Cosmo First Ltd — earnings calls

Cosmo First reported consolidated Q4 FY26 sales of Rs 1,021 crores, up 37% year-on-year, with EBITDA rising 53% to Rs 130 crores driven by higher volumes, specialty sales growth and improved chemical subsidiary earnings. For the full year, revenue grew 26% and EBITDA increased 32% to Rs 479 crores, aided by new BOPP and CPP capacity commissioned during the year. Management discussed reduction of net debt by Rs 75 crores over six months, progress in the specialty chemicals, rigid packaging and consumer businesses, and the impact of a one-time exceptional item and deferred tax reversal on PAT.