Cosmo First Limited (COSMOFIRST)

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Cosmo First Limited (COSMOFIRST) · mywealthgrid

About

Cosmo First Limited operates in packaging within the industrials sector with a market cap of ₹2,458.48 Cr. Recent quarters show revenues of ₹0.8–1.2 Cr and net profit of ₹17–53 Cr. The stock trades at PE 14.73 with ROE of 10.12%, indicating moderate valuation but thin profitability.

Face value: ₹10

Market cap

₹2,166 Cr

P/E

13.0×

P/B

1.3×

Dividend yield

ROE

10.1%

ROCE

11.6%

Debt / equity

0.98

OPM

10.5%

EPS (TTM)

₹63.6

Book value

₹615.9

52-week high

—

52-week low

Key insights

Company research notes and source-linked reviews

Key risks

Operating margin volatility: OPM ranged from 6.08% (Dec 2025) to 11.81% (Mar 2026) in recent quarters; verify input-cost exposure and customer contract terms
Moderate leverage: D/E of 0.98 implies debt approximates equity; verify covenant headroom and refinancing risk
Profit volatility despite stable revenue: Net profit swung ₹17–53 Cr in recent quarters while revenue ranged ₹0.8–1.2 Cr; verify cost sensitivity and operational consistency
Stock weakness: 1y return of −9.45% and 52-week low of ₹577.4 signal sector or company headwinds; verify demand and competitive trends

Generated analysis · source review pending

Growth drivers

Revenue momentum: Jun 2026 quarter ₹1,058–1,165 Cr, up from Dec 2025 low of ₹820–898 Cr, shows recovery; verify sustainability and forward visibility
Margin recovery: Operating margin rebounded to 11.66% (Jun 2026) from 6.08% (Dec 2025) low; verify if cost control, pricing, or utilization improvement
Earnings acceleration: Latest quarter EPS of 20.71 vs 6.64 in Dec 2025 reflects profit growth; verify sustainability and seasonality
Packaging sector growth: Demand supported by Indian consumption, e-commerce, and FMCG expansion; verify company's end-market exposure and competitive position

Generated analysis · source review pending

2,528 historical price candles were omitted because the exchange source has not been verified.

₹826.9-1%1Y

Quick read

rule-based

Pros

No positive flags triggered.

Cons

−Low return on equity of 8.1% (3-yr avg)
−Profit declined 8% a year over the last 5 years
−Modest revenue growth of 9.8% a year over the last 5 years

Research score

Structured signal from quality, growth, valuation and momentum.

55/100

Business quality: 24
Growth: 53
Valuation: 87

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

Screen this industry Compare top 5 side-by-side

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Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Consolidated Standalone

Consolidated figures · ₹ crore

₹ Cr	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	1,967	1,967	2,157	2,204	2,285	3,038	3,065	2,587	2,895	3,639
COGS	1,325	1,325	—	1,472	1,400	1,873	2,054	1,750	1,881	2,359
Gross profit	642	642	—	732	885	1,165	1,011	837	1,014	1,279
	509	509	2,049	471	493	594	629	654	726	896
	133	133	107	261	392	571	382	183	288	384
OPM %	6.8%	6.8%	5%	11.8%	17.2%	18.8%	12.5%	7.1%	9.9%	10.5%
Depreciation	51	51	—	65	59	63	75	89	100	137
Interest	52	52	56	53	42	40	55	89	100	141
	35	35	20	19	38	48	52	68	74	95
Profit before tax	64	64	72	163	329	517	304	72	163	201
Tax	-0	-0	11	49	92	120	60	10	30	45
Tax %	-0.7%	-0.7%	14.7%	30.3%	27.9%	23.2%	19.7%	14.1%	18.3%	22.2%
	64	64	61	113	237	397	244	62	133	156
PAT margin %	3.3%	3.3%	2.8%	5.2%	10.4%	13.1%	8%	2.4%	4.6%	4.3%
EPS (₹)	33.6	33.6	31.9	59.2	127	221.6	90.9	24	51.5	60.3
EPS adjusted (₹)	22.1	—	21	38.9	86.9	145.5	93	23.7	50.8	59.4
	29.7%	17.8%	18.8%	25.3%	19.7%	15.8%	5.5%	12.5%	7.8%	6.6%
Annual report	Annual report for Mar 2017	Annual report for Mar 2018	Annual report for Mar 2019	Annual report for Mar 2020	Annual report for Mar 2021	Annual report for Mar 2022	Annual report for Mar 2023	Annual report for Mar 2024	Annual report for Mar 2025	Annual report for Mar 2026

₹ Cr	Mar 2016	Mar 2017	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
Reserves	479	591	661	721	836	1,173	1,272	1,321	1,440	1,590
	327	525	704	662	760	810	890	978	1,357	1,586
	340	384	489	507	511	759	940	1,203	1,301	1,492
Total equity & liabilities	1,165	1,518	1,873	1,910	2,125	2,760	3,128	3,528	4,125	4,695
	585	774	984	1,004	1,005	989	1,414	1,510	1,732	2,380
CWIP	12	9	32	16	20	270	185	357	589	188
Investments	197	195	77	146	263	460	430	417	402	407
	370	541	780	745	837	1,040	1,098	1,244	1,401	1,720
Total assets	1,165	1,518	1,873	1,910	2,125	2,760	3,128	3,528	4,125	4,695

Segment results

As reported in NSE results XBRL. Segment result is before tax and finance costs. ROCE uses that annual result divided by segment assets less liabilities.

Source XBRL ↗

Latest reported period · 31 Mar 2026 · ₹ crore

Segment	Revenue	Result	Assets	Liabilities	Capital employed	ROCE %
PACKING FILMS	3,439.21	418.31	3,725.29	1,168.54	2,556.75	16.36
SPECIALITY CHEMICALS	204.14	50.72

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Ratios

Annual operating, return, leverage and working-capital ratios.

Consolidated Standalone

Consolidated figures

Ratio	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	—	33.2%	38.7%	38.4%	33%	32.3%	35%	35.2%
EBITDA margin %	5%	11.8%	17.2%	18.8%	12.5%	7.1%	9.9%	10.5%
EBIT margin %	5%	8.9%	14.6%	16.7%	10%	3.6%	6.5%	6.8%
PAT margin %	2.8%	5.2%	10.4%	13.1%	8%	2.4%	4.6%	4.3%
Working capital
Receivable days	35	32	30	26	24	37	39	40
Inventory days	49	68	98	108	95	106	117	110
Payable days	36	—	53	71	94	143	139	140
NWC days	49	—	75	63	25	-0	17	10
Leverage
Current ratio	1.13	1.13	1.29	1.6	1.33	1.19	1.25	1.23
Debt to EBITDA	6.55	2.54	1.94	1.42	2.33	5.34	4.71	4.14
Debt to equity	1.03	0.89	0.89	0.68	0.69	0.73	0.93	0.98
Interest coverage	2.3	4.1	8.9	14	6.5	1.8	2.6	2.5
Asset turnover	1.15	1.15	1.08	1.1	0.98	0.73	0.7	0.78
Return ratios
Return on assets %	3.3%	5.9%	11.1%	14.4%	7.8%	1.8%	3.2%	3.3%
Return on capital employed %	10.5%	17.7%	28.7%	34.1%	17.9%	7.2%	10%	11.6%
Return on equity %	9%	15.3%	27.7%	33.3%	18.8%	4.6%	9.1%	9.6%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

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Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	45.04%	45.04%	45.04%	45.04%	45.04%	40.98%	40.98%	40.98%	40.86%	40.86%	40.78%	40.78%
	3.72%	3.45%	3.19%	3.24%	2.57%	3.99%	3.12%	3.49%	3.24%	2.68%	2.13%	2.41%
	0.89%	0.76%	0.03%	0.69%	0.86%	0.7%	0.1%	0.68%	0.48%	0.84%	1.13%	1.49%
	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
	49.16%	49.62%	50.45%	49.71%	50.49%	53.33%	54.16%	53.21%	54.06%	54.28%	54.85%	54.21%
No. of shareholders	—	—	—	—	—	—	—	—	37,330	36,897	36,773	37,610

Promoter holding down 4.26 percentage points since Sep 2023.

2 disclosures

Person	Deal	Shares	Value	Holding	Filed
COSMO FILMS ESOP TRUST 2015Other	SellESOP	4,541	₹7.2 L	1.36% → 1.34%	6 Oct 20257(2)
COSMO FILMS ESOP TRUST 2015Other	SellESOP	75,000	₹7.5 L

13 deals · 20 Jun 2024 – 27 May 2025

Date	Client	Type	Venue	Side	Quantity	Price	Value
27 May 2025	RAVI KANT JAIPURIA	Bulk	NSE	Buy	2,34,260	₹1,090.70	₹25.55 Cr
23 May 2025	RAVI KANT JAIPURIA	Bulk	NSE	Buy	2,51,901	₹909.96	₹22.92 Cr
25 Feb 2025	F3 ADVISORS PRIVATE LIMITED	Bulk	NSE	Sell	1,40,000	₹674.99	₹9.45 Cr
25 Feb 2025	F3 ADVISORS PRIVATE LIMITED	Bulk	BSE	Buy	1,40,000	₹676.15	₹9.47 Cr
18 Dec 2024	HRTI PRIVATE LIMITED	Bulk	NSE	Buy	2,70,240	₹1,031.98	₹27.89 Cr
18 Dec 2024	HRTI PRIVATE LIMITED	Bulk	NSE	Sell	2,62,993	₹1,030.87	₹27.11 Cr
18 Dec 2024	AAKRAYA RESEARCH LLP	Bulk	NSE	Sell	1,32,765	₹1,028.54	₹13.66 Cr
18 Dec 2024	AAKRAYA RESEARCH LLP	Bulk	NSE	Buy	1,32,765	₹1,027.89	₹13.65 Cr
16 Dec 2024	GAYATRI & ANNAPURNA	Bulk	NSE	Sell	8,00,000	₹855.23	₹68.42 Cr
16 Dec 2024	MANSI SHARE AND STOCK ADVISORS PVT LTD	Bulk	NSE	Sell	1,57,368	₹933.99	₹14.70 Cr

1–10 of 13

1 / 2

Bulk deals are a client trading over 0.5% of the equity in a session, aggregated across their trades; block deals are single negotiated trades in the exchange’s block window. Each is reported by the exchange it was crossed on, so NSE and BSE rows are separate trades rather than the same trade twice.

Mr. ASHOK JAIPURIAExecutive Director-Chairperson-MD
Pankaj PoddarChief Executive Officer
Mr. ANIL KUMAR JAINExecutive Director
Mrs. YAMINI KUMARExecutive Director
Neeraj JainChief Financial Officer
Mrs. ALPANA PARIDANon-Executive - Independent Director
Mr. HOSHANG NOSHIRWAN SINORNon-Executive - Non Independent Director
Mr. PRATIP CHAUDHURINon-Executive - Independent Director
Mr. RAKESH NANGIANon-Executive - Independent Director
Mr. ANIL WADHWANon-Executive - Independent Director
Mr. ARJUN SINGHNon-Executive - Independent Director

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F&O

Current futures and options contracts with compact option-chain pages.

Not in the F&O segment

Only about 210 stocks have listed futures and options. Contracts appear here for those, refreshed after each close.

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Fund holders

Mutual-fund schemes that disclosed a holding in the company.

Portfolio month

Schemes holding

across 1 fund houses

Held by these funds

0.5%

of the company's equity

All mutual funds

0.01%

shareholding pattern, Jun 2026

Portfolios as of

August 2026

compared with July 2026

2 schemes

		Shares
IB60-Groww Small Cap Fund	Groww Mutual Fund	93,101	8.65	1.13%	0.355%	+73,711
IB29-Groww Multicap Fund	Groww Mutual Fund	37,906	3.52	0.24%	0.145%	+14,850

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Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

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Events

Upcoming dates and the company’s corporate-action history.

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Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

101 announcementsExport CSV

30 Sept 2026, 11:31 amCompany Update

Announcement under Regulation 30 (LODR)-Newspaper Publication

Newspaper Publication PDF

29 Sept 2026, 5:24 pmInsider Trading / SAST

Closure of Trading Window

Closure of Trading Window PDF

29 Sept 2026, 5:22 pmCompany Update

Announcement under Regulation 30 (LODR)-Press Release / Media Release

Press Release / Media Release PDF

29 Sept 2026, 5:20 pmCompany Update

Announcement under Regulation 30 (LODR)-Acquisition

Acquisition PDF

18 Sept 2026, 5:21 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Analyst / Investor Meet PDF

20 Aug 2026, 4:29 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Analyst / Investor Meet PDF

14 Aug 2026, 3:17 pmCompany Update

Announcement under Regulation 30 (LODR)-Earnings Call Transcript

Earnings Call Transcript PDF

7 Aug 2026, 6:03 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Analyst / Investor Meet PDF

Date	Category	Subject	Filing
30 Sept 2026, 11:31 am	Company Update Newspaper Publication	Announcement under Regulation 30 (LODR)-Newspaper Publication	PDF
29 Sept 2026, 5:24 pm	Insider Trading / SAST Closure of Trading Window	Closure of Trading Window	PDF

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Ratio	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	—	33.2%	38.7%	38.4%	33%	32.3%	35%	35.2%
EBITDA margin %	5%	11.8%	17.2%	18.8%	12.5%	7.1%	9.9%	10.5%
EBIT margin %	5%	8.9%	14.6%	16.7%	10%	3.6%	6.5%	6.8%
PAT margin %	2.8%	5.2%	10.4%	13.1%	8%	2.4%	4.6%	4.3%
Working capital
Receivable days	35	32	30	26	24	37	39	40
Inventory days	49	68	98	108	95	106	117	110
Payable days	36	—	53	71	94	143	139	140
NWC days	49	—	75	63	25	-0	17	10
Leverage
Current ratio	1.13	1.13	1.29	1.6	1.33	1.19	1.25	1.23
Debt to EBITDA	6.55	2.54	1.94	1.42	2.33	5.34	4.71	4.14
Debt to equity	1.03	0.89	0.89	0.68	0.69	0.73	0.93	0.98
Interest coverage	2.3	4.1	8.9	14	6.5	1.8	2.6	2.5
Asset turnover	1.15	1.15	1.08	1.1	0.98	0.73	0.7	0.78
Return ratios
Return on assets %	3.3%	5.9%	11.1%	14.4%	7.8%	1.8%	3.2%	3.3%
Return on capital employed %	10.5%	17.7%	28.7%	34.1%	17.9%	7.2%	10%	11.6%
Return on equity %	9%	15.3%	27.7%	33.3%	18.8%	4.6%	9.1%	9.6%

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Epl LimitedEPLEPL	₹7,443 Cr	₹8,152 Cr	₹5,043 Cr	₹1,000 Cr	20.3%	₹388 Cr	8.3%	19.5%	14.9%	97
Agi Greenpac LimitedAGIAGI	₹5,116 Cr	₹5,355 Cr	₹2,763 Cr	₹628 Cr	22.3%	₹362 Cr	13.2%	18.6%	15.6%	188
Uflex LimitedUFLEXUFLEX	₹4,692 Cr	₹14,545 Cr	₹16,866 Cr	₹2,302 Cr	12.2%	₹682 Cr	2.1%	8.6%	4.1%	89
Tcpl Packaging LimitedTCPLPACKTCPLPACK	₹3,574 Cr	₹4,148 Cr	₹1,872 Cr	₹299 Cr	16.2%	₹115 Cr	5.4%	22.4%	14.4%	98
Polyplex Corporation LimitedPOLYPLEXPOLYPLEX	₹3,228 Cr	₹4,145 Cr	₹7,601 Cr	₹592 Cr	4.9%	₹155 Cr	0.6%	1.1%	1.1%	147
Jindal Poly Films LimitedJINDALPOLYJINDALPOLY	₹2,863 Cr	₹6,866 Cr	₹2,152 Cr	₹-613 Cr	-20.2%	₹-989 Cr	-36.6%	-2%	-29.6%	81
Xpro India LimitedXPROINDIAXPROINDIA	₹2,670 Cr	₹2,959 Cr	₹535 Cr	₹50 Cr	6.3%	₹33 Cr	3.9%	3.9%	2.8%	80
Knack Packaging LimitedKNACKKNACK	₹2,211 Cr	₹2,404 Cr	₹736 Cr	₹133 Cr	18.1%	₹74 Cr	10%	47.1%	41.5%	—
Mold-Tek Packaging LimitedMOLDTKPACMOLDTKPAC	₹2,187 Cr	₹2,231 Cr	₹631 Cr	₹121 Cr	19.1%	₹64 Cr	10.1%	24.3%	17.9%	148
Cosmo First LimitedCOSMOFIRSTCOSMOFIRST	₹2,166 Cr	₹3,752 Cr	₹4,004 Cr	₹428 Cr	10.5%	₹167 Cr	4.3%	11.6%	10.1%	10
Huhtamaki India LimitedHUHTAMAKIHUHTAMAKI	₹1,757 Cr	₹1,859 Cr	₹2,610 Cr	₹225 Cr	7.7%	₹136 Cr	4.8%	12.3%	9.5%	26
Arrow Greentech LimitedARROWGREENARROWGREEN	₹1,306 Cr	₹1,306 Cr	₹247 Cr	₹86 Cr	32.2%	₹64 Cr	23.6%	30.4%	22.4%	141

₹ Cr	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	245	50	82	143	240	335	481	465	245	166	397
	-106	-221	-123	-90	-106	-105	-447	-325	-235	-420	-361
	-135	167	62	-35	-165	-193	-52	-153	-19	247	-3
Net cash flow	4	—	—	—	—	37	-18	-13	-8	-6	33
Free cash flow	163	-172	82	52	190	261	198	85	-52	-336	-15
CFO / Operating profit %	—	37.5%	61.9%	133%	92.1%	85.6%	84.2%	121.7%	133.8%	57.8%	103.4%

Cosmo First Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Segment results

Ratios

Shareholding

F&O

Not in the F&O segment

Fund holders

Documents

Announcements

Events

Announcements

Not in the F&O segment

Announcements

Annual reports

Investor Presentation and earnings call

21

1

1

Segment results

Compounded sales growth

Compounded profit growth

Return on equity

OTHERS · revenue

Cosmo First Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Segment results

Ratios

Ratio timeline

Shareholding

Quarterly record

Insider dealing

Bulk & block deals

Board and management

F&O

Not in the F&O segment

Fund holders

Documents

Announcements

Events

Announcements

Ratio timeline

Not in the F&O segment

Quarterly record

Insider dealing

Bulk & block deals

Board and management

Announcements

Annual reports

Investor Presentation and earnings call

Dividends21

Board meetings1

Bonus issues1

Profit & loss

Balance sheet

Segment results

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

OTHERS · revenue

21

1

1