Cosmo First Limited announced its financial results for the first quarter of FY26, delivering a strong performance driven by higher volumes, better margins, and operational efficiencies.

For Q1 FY26, the Company reported net revenue of Rs. 800 crore, up from Rs. 690 crore in Q1 FY25 and Rs. 746 crore in the preceding quarter.

EBITDA rose sharply to Rs. 116 crore, representing a margin of 14.5 per cent, compared to Rs. 84 crore (12.2% margin) in Q1 FY25 and Rs. 85 crore (11.4% margin) in Q4 FY25. This growth was supported by a 19 per cent increase in volumes, improved BOPP film margins, and cost rationalization benefits of Rs. 4 crore, alongside enhanced performance from the Specialty Chemicals subsidiary.

PAT surged to Rs. 43 crore, versus Rs. 31 crore in the same quarter last year, with EPS (not annualized) at Rs. 17 against Rs. 12 in Q1 FY25.

The Company’s new BOPP film line, operational since early June 2025, is expected to add nearly 45 per cent to its BOPP capacity. The recently launched Sunshield window film, which began production in May 2025, has already built a strong market presence with over 50 distributors.

Over the past three years, Cosmo First has made significant investments in BOPP, CPP, and window film capacities. With all these facilities now operational, the Company expects a substantial ramp-up in revenue and profitability in the coming years. The latest production lines are among the most cost-efficient in the industry, enhancing the Company’s competitiveness.

The Specialty Chemicals subsidiary continued to gain traction, delivering Rs. 12 crore EBITDA on a topline of Rs.49 crore in Q1 FY26.

Commenting on the results, Pankaj Poddar, Group CEO, Cosmo First Ltd, said: “We are ramping up production on our new BOPP line, and in FY26, our focus will be on fully leveraging these recent investments, driving growth in specialty films, and further reducing costs. Profitability will remain a key focus across all verticals, including Specialty Chemicals, Cosmo Consumer (Window Films, PPF films, and Ceramic Coatings), and Cosmo Plastech (Rigid Packaging).”