Cosmo First FY26 PAT Rises 17% to Rs 156 Cr

2 min read     Updated on 22 May 2026, 09:25 AM
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AI Summary

Cosmo First reported a 17% YoY increase in FY26 net profit to Rs 156 crore, supported by a 26% rise in revenue to Rs 3,639 crore and an improved EBITDA margin of 13.2%. Q4 performance was robust with net profit reaching Rs 37 crore and revenue increasing to Rs 1,021 crore. The company reduced its net debt to Rs 1,159 crore and recommended a final dividend of Rs 4 per share.

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Cosmo First Limited has announced its audited financial results for the quarter and year ended March 31, 2026. The company reported a 17% year-on-year increase in net profit to Rs 156 crore for the full year, while revenue from operations grew to Rs 3,639 crore from Rs 2,895 crore in the previous year. The Board of Directors has recommended a final dividend of Rs 4 per equity share for the financial year ended March 31, 2026, subject to shareholder approval.

Annual Financial Performance

For the year ended March 31, 2026, the company achieved an EBITDA of Rs 479 crore, up from Rs 362 crore in FY25, with the EBITDA margin improving to 13.2% from 12.5%. Profit before tax (PBT) for the year stood at Rs 201 crore compared to Rs 163 crore in the prior year. Earnings per share (EPS) increased to Rs 60.3 from Rs 51.5 in the previous year.

Metric Year Ended Mar 31, 2026 Year Ended Mar 31, 2025
Revenue from Operations Rs 3,639 crore Rs 2,895 crore
Net Profit Rs 156 crore Rs 133 crore
EBITDA Rs 479 crore Rs 362 crore
EBITDA Margin 13.2% 12.5%

Q4 Consolidated Performance

The fourth quarter showed robust growth, with net profit rising to Rs 37 crore from Rs 27 crore in the same period last year. Revenue for the quarter increased to Rs 1,021 crore from Rs 746 crore, driven by a 41% increase in sales volume and improved margins in base BOPP and BOPET films. EBITDA for the quarter climbed to Rs 130 crore from Rs 85 crore, expanding the margin to 12.7% from 11.4%. However, PAT improvement was moderated by exceptional items of Rs 7.2 crore and a one-time reversal of deferred tax assets of Rs 5.3 crore due to subsidiary reorganization in South Korea.

Metric Q4 FY26 Q4 FY25
Net Revenue Rs 1,021 crore Rs 746 crore
EBITDA Rs 130 crore Rs 85 crore
EBITDA Margin 12.7% 11.4%
Net Profit Rs 37 crore Rs 27 crore

Business Updates and Debt

The Specialty Chemicals subsidiary reported an EBITDA of over 25% in Q4 FY26. Cosmo Plastech posted over 70% topline growth and has nearly reached EBITDA-breakeven. Consumer businesses Zigly and Cosmo Consumer continue to scale, with Zigly recording 54% topline growth in the quarter. Net debt reduced by Rs 55 crore during Q4 FY26 to Rs 1,159 crore, which is 2.4 times the EBITDA. The company plans to reduce net debt further over the next two years.

Historical Stock Returns for Cosmo First

1 Day5 Days1 Month6 Months1 Year5 Years
+3.24%+3.45%-9.09%+10.16%-36.07%+40.79%

How will Cosmo First's South Korea subsidiary reorganization impact its international revenue mix and tax structure in FY27?

Given Cosmo Plastech's near EBITDA-breakeven status, what timeline and capital investment will be required before it becomes a meaningful profit contributor?

With net debt at 2.4x EBITDA, which specific assets or business segments is Cosmo First likely to monetize or restructure to achieve its two-year debt reduction target?

Cosmo First Appoints Piyush Gupta as Business Head for Cosmo Speciality Chemicals

1 min read     Updated on 19 May 2026, 06:57 AM
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Cosmo First Limited has appointed Mr. Piyush Gupta as Business Head for its wholly owned subsidiary, Cosmo Speciality Chemicals Private Limited, effective May 18, 2026, under SEBI Regulation 30. Mr. Gupta, who holds a Mechanical Engineering degree from Moscow State Academy, brings over 3 decades of international expertise in operations, P&L oversight, and global sales, while continuing to oversee export sales and marketing for the Cosmo Films vertical.

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Cosmo First Limited has announced the appointment of Mr. Piyush Gupta as Business Head for its wholly owned subsidiary, Cosmo Speciality Chemicals Private Limited, with effect from May 18, 2026. The disclosure was made pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, pertaining to a change in Senior Management Personnel. Alongside his new responsibilities, Mr. Gupta will continue to handle a portion of his existing duties related to export sales and marketing for the Cosmo Films vertical of the company.

Appointment Details

The key details of Mr. Piyush Gupta's appointment, as disclosed by the company, are presented below:

Parameter: Details
Reason for Change: Addition in Role (Designated as SMP)
Date of Appointment: May 18, 2026
Role: Business Head, Cosmo Speciality Chemicals Private Limited (wholly owned subsidiary)

Profile of Mr. Piyush Gupta

Mr. Piyush Gupta brings over 3 decades of international experience to his new role. His areas of expertise span across:

  • Operations
  • P&L Oversight
  • Multi-Channel Product Distribution
  • Global Sales & Marketing
  • Business Development

Mr. Gupta holds a degree in Mechanical Engineering from Moscow State Academy of Automobile and Tractor Machine Building, Moscow, Russia.

Regulatory Compliance

The intimation has been filed in accordance with Regulation 30 of the SEBI Listing Regulations, read with SEBI Circular No. HO/49/14/14(7)2025-CFD-POD2/I/3762/2026 dated January 30, 2026. The disclosure was signed and submitted by Jyoti Dixit, Company Secretary and Compliance Officer of Cosmo First Limited, on May 18, 2026.

Historical Stock Returns for Cosmo First

1 Day5 Days1 Month6 Months1 Year5 Years
+3.24%+3.45%-9.09%+10.16%-36.07%+40.79%

How might Mr. Piyush Gupta's three decades of global sales and marketing expertise accelerate Cosmo Speciality Chemicals' international expansion strategy?

Could the elevation of Cosmo Speciality Chemicals' leadership signal plans for the subsidiary's independent listing or increased capital investment in the near future?

How will Mr. Gupta's dual responsibilities across Cosmo Speciality Chemicals and Cosmo Films' export division impact the company's overall operational efficiency and revenue targets?

More News on Cosmo First

1 Year Returns:-36.07%