Cosmo First Ltd.

•

cosmofirst.comBSE: 508814NSE: COSMOFIRST

Market Cap₹ 2,316 Cr.

Current Price

High / Low₹ 996 / 561

Stock P/E13.9

Book Value₹ 631

Price to Book0.98

Dividend Yield0.45 %

ROCE11.3 %

ROE10.2 %

Face Value₹ 10

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Packaging Films: 90.2% • Speciality Chemicals: 5.4% • Others: 3.0%

AI Sector View

AI GENERATED

Capital Goods

Buy

Capital goods is supported by strong public capex and still-expansionary industrial activity. Capital expenditure rose 66% YoY (2026-06), GST collections grew 8% YoY (2026-07), and the core industries Overall Index increased 5.4% YoY (2026-07). E-way bills slowed to 6% YoY (2026-07) and sector FPI flows show INR -9697 crore net outflow over 3 months to 2026-08-31, but the investment cycle and fiscal impulse remain favorable.

Confidence

72%

View full sector analysis →

PROS

Company has consistently been profitable over the last 5 years
Strong cash generation - operating cash flow backs reported profits (CFO/PAT 2.30x)
Latest quarter profit grew 25.4% YoY, showing strong momentum
Company has a consistent dividend-paying track record
Company generates healthy free cash flow

CONS

A large part of profit comes from other income (51.0% of PBT)
Company has a low return on capital employed of 9.6%
Promoter holding has decreased over last 2 years: -4.3pp
Company has a low return on equity of 8.2% over last 3 years
Company has delivered a poor profit growth of -8.0% over past five years
Operating margins have contracted to 10.2% from 13.9%

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Capital GoodsPlastic ProductsPlastic Products

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	SUPREMEIND	3500.65	43.07	44467.66	1.03	280.72	38.76	2717.66	4.16	21.49	17.33
2.	ASTRAL	1460.00	68.15	39222.92	0.27	120.20	51.77	1578.00	15.93	19.95	14.65
3.	GRWRHITECH	6911.40	41.40	16056.84	0.17	132.65	59.78	633.08	27.90	18.08	27.17
4.	SHAILY	3371.35	87.71	15506.61	0.09	48.01	16.75	280.67	13.77	29.46	29.59
5.	FINPIPE	157.05	15.83	9744.59	1.75	114.52	16.67	883.58	-15.30	12.73	12.09
6.	TIMETECHNO	185.00	18.64	9132.25	0.81	1178.60	1120.71	16927.10	1151.40	17.37	13.25
7.	KINGFA	6211.15	37.30	8416.97	0.00	80.21	101.58	688.57	49.06	30.70	16.12
8.	RESPONIND	169.25	44.54	4512.35	0.06	2.74	-94.51	192.87	-43.06	10.76	12.09
9.	POLYPLEX	1124.45	22.73	3529.93	0.27	171.07	386.02	2253.62	29.62	1.51	13.15
10.	PRINCEPIPE	279.60	30.27	3091.29	0.36	337.49	6900.41	6094.18	949.97	6.20	12.66
11.	NILKAMAL	2067.60	24.75	3085.38	0.97	24.40	59.20	819.73	-7.18	10.76	9.44
12.	COSMOFIRST	882.35	13.88	2316.14	0.45	53.75	25.38	1165.54	45.69	11.33	11.66

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	658	664	625	641	690	759	701	746	800	919	899	1,021	1,166
	622	602	582	597	622	672	638	676	708	816	831	900	1,106
Operating Profit	35	61	42	44	68	87	63	70	92	103	68	121	60
OPM %	5.38%	9.26%	6.77%	6.88%	9.82%	11.47%	8.96%	9.43%	11.48%	11.22%	7.57%	11.81%	5.12%
	20	11	14	23	17	20	23	15	24	25	35	10	11
Interest	18	22	23	26	23	25	25	27	32	37	37	36	38
Depreciation	21	22	23	24	24	24	25	26	30	34	35	37	38
Profit before Tax	16	29	10	18	37	57	36	33	54	57	31	58	71
Tax %	11.46%	25.15%	-9.86%	12.41%	16.31%	20.00%	18.77%	16.82%	21.28%	18.53%	4.93%	36.04%	24.01%
Net Profit	0	0	0	0	31	46	30	27	43	47	30	37	54
	5.37	8.31	4.38	5.93	11.95	17.65	11.38	10.47	16.60	18.07	11.40	14.24	20.71

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	1,587	1,847	2,157	2,204	2,285	3,038	3,065	2,587	2,895	3,639	4,004
	1,433	1,713	1,995	1,943	1,893	2,467	2,685	2,404	2,607	3,255	3,653
Operating Profit	154	133	161	261	392	571	380	183	288	384	351
OPM %	9.69%	7.21%	7.48%	11.84%	17.15%	18.81%	12.41%	7.08%	9.94%	10.54%	8.77%
	15	35	20	19	38	48	54	68	74	95	82
Interest	36	52	56	53	42	40	55	89	100	141	148
Depreciation	42	51	54	65	59	63	75	89	100	137	145
Profit before Tax	91	64	72	163	329	517	304	72	163	201	217
Tax %	5.98%	-0.67%	14.70%	30.34%	27.94%	23.23%	19.71%	14.09%	18.25%	22.21%	23.03%
Net Profit	86	64	61	113	237	397	244	62	133	156	167
EPS	44.73	33.62	31.89	59.19	125.72	144.66	89.45	23.69	50.81	59.42	—
Dividend Payout %	22.67%	18.10%	19.09%	25.71%	19.17%	16.03%	5.38%	12.66%	7.87%	6.73%	—

COMPOUNDED SALES GROWTH

10 Years:: 8%
5 Years:: 10%
3 Years:: 6%

COMPOUNDED PROFIT GROWTH

10 Years:: 5%
5 Years:: -8%
3 Years:: -14%

STOCK PRICE CAGR

10 Years:: —
5 Years:: —
3 Years:: 8%
1 Year:: -7%

RETURN ON EQUITY

10 Years:: 17%
5 Years:: 17%
3 Years:: 8%
Last Year:: 10%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity Capital	19	19	19	19	18	18	26	26	26	26
	552	597	656	715	831	1,166	1,259	1,304	1,423	1,576
	686	850	864	840	808	875	985	965	1,375	1,518
Trade Payables	138	189	202	157	204	365	528	688	719	905
	150	107	127	173	259	329	311	528	560	654
Total Liabilities	1,544	1,763	1,869	1,905	2,120	2,753	3,110	3,512	4,103	4,680
	961	994	984	1,004	1,005	989	1,414	1,578	1,808	2,465
Capital Work in Progress	9	12	32	16	20	270	185	355	584	188
	0	58	77	146	247	446	418	406	390	394
	237	282	278	275	375	554	535	510	604	710
	0	0	0	0	0	0	0	261	313	398
Cash & Bank	29	49	86	60	75	61	46	35	27	59
	308	367	411	404	398	432	512	367	377	467
Total Assets	1,544	1,763	1,869	1,905	2,120	2,753	3,110	3,512	4,103	4,680

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	64	100	158	273	388	556	538	245	166	397
Cash from Investing	-223	-123	-90	-106	-105	-447	-325	-235	-420	-361
Cash from Financing	165	62	-35	-165	-193	-52	-153	-19	247	-3
	-7	21	17	-31	37	-18	-13	-8	-6	33

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	45.04	45.04	40.98	40.98	40.98	40.86	40.86	40.78	40.78
	3.23	2.56	3.99	3.12	3.49	3.24	2.67	2.13	2.40
	0.68	0.85	0.69	0.09	0.68	0.47	0.84	1.13	1.49
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	51.04	51.54	54.33	55.80	54.85	55.43	55.62	55.97	55.32

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-08-20

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-20 - COSMO FIRST LIMITED has informed the Exchange about Schedule of meet

2026-08-14

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-14 - COSMO FIRST LIMITED has informed the Exchange about Transcript

2026-08-07

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-07 - COSMO FIRST LIMITED has informed the Exchange about Link of Recording

2026-08-07

Copy of Newspaper Publication

2026-08-07 - COSMO FIRST LIMITED has informed the Exchange about Copy of Newspaper Publication

2026-08-06

Investor Presentation

2026-08-06 - COSMO FIRST LIMITED has informed the Exchange about Investor Presentation

2026-08-06

Press Release

2026-08-06 - COSMO FIRST LIMITED has informed the Exchange regarding a press release dated August 06, 2026, titled "Media Release".

2026-08-06

Outcome of Board Meeting

2026-08-06 - COSMO FIRST LIMITED has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.

2026-08-05

Shareholders meeting

2026-08-05 - COSMO FIRST LIMITED has informed the Exchange regarding Proceedings of Annual General Meeting held on August 05, 2026. Further, the company has submitted the Exchange a copy of Srutinizers report along with voting results.

2026-08-03

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-03 - COSMO FIRST LIMITED has informed the Exchange about Schedule of meet

News

Recent coverage and analyst commentary for COSMOFIRST

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Cosmo First Ltd.

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Name

SUPREMEIND

3500.65

43.07

44467.66

1.03

280.72

38.76

2717.66

4.16

21.49

17.33

ASTRAL

1460.00

68.15

39222.92

0.27

120.20

51.77

1578.00

15.93

19.95

14.65

GRWRHITECH

6911.40

41.40

16056.84

0.17

132.65

59.78

633.08

27.90

18.08

27.17

SHAILY

3371.35

87.71

15506.61

0.09

48.01

16.75

280.67

13.77

29.46

29.59

FINPIPE

157.05

15.83

9744.59

1.75

114.52

16.67

883.58

-15.30

12.73

12.09

TIMETECHNO

185.00

18.64

9132.25

0.81

1178.60

1120.71

16927.10

1151.40

17.37

13.25

KINGFA

6211.15

37.30

8416.97

0.00

80.21

101.58

688.57

49.06

30.70

16.12

RESPONIND

169.25

44.54

4512.35

0.06

2.74

-94.51

192.87

-43.06

10.76

12.09

POLYPLEX

1124.45

22.73

3529.93

0.27

171.07

386.02

2253.62

29.62

1.51

13.15

PRINCEPIPE

279.60

30.27

3091.29

0.36

337.49

6900.41

6094.18

949.97

6.20

12.66

NILKAMAL

2067.60

24.75

3085.38

0.97

24.40

59.20

819.73

-7.18

10.76

9.44

COSMOFIRST

882.35

13.88

2316.14

0.45

53.75

25.38

1165.54

45.69

11.33

11.66

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Jun 2026

658

664

625

641

690

759

701

746

800

919

899

1,021

1,166

622

602

582

597

622

672

638

676

708

816

831

900

1,106

Operating Profit

103

121

OPM %

5.38%

9.26%

6.77%

6.88%

9.82%

11.47%

8.96%

9.43%

11.48%

11.22%

7.57%

11.81%

5.12%

Interest

Depreciation

Profit before Tax

Tax %

11.46%

25.15%

-9.86%

12.41%

16.31%

20.00%

18.77%

16.82%

21.28%

18.53%

4.93%

36.04%

24.01%

Net Profit

5.37

8.31

4.38

5.93

11.95

17.65

11.38

10.47

16.60

18.07

11.40

14.24

20.71

Mar 2017

Mar 2018

Mar 2019

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

TTM

1,587

1,847

2,157

2,204

2,285

3,038

3,065

2,587

2,895

3,639

4,004

1,433

1,713

1,995

1,943

1,893

2,467

2,685

2,404

2,607

3,255

3,653

Operating Profit

154

133

161

261

392

571

380

183

288

384

351

OPM %

9.69%

7.21%

7.48%

11.84%

17.15%

18.81%

12.41%

7.08%

9.94%

10.54%

8.77%

Interest

100

141

148

Depreciation

100

137

145

Profit before Tax

163

329

517

304

163

201

217

Tax %

5.98%

-0.67%

14.70%

30.34%

27.94%

23.23%

19.71%

14.09%

18.25%

22.21%

23.03%

Net Profit

113

237

397

244

133

156

167

EPS

44.73

33.62

31.89

59.19

125.72

144.66

89.45

23.69

50.81

59.42

—

Dividend Payout %

22.67%

18.10%

19.09%

25.71%

19.17%

16.03%

5.38%

12.66%

7.87%

6.73%

—

Mar 2017

Mar 2018

Mar 2019

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

Equity Capital

552

597

656

715

831

1,166

1,259

1,304

1,423

1,576

686

850

864

840

808

875

985

965

1,375

1,518

Trade Payables

138

189

202

157

204

365

528

688

719

905

150

107

127

173

259

329

311

528

560

654

Total Liabilities

1,544

1,763

1,869

1,905

2,120

2,753

3,110

3,512

4,103

4,680

961

994

984

1,004

1,005

989

1,414

1,578

1,808

2,465

Capital Work in Progress

270

185

355

584

188

146

247

446

418

406

390

394

237

282

278

275

375

554

535

510

604

710

261

313

398

Cash & Bank

308

367

411

404

398

432

512

367

377

467

Total Assets

1,544

1,763

1,869

1,905

2,120

2,753

3,110

3,512

4,103

4,680

Mar 2017

Mar 2018

Mar 2019

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

100

158

273

388

556

538

245

166

397

Cash from Investing

-223

-123

-90

-106

-105

-447

-325

-235

-420

-361

Cash from Financing

165

-35

-165

-193

-52

-153

-19

247

-3

-7

-31

-18

-13

-8

-6

Mar 2017

Mar 2018

Mar 2019

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Jun 2026

45.04

40.98

40.86

40.78

3.23

2.56

3.99

3.12

3.49

3.24

2.67

2.13

2.40

0.68

0.85

0.69

0.09

0.68

0.47

0.84

1.13

1.49

Government

0.00

51.04

51.54

54.33

55.80

54.85

55.43

55.62

55.97

55.32

Cosmo First Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

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Cosmo First Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI