Cosmo First Limited
NSE: COSMOFIRST · Packaging · sector
₹734.30NSE close 2026-10-26
Key numbers
Market cap₹1,928 cr
Price₹734.30
52w high / low₹996 / ₹561
P/E11.4xSector median 16.2x
P/B1.2xSector median 1.4x
Book value₹615.9
Dividend yield0.54%Sector median 0.58%
ROE10.8%Sector median 9.8%
ROCE11.4%Sector median 11.6%
OPM10.5%Sector median 9.2%
Debt / equity0.98xSector median 0.39x
EV/EBITDA7.3xSector median 7.7x
Interest cover2.5x
Current ratio1.23x
Sales growth 3y+5.9%Sector median +4.7%
Profit growth 3y-13.8%Sector median +0.8%
PEG–
Last 12 months to Jun 2026, Consolidated. "Sector median" = middle value of 63 companies in Packaging (P/E median leaves out loss-making companies). Tap ? for what a number means.
Things to know
- Cash ₹427 cr vs borrowings ₹1,586 cr (FY26): borrowings are higher by ₹1,159 cr.
- Borrowings rose in each of the last 3 years (₹890 cr → ₹1,586 cr).
- Operating profit covered interest 2.5x in the last 12 months.
- No promoter shares are pledged.
- Operating cash flow was below net profit in 0 of the last 5 years.
- Revenue was higher than a year earlier in 4 of the last 4 quarters.
- Other income was 53% of net profit in the last 12 months.
- Dividend paid in 4 of the last 5 financial years.
- Price ₹734.30 on 2026-10-26: -26.3% from the 52-week high, +30.9% from the 52-week low.
Plain facts from the filings, built by the same fixed rules for every company. A line appears only when the data for it is available. Not a view on the stock.
Charts
Weekly close · high ₹1,223.20 · low ₹537.90
RevenueNet profit
RevenueNet profit
Quarterly results
| ₹ cr | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 759 | 701 | 746 | 800 | 919 | 899 | 1,021 | 1,166 |
| EBITDA | 87 | 63 | 70 | 92 | 103 | 68 | 113 | 136 |
| OPM % | 11.5% | 9.0% | 9.4% | 11.5% | 11.2% | 7.6% | 11.1% | 11.7% |
| Other income | 20 | 23 | 15 | 24 | 25 | 35 | 17 | 11 |
| Net profit | 46 | 30 | 27 | 43 | 47 | 30 | 37 | 54 |
| EPS (₹) | 17.65 | 11.38 | 10.47 | 16.60 | 18.07 | 11.40 | 14.24 | 20.71 |
| Revenue YoY | +21.1% | +28.3% | +36.8% | +45.7% | ||||
| Profit YoY | +2.1% | -0.2% | +36.2% | +25.4% |
Consolidated figures where filed. Latest quarter Jun 2026.
Profit & loss (yearly)
| ₹ cr | FY22 | FY23 | FY24 | FY25 | FY26 | TTM |
|---|---|---|---|---|---|---|
| Revenue | 3,038 | 3,065 | 2,587 | 2,895 | 3,639 | 4,004 |
| EBITDA | 571 | 382 | 183 | 288 | 376 | 420 |
| Net profit | 397 | 244 | 62 | 133 | 156 | 167 |
| EPS (₹) | 221.56 | 90.86 | 23.99 | 51.46 | 60.31 | 64.42 |
| Revenue growth | +0.9% | -15.6% | +11.9% | +25.7% | +33.2% | |
| Profit growth | -38.5% | -74.5% | +114.5% | +17.0% | +14.8% | |
| Dividend / share (₹) | 35.00 | – | 5.00 | 3.00 | 4.00 |
| Compounded growth | 3 years | 5 years | Last 12 months |
|---|---|---|---|
| Sales | +5.9% | +9.8% | +33.2% |
| Net profit | -13.9% | -8.0% | +14.8% |
| EPS | -12.8% | -13.8% | – |
| Share price | – | -0.2% (2y) | -13.2% |
Balance sheet
| ₹ cr | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Shareholders' equity | – | 1,298 | 1,348 | 1,466 | 1,617 |
| Borrowings | – | 890 | 978 | 1,357 | 1,586 |
| Cash & equivalents | – | 456 | 417 | 391 | 427 |
| Total assets | – | 3,128 | 3,528 | 4,125 | 4,695 |
| Fixed assets | – | 1,367 | 1,495 | 1,718 | 2,361 |
| Capital work in progress | – | 185 | 357 | 589 | 188 |
| Investments | – | 8 | 24 | 26 | 26 |
| Receivables | – | 200 | 261 | 313 | 398 |
| Inventory | – | 535 | 510 | 604 | 710 |
| Payables | – | 528 | 688 | 719 | 905 |
Year-end figures from the March annual filing.
Cash flow
| ₹ cr | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Cash from operations | 481 | 465 | 245 | 166 | 397 |
| Cash from investing | -447 | -325 | -235 | -420 | -361 |
| Cash from financing | -52 | -153 | -19 | 247 | -3 |
| Capex | 283 | 380 | 298 | 502 | 412 |
| Free cash flow | 198 | 85 | -52 | -336 | -15 |
Free cash flow = cash from operations − capex.
Ratios by year
| ₹ cr | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| ROE % | – | 18.8% | 4.6% | 9.1% | 9.6% |
| ROCE % | – | 16.4% | 7.0% | 9.3% | 10.7% |
| Debtor days | – | 24 | 37 | 39 | 40 |
| Inventory days | – | 95 | 106 | 117 | 110 |
| Payable days | – | 94 | 143 | 139 | 140 |
| Cash conversion cycle (days) | – | 25 | 0 | 17 | 10 |
| Working capital days | – | 39 | 31 | 39 | 35 |
Shareholding
| Holder | % (2026-09-30) |
|---|---|
| Promoters | 40.78% |
| FIIs | 3.00% |
| DIIs | 2.19% |
| of which Mutual funds | 0.55% |
| of which Insurance | 0.00% |
| Public (non-institutions) | 52.92% |
| Quarter | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters % | 40.98% | 40.98% | 40.98% | 40.86% | 40.86% | 40.78% | 40.78% | 40.78% |
| Promoter group | % |
|---|---|
| Ashok Jaipuria - Registered Owner C/o Gayatri& Annapurana - Beneficial Owner | 36.14% |
| Ashok Jaipuria | 2.07% |
| Ambrish Jaipuria | 1.06% |
| Fawkes Management (P) Ltd.-Registered Owner C/o Ashok Jaipuria Family Trust -Beneficial Owner | 1.05% |
| Yamini Kumar | 0.40% |
| Aanchal Jaipuria Bhandari | 0.03% |
| Pravasi Enterprises Ltd | 0.03% |
| Andheri Properties and Developers Private Limited | 0.00% |
| Fawkes Management Pvt Ltd - Registered Owner C/o Ashok Jaipuria Private Trust - Beneficial Owner | 0.00% |
| Public holders above 1% | % |
|---|---|
| Minaxi Bhalchandra Trivedi | 1.53% |
| Pankaj Poddar | 1.26% |
| Cosmo Films Esop 2015 Trust | 1.11% |
| Investor Education and Protection Fund Authority Ministry of Corporate Affairs | 1.10% |
37,315 shareholders. Pledged: 0.00% of promoter shares.
Peers in Packaging
| Company | Market cap | P/E | P/B | ROE | ROCE | OPM | Sales 3y | Div yield |
|---|---|---|---|---|---|---|---|---|
| EPL | ₹7,100 cr | 18.3x | 2.5x | 14.9% | 17.0% | 19.3% | +8.8% | 2.25% |
| AGI | ₹4,590 cr | 12.7x | 1.9x | 16.1% | 19.6% | 22.5% | +5.3% | 0.98% |
| UFLEX | ₹4,111 cr | 6.0x | 0.5x | 8.8% | 8.9% | 13.5% | +1.6% | 0.53% |
| TCPLPACK | ₹3,649 cr | 31.6x | 5.1x | 16.9% | 17.8% | 15.3% | +7.9% | 0.75% |
| JINDALPOLY | ₹2,976 cr | – | 1.0x | -27.6% | -17.5% | -78.1% | -14.4% | 0.87% |
| POLYPLEX | ₹2,943 cr | 18.9x | 0.7x | 3.9% | 6.9% | 7.8% | -2.5% | 1.55% |
| XPROINDIA | ₹2,278 cr | 69.0x | 3.0x | 4.8% | 5.2% | 9.3% | -0.4% | 0.20% |
| KNACK | ₹2,038 cr | – | – | – | – | – | – | – |
| MOLDTKPAC | ₹1,928 cr | 25.3x | 2.8x | 11.4% | 13.4% | 19.1% | +6.7% | 0.69% |
| COSMOFIRST | ₹1,928 cr | 11.4x | 1.2x | 10.8% | 11.4% | 10.5% | +5.9% | 0.54% |
Business segments (FY26)
| Segment | Revenue | Share | EBIT | Margin |
|---|---|---|---|---|
| PACKING FILMS | ₹3,439 cr | 90.2% | ₹418 cr | 12.2% |
| SPECIALITY CHEMICALS | ₹204 cr | 5.4% | ₹51 cr | 24.8% |
| OTHERS | ₹115 cr | 3.0% | ₹-33 cr | -28.5% |
| PETCARE | ₹55 cr | 1.4% | ₹-42 cr | -77.0% |
Dividends & corporate actions
| Ex-date | Action | Detail |
|---|---|---|
| 2026-07-22 | Dividend | Dividend - Rs 4 Per Share |
| 2025-07-28 | Dividend | Dividend - Rs 4 Per Share |
| 2024-07-26 | Dividend | Annual General Meeting/Dividend - Rs 3 Per Share |
| 2023-07-28 | Dividend | Annual General Meeting/Dividend - Rs 5 Per Share |
| 2022-12-13 | Buyback | Buy Back |
| 2022-06-21 | Other | Annual General Meeting |
| 2022-06-16 | Bonus | Bonus 1:2 |
| 2022-02-02 | Dividend | Interim Dividend - Rs 10 Per Share |
| 2021-09-27 | Dividend | Interim Dividend - Rs 25 Per Sh |
| 2021-07-15 | Other | Annual General Meeting |
| 2021-02-05 | Dividend | Interim Dividend - Rs 25 Per Share |
| 2020-11-06 | Buyback | Buyback |
| 2020-07-30 | Other | Annual General Meeting |
| 2020-02-20 | Dividend | Interim Dividend - Rs 15 Per Share |
| 2019-07-18 | Dividend | Annual General Meeting/ Dividend - Rs 6 Per Share |
| 2018-07-26 | Dividend | Annual General Meeting/Dividend- Rs 6 Per Share |
| 2017-07-27 | Dividend | Annual General Meeting/Dividend - Rs 10/- Per Share |
| 2016-08-18 | Other | Annual General Meeting |
| 2016-03-21 | Dividend | Interim Dividend - Rs 10/- Per Share (Purpose Revised) |
| 2015-07-30 | Dividend | Annual General Meeting / Dividend - Rs 3.50/- Per Share |
Documents
- Annual report FY26
- Annual report FY25
- Annual report FY24
- Annual report FY23
- Annual report FY22
- Announcements NSE filings
- BRSR FY26
- Latest results (data file) XBRL
- Announcements BSE filings
Links go to the original files on the exchange website.
About the company
- Manufacturing: Manufacturer of Flexible Packaging Films (including Value added oriented films for packaging, labels, lamination and industrial applications). The Company has three plants in India (2 in Maharashtra & 1 in Gujarat).
| Sector | Industrials |
| Industry | Packaging |
| Sub-industry | Packaging |
| Symbol | COSMOFIRST |
| BSE code | 508814 |
| ISIN | INE757A01017 |
| Face value | ₹10.0 |
| Incorporated | 1976-10-07 |
| Website | www.cosmofirst.com |
| Plants (India / abroad) | 3 / 0 |
From the company's filings (BRSR FY26).
Data built 2026-10-23 from NSE company filings (XBRL: Integrated Filing - Financials + financial results), NSE shareholding & pledge data; price = NSE close 2026-10-26.