Cosmic CRF Reports 27% Jump in Half-Year Profit to Rs 1,532 Crore

Cosmic CRF Limited, a leading manufacturer in the steel industry, has announced its unaudited financial results for the half-year ended September 30, 2025, showcasing robust growth in both standalone and consolidated performance.

Standalone Performance Highlights

The company reported a significant increase in its standalone profit, which rose by 27% to Rs 1,532.13 crore for the half-year, compared to Rs 1,208.78 crore in the corresponding period of the previous year. This growth was supported by a modest increase in revenue from operations, which grew to Rs 16,121.91 crore from Rs 15,864.09 crore year-on-year.

Consolidated Performance

On a consolidated basis, Cosmic CRF's performance was even more impressive. The company's profit after tax surged to Rs 2,450.20 crore, up from Rs 1,757.64 crore in the same period last year, marking a substantial increase of 39.4%. The consolidated revenue from operations also saw a significant jump, reaching Rs 30,445.12 crore compared to Rs 16,938.30 crore in the previous year's corresponding period.

Financial Position and Key Metrics

As of September 30, 2025, Cosmic CRF's financial position remains strong:

Metric	Standalone (Rs Crore)	Consolidated (Rs Crore)
Total Assets	51,998.84	66,088.36
Total Equity	40,334.53	43,749.15
Cash & Cash Equivalents	11,771.94	12,036.27

The company's earnings per share (EPS) also showed significant improvement:

Standalone EPS: Rs 18.69 (compared to Rs 14.74 in the previous year)
Consolidated EPS: Rs 29.89 (up from Rs 21.44 in the previous year)

Operational Highlights

Cosmic CRF operates in a single segment, focusing on its core business. The company has two subsidiaries: N.S. Engineering Projects Private Limited and Cosmic Springs & Engineers Limited, which have contributed to the consolidated performance since the financial year 2024-25.

Capital Allocation

The company has been actively investing in its growth, with capital work-in-progress standing at Rs 2,325.63 crore on a standalone basis and Rs 3,381.63 crore on a consolidated basis. This indicates ongoing expansion and modernization efforts.

Management Commentary

Aditya Vikram Birla, Managing Director of Cosmic CRF Limited, stated, "Our half-year results demonstrate the company's resilience and growth potential. The significant increase in profitability, both on standalone and consolidated bases, reflects our operational efficiency and strategic initiatives. We remain committed to sustainable growth and creating value for our stakeholders."

Ongoing Legal Matter

The company disclosed a pending arbitration matter involving a contingent liability of Rs 1,034.33 crore. This issue is currently under adjudication with an Ex-Supreme Court Judge as the Sole Arbitrator, and the financial impact, if any, will be accounted for upon settlement.

Conclusion

Cosmic CRF Limited's strong half-year performance, marked by substantial profit growth and increased operational revenue, positions the company well in the steel manufacturing sector. The ongoing investments in capital projects and the robust financial position suggest that the company is well-positioned in the industry. However, investors should note the pending legal matter and its potential impact on future financials.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-0.19%	-1.59%	-3.82%	-11.52%	-21.52%	+371.40%

Cosmic CRF Limited , a key player in the railway wagon manufacturing industry, has announced a significant boost to its order book with four new purchase orders totaling Rs 583.19 lakhs (inclusive of GST). These orders, secured from domestic railway wagon manufacturing companies, showcase the company's strong position in the sector and its ability to meet diverse manufacturing requirements.

Order Details

The company has provided a breakdown of the four orders, highlighting the scope and timeline for each:

Order Value (Rs Lakhs)	Description	Completion Time
304.06	Sole bar and other parts for 61 sets of BOXNHL wagons	3 months
91.48	Centre sill and other parts for 30 sets of BOXNS wagons	5 months
125.10	Sole bar and other CRF sections for 124 BCFCM1 wagons	3 months
62.55	Sole bar and other CRF sections for 62 BCFCM1 wagons	2 months

Key Points

All orders are from domestic entities, reinforcing Cosmic CRF's strong presence in the Indian market.
The company has clarified that these orders do not involve any promoter group interest or related party transactions.
The diverse range of wagon types (BOXNHL, BOXNS, and BCFCM1) demonstrates Cosmic CRF's versatility in manufacturing capabilities.
The varying completion timelines, ranging from 2 to 5 months, indicate the company's ability to manage multiple projects simultaneously.

Market Implications

These new orders may have a positive impact on Cosmic CRF Limited's financial performance in the coming quarters. The company's ability to secure multiple orders from different clients in the railway sector suggests a robust demand for its products and services.

Investors and market watchers may view this development as an indicator of the overall health of the railway manufacturing sector in India, as well as Cosmic CRF's competitive position within it.

As the company moves forward with executing these orders, stakeholders will be keen to observe how efficiently Cosmic CRF manages its production schedules and maintains its delivery timelines, which could be crucial for securing future contracts in this competitive industry.