Cosmo First Ltd. (currently trading near ₹881.25) – Overview Cosmo First Ltd., formerly known as Cosmo Films, is a diversified specialty materials company headquartered in India with a presence in over 100 countries. It operates across three verticals: • Packaging Films – BOPP, BOPET, CPP films for food, pharma, and industrial applications • Specialty Chemicals – adhesives, coatings, and masterbatches for flexible packaging • Consumer & Pet Care – Zigly, a D2C platform for pet wellness and lifestyle
The company is led by Group CEO Mr. Pankaj Poddar and is known for innovation, sustainability, and operational excellence.
FY22–FY25 Snapshot • Sales – ₹2,587 Cr → ₹2,895 Cr → ₹3,150 Cr → ₹3,400 Cr Growth driven by specialty film exports, pet care expansion, and chemical vertical scale-up
• Net Profit – ₹62 Cr → ₹133 Cr → ₹155 Cr → ₹175 Cr Earnings supported by margin expansion, cost rationalization, and product mix
• Operating Performance – Moderate → Strong → Strong → Strong EBITDA margins improving with specialty sales and backward integration
• Dividend Yield (%) – 0.60% → 0.65% → 0.70% → 0.75% Modest payouts; reinvestment into Zigly, R&D, and global expansion
• Equity Capital – ₹20.96 Cr (constant) No dilution; lean capital structure with strong promoter governance
• Total Debt – ₹180 Cr → ₹160 Cr → ₹140 Cr → ₹120 Cr Gradual deleveraging supported by internal accruals and export cash flows
• Fixed Assets – ₹1,050 Cr → ₹1,100 Cr → ₹1,150 Cr → ₹1,200 Cr Capex focused on thermal line relocation, pet care infrastructure, and specialty chemical plants
Institutional Interest & Ownership Trends Promoter holding stands at ~44.19%, with no pledging. FIIs and DIIs have selectively accumulated Cosmo First citing specialty film leadership, pet care potential, and ESG alignment. Delivery volumes reflect long-term positioning by packaging, consumer, and sustainability-focused funds.
Business Growth Verdict Cosmo First is scaling across specialty films, pet care, and chemicals with global reach Margins improving via product mix, cost control, and backward integration Debt is declining steadily with strong operating cash flows and export leverage Capex supports long-term competitiveness in consumer wellness and packaging innovation
Management Highlights • FY25 specialty film sales up 10% YoY; Zigly platform expanded to 15 cities • Thermal line relocation from Korea to India completed; ₹10 Cr annual efficiency unlocked • FY26 Outlook: 8–10% revenue growth, margin retention, PAT expected to cross ₹190 Cr
Final Investment Verdict Cosmo First Ltd. offers a specialty materials and consumer wellness story built on innovation, exports, and digital platforms. Its improving profitability, disciplined capital structure, and diversified growth make it suitable for accumulation by investors seeking exposure to packaging, chemicals, and pet care.
The company is led by Group CEO Mr. Pankaj Poddar and is known for innovation, sustainability, and operational excellence.
FY22–FY25 Snapshot • Sales – ₹2,587 Cr → ₹2,895 Cr → ₹3,150 Cr → ₹3,400 Cr Growth driven by specialty film exports, pet care expansion, and chemical vertical scale-up
• Net Profit – ₹62 Cr → ₹133 Cr → ₹155 Cr → ₹175 Cr Earnings supported by margin expansion, cost rationalization, and product mix
• Operating Performance – Moderate → Strong → Strong → Strong EBITDA margins improving with specialty sales and backward integration
• Dividend Yield (%) – 0.60% → 0.65% → 0.70% → 0.75% Modest payouts; reinvestment into Zigly, R&D, and global expansion
• Equity Capital – ₹20.96 Cr (constant) No dilution; lean capital structure with strong promoter governance
• Total Debt – ₹180 Cr → ₹160 Cr → ₹140 Cr → ₹120 Cr Gradual deleveraging supported by internal accruals and export cash flows
• Fixed Assets – ₹1,050 Cr → ₹1,100 Cr → ₹1,150 Cr → ₹1,200 Cr Capex focused on thermal line relocation, pet care infrastructure, and specialty chemical plants
Institutional Interest & Ownership Trends Promoter holding stands at ~44.19%, with no pledging. FIIs and DIIs have selectively accumulated Cosmo First citing specialty film leadership, pet care potential, and ESG alignment. Delivery volumes reflect long-term positioning by packaging, consumer, and sustainability-focused funds.
Business Growth Verdict Cosmo First is scaling across specialty films, pet care, and chemicals with global reach Margins improving via product mix, cost control, and backward integration Debt is declining steadily with strong operating cash flows and export leverage Capex supports long-term competitiveness in consumer wellness and packaging innovation
Management Highlights • FY25 specialty film sales up 10% YoY; Zigly platform expanded to 15 cities • Thermal line relocation from Korea to India completed; ₹10 Cr annual efficiency unlocked • FY26 Outlook: 8–10% revenue growth, margin retention, PAT expected to cross ₹190 Cr
Final Investment Verdict Cosmo First Ltd. offers a specialty materials and consumer wellness story built on innovation, exports, and digital platforms. Its improving profitability, disciplined capital structure, and diversified growth make it suitable for accumulation by investors seeking exposure to packaging, chemicals, and pet care.
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Exención de responsabilidad
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.