COSMO FIRST LIMITED — Investor Meet, 14-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Cosmo First saw Q1 FY27 consolidated sales up 46% YoY to Rs 1,166 Cr; EBITDA grew 26% to Rs 147 Cr. All B2B businesses are now profitable. Management targets 20% overall topline growth and 60% for new businesses in FY26-27. Focus is on leveraging past capex to improve ROCE (15-20% target) and reduce net debt below 2x EBITDA in 12 months. Specialty film sales are growing (12% in Q1) with new products and patents. Rigid packaging and Petcare (Zigly) show robust growth, aiming for profitability. The company is confident in its strategic shift towards high-margin segments and operational efficiency.