

₹600₹700₹800₹900Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Oct 26Q2 FY26 — 12 Nov 2025Q3 FY26 — 12 Feb 2026Q4 FY26 — 21 May 2026Q1 FY27 — 7 Aug 2026

1Y: ₹858.3 on 24 Oct 2025 → ₹739.55. High ₹964.85 (17 Aug 2026), low ₹576.85 (1 Feb 2026).

Previous close
₹734.3
Market cap
₹1.9k Cr
52-week range
₹576.85 – ₹964.85
One year
−14.28%
Price to earnings (TTM to Jun 2026)
11.14×
Return on equity (TTM to Jun 2026)
11.23%

Overview

Symbol
NSE:COSMOFIRST
Industry
Industrials
Exchange
NSE
Currency
INR

What Cosmo First does

Based on the company's own presentations, annual report and earnings calls.

Cosmo First, founded in 1981 as Cosmo Films, manufactures biaxially oriented polypropylene (BOPP), BOPET, CPP and specialty/synthetic-paper films used in flexible packaging, labelling and lamination for food, beverage, personal-care and pharma customers, sold domestically and exported to 80+ countries. It has since built four adjacent verticals under the Cosmo First umbrella: Cosmo Speciality Chemicals (coatings, masterbatches and adhesives for films and paper), Cosmo Plastech (rigid packaging - plastic sheets, thermoformed cups/trays and injection-moulded containers for FMCG, pharma and electronics), Cosmo Consumer (window films and paint-protection films sold as Cosmo Sunshield, Cosmo PPF and Cosmo Guard) and Zigly, a D2C omni-channel pet-care platform with retail centres, vet hospitals and an online store. Manufacturing is based out of three integrated plants in Maharashtra and Gujarat, with a centralised R&D lab supporting new film development.

Segments

  • Cosmo Films (Flexible Packaging)
  • Cosmo Speciality Chemicals
  • Cosmo Plastech
  • Cosmo Consumer
  • Zigly (Petcare)
Employees
1,367
Manufacturing facilities
3 (Waluj and Shendra in Aurangabad, Maharashtra; Karjan, Gujarat)
Installed BOPP film capacity
2,77,000 TPA across 10 lines - largest in India
Installed capacity - other film lines
BOPET 30,000 TPA, CPP 30,000 TPA, coating 45,000 TPA, metallizing 57,000 TPA, thermal lamination 26,000 TPA, synthetic paper (CSP) 7,200 TPA
Speciality chemicals capacity
Coating chemicals 7,000 MT, masterbatches 10,000 MT, adhesives 2,800 MT
Rigid packaging (Plastech) capacity
18,000 MT
Founded 1981Headquarters New Delhi, IndiaEmployees 1,367 (FY25 (year ended March 2) Company website

How the price took the results

close before → close after

Q1 FY27
+2.4%
7 Aug
Q4 FY26
+0.3%
21 May
Q3 FY26
+5.5%
12 Feb
Q2 FY26
−4.3%
12 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

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