Cosmo First share price today

Cosmo First Ltd's share price was ₹806.05 at the close on 6 November 2026. It has been rising for 18 weeks. That is 0.4% below its average price over the last 200 trading days. In the last 52 weeks it traded between ₹577 and ₹938, and at that close it sat 63% of the way up from that low.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today Cosmo First Ltd is in stage 2. The phase helps read everything below.

Over the past 13 weeks it has done worse than the NIFTY 500, and it has been behind for 4 weeks running.

Over the last 11 years the share price moved +357% while the NIFTY 500 moved +251%, so it is ahead of the index over that whole period. It was last ahead over 13 weeks in the week of 9 October 2026. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

Three changes stood out: revenue up on a year earlier for 9 quarters in a row, indian funds and insurers (DIIs) raised their stake for 4 quarters in a row and highest quarterly profit in 15 quarters.

1. Revenue up on a year earlier for 9 quarters in a row

   In the June 2026 quarter revenue was ₹1,166 crore, +45.8% on a year earlier.

2. Indian funds and insurers (DIIs) raised their stake for 4 quarters in a row

   From 0.5% to 2.2% of the company by the September 2026 quarter.

3. Highest quarterly profit in 15 quarters

   Profit of ₹54 crore in the June 2026 quarter is the highest of the last 15 quarters.

   Why: Profit rose because the company sold more, sold more higher priced specialty films and made better margins on base films.

   Next results: check whether wear and tear charges and interest on new plants still slow the profit gain.

   From the earnings call on 7 Aug 2026.

For April to June 2026 (the quarter ended 30 June 2026), Cosmo First reported revenue of ₹1,166 crore, up 45.8% from ₹800 crore a year earlier, and a profit of ₹54.0 crore, up 25.6% from ₹43.0 crore.

Cosmo First results: April to June 2026 against a year earlier

The next results, for July to September 2026, are due by 14 November 2026: listed companies must publish quarterly results within 45 days of the quarter's end (60 days for the January to March quarter).

Cosmo First's management discussed these results on a call held on 7 August 2026; what it said is further down this page.

From the company's reported quarterly results (quarter ended 30 June 2026). Revenue and profit in ₹ crore.

Cosmo First closed at ₹806.05 on 6 November 2026, down 7.9% from ₹875.60 a year earlier (7 November 2025) and down 25.9% over five years. Its highest weekly close since March 2016 was ₹1,377.67 on 8 April 2022.

Cosmo First share price: then and now

Weekly closing prices, adjusted for splits and bonuses so every price is on today’s share count. Each change is the move from that price to the 6 Nov 2026 close. A day's intraday high or low can go beyond these weekly closes.

564 weekly closes from 11 March 2016 to 6 November 2026.

6 Nov 2026: Cosmo First closed at ₹806.05, up 12.9% on the week and down 0.9% on the month. Our read, 22 Aug 2026: Cosmo First is completing a 1,200 crore capital spending cycle, driving volume growth and margin recovery as high-margin specialty films and chemical adjacencies expand while free cash flow pivots to deleveraging.

Earlier

• 7 Aug 2026: Cosmo First held its results call for April to June 2026. Management guided: FY27 consolidated top-line growth close to 20%, new businesses close to 60%, commensurate bottom-line growth and US film growth 25-30%.
• 22 Jul 2026: ex-date for a dividend of ₹4 a share.
• Results for April to June 2026: Revenue up 45.8% and profit up 25.6% on a year earlier.

Our read of the business

The company completed its 1,200 crore capital spending program, ramping its 81,000 MT BOPP line to achieve 15% lower variable production costs. Specialty film mix reached 61% and specialty chemicals delivered 25% operating margin, insulating blended earnings from commodity film spread volatility. With annual capital spending dropping below 100 crore in FY27, operating cash flow of 397 crore converts to free cash flow, aiming for net debt below 2.0x operating profit within 12 months.

April to June 2026: Specialty Mix Hits 61% as Consolidated Sales Surge 45.8% on a year earlier.

Our read after the April to June 2026 results, written 22 August 2026.

Cosmo First paid ₹4 a share in regular dividends in the 12 months to 7 November 2026 (1 payment), a yield of 0.50% at the ₹806.05 close on 6 November 2026. The last was a dividend of ₹4 a share, ex-date 22 July 2026.

Cosmo First dividends since 1 April 2021

Amounts as the company declared them on the NSE. A dividend goes to whoever owns the shares before the ex-date.

Yes. Cosmo First Ltd paid out 7% of its profit as dividends in FY26, and it paid a dividend in 12 of its last 13 reported years. One of those years shows a negative figure because profit itself was negative.

From the NSE corporate-actions record, read 7 November 2026.

On the call for April to June 2026, held on 7 August 2026, Cosmo First's management guided: FY27 consolidated top-line growth close to 20%, new businesses close to 60%, commensurate bottom-line growth and US film growth 25-30%.

Neeraj Jain, on the call for April to June 2026

What management guided

• ROCE 15-20% over 12-24 months; net debt/operating profit below 2x within 12 months and ₹400-500 crore debt reduction over 2 years.
• Film specialty mix approximately 67-68% next year, 70% objective; remaining capacity to be utilized over the next 2 quarters, with 85-90% specialty capability.
• Specialty Chemicals growth around 50% in FY27; ₹400-500 crore FY30 goal likely surpassed by FY29.
• Plastech capacity +50% over the next 2 quarters with minimal capital spending; revenue ₹150-160 crore this year, above ₹200 crore next year and above ₹250 crore with new capacity; double-digit profitability by year-end.

Management’s own plans and goals, from our notes of the call. A plan is not a result.

Source: the call transcript.

From the call for April to June 2026, 7 August 2026.

What is changing at Cosmo First, from the latest results and calls: 81,000 mt bopp line operating leverage, specialty film mix expansion toward 70% and b2b adjacency scaling in chemicals and rigid packaging.

• 81,000 MT BOPP Line Operating Leverage. Ramping the new 81,000 MT line achieves 15% lower variable cost and dilutes fixed manufacturing overhead. ✓ fact
• Specialty Film Mix Expansion toward 70%. Increasing value-added specialty mix to 70% insulates gross margins from commodity spread cycles. ✓ fact
• B2B Adjacency Scaling in Chemicals and Rigid Packaging. Specialty Chemicals and Cosmo Plastech expand high-margin revenue streams independent of core flexible film spreads. ✓ fact
• Capital spending Cliff and Deleveraging Engine. Completion of the 1,200 crore capital spending cycle converts 397 crore operating cash flow into rapid debt reduction. ✓ fact

We check 16 kinds of change in every company, such as costs spread over more sales, higher-value products, new orders, new regions or falling debt, against its reported numbers and what management said on its calls. Only changes the numbers back are shown.

Our read after the April to June 2026 results, written 22 August 2026.

Specialty film mix falling below 55% of volume for two consecutive quarters while domestic commodity BOPP gross margins remain depressed below 15 rupees per kilogram, preventing net debt from declining below 2.2x operating profit.

Each change stops working if

• 81,000 MT BOPP Line Operating Leverage: Domestic demand decelerates sharply or capacity utilization drops below 70% due to persistent supply gluts.
• B2B Adjacency Scaling in Chemicals and Rigid Packaging: Specialty chemicals raw material inflation cannot be passed on to external clients or rigid packaging utilization stalls.
• Capital spending Cliff and Deleveraging Engine: Working capital requirements expand significantly or management initiates unannounced major capital expenditure projects.

The main risks

• Domestic BOPP and BOPET Capacity Additions: Addition of 7 to 8 new industry film lines in India over three years could compress commodity spreads. ⚠ estimate
• Elevated Debt Service and Interest Cost Sensitivity: Total borrowings of 1,680 crore create 149 crore annual interest burden, moderating net profit conversion. ⚠ estimate
• Gestation Drag from Consumer Ventures: Operating spending on Zigly and Cosmo Consumer absorb managerial focus and require marketing cash outlays. ⚠ estimate
• Port Congestion and US Tariff Settlement Uncertainty: Global shipping disruptions and pending customer tariff settlements may create quarterly earnings volatility. ⚠ estimate

Our read after the April to June 2026 results, written 22 August 2026.

When Cosmo First reports July to September 2026, these are the 3 checks that show whether the story is still on course. First: Specialty-film mix and export-volume recovery after port normalization - check whether product innovation and logistics convert available capacity into reported growth.

Cosmo First is not on any of our India lists this week.

Cosmo First Ltd earned ₹54.0 Cr of net profit in the Jun 2026 quarter, +25.6% on the same quarter a year earlier. That is the 2nd quarter in a row of profit growth. Full-year FY26 profit was ₹156 Cr. Over 10 years profit has grown 5.0% a year on average. That is 4.6% of the quarter's revenue.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

The same quarter a year earlier earned ₹43.0 Cr.

For the full year, FY26 profit was ₹156 Cr (+17.3% on the year before).

Why profit moved: revenue changed +45.8% on a year earlier and the margin moved +1.0 percentage points. Sales did the work, and the margin was about flat.

On average over the last four quarters, profit changed +16.2% and revenue +33.0%. Profit is growing slower than sales: rising costs are taking part of the growth.

FY26-Q4. revenue ₹1,021 Cr and profit ₹37 Cr as reported.

FY27-Q1. revenue ₹1,166 Cr and profit ₹54 Cr as reported.

Why-sources: our stock research file (22 August 2026) and the company’s own results for those quarters.

Cosmo First Ltd reported ₹1,166 Cr of revenue in the Jun 2026 quarter, +45.8% on the same quarter a year earlier. That is the 9th quarter in a row with growth on the year before. Over 10 years it has grown 8.4% a year on average. The last full year, FY26, came in at ₹3,639 Cr.

Revenue is everything the company billed its customers in the period.

The last four reported quarters add to ₹4,005 Cr.

FY26 revenue was ₹3,639 Cr, +25.7% on the year before.

Recent pace: the last four quarters grew +33.0% on average, against 8.4% a year over the longer run, so this year is growing faster than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +33.2%, against +23.6% a year over the last 8 quarters (accelerating); profit over the last 12 months grew +15.1%, against +45.8% a year (rolling over).

FY26-Q4. revenue ₹1,021 Cr and profit ₹37 Cr as reported.

FY27-Q1. revenue ₹1,166 Cr and profit ₹54 Cr as reported.

Why-sources: our stock research file (22 August 2026) and the company’s own results for those quarters.

Cosmo First Ltd's operating margin was 12.0% in the Jun 2026 quarter, 1.0 percentage points higher than the same quarter a year ago. Across 13 years it has been between 6.0% and 19.0%. The latest quarter is within that range.

Operating margin is what is left from every ₹100 of sales after the costs of running the business, before interest and tax. It shows pricing power and cost control.

Why this happened. The commissioning and ramp-up of the 81,000 MT BOPP production line expands total capacity and lowers unit production expenses by 15% relative to legacy lines. In Q1 FY27, film utilization reached 85%, driving consolidated revenue up 45.8% YoY to 1,166 crore. As production shifts toward higher line speeds and continuous runs, fixed depreciation of 38 crore per quarter is distributed over expanding tonnage.

Why the margin moved: operating margin changed +0.2 percentage points on the year while gross margin changed −2.1 points. So the gain came mostly from the gross margin, which means input costs and prices charged.

FY26-Q4. revenue ₹1,021 Cr and profit ₹37 Cr as reported.

FY27-Q1. revenue ₹1,166 Cr and profit ₹54 Cr as reported.

Why-sources: our stock research file (22 August 2026) and the company’s own results for those quarters.

Over the last 3 years, 230% of Cosmo First Ltd's reported profit came in as cash from its operations, so the profit is backed by cash. In FY26 it brought in ₹397 Cr of operating cash against ₹156 Cr of profit. After ₹395 Cr of spending on assets, ₹2.0 Cr was left over as free cash.

The profit and loss account shows what was earned. The cash-flow statement shows the cash that actually came in. Comparing operating cash flow with profit is one of the best checks that a profit is real.

Cash-flow figures here are yearly, because quarterly cash statements are not published, so this section changes once a year.

Why 230% of profit came in as cash: the cash cycle got 65 days shorter between FY21 and FY26, so cash that used to wait in the business now arrives sooner.

What to look at next: the bigger use of cash is spending on new assets, at 4.2× depreciation over three years. The next section checks what that spending is building.

Cosmo First Ltd's cash cycle, the days between paying suppliers and getting paid by customers, was 10 days in FY26, down from 75 days in FY21. It spent ₹1,381 Cr on assets over the last 3 years. Customers take 40 days to pay, and stock sits for 110 days on average.

Working capital is the cash tied up between paying suppliers and getting paid. Debtor days: how long customers take to pay. Inventory days: how long stock sits. The cash cycle: the whole loop, in days of sales.

At FY26 sales of ₹3,639 Cr, each day of that cycle ties up about ₹10.0 Cr, so roughly ₹100 Cr is tied up in the business at any time.

FY26: customers took 40 days to pay and stock sat for 110 days, about 3.6 months of sales sitting as stock, for a full cycle of 10 days, shorter than FY21's 75.

The full loop: cash goes out to suppliers and production on day 0. Stock sits for 110 days. Customers pay about 40 days after that. Suppliers are paid at 140 days. Together that makes the 10-day cycle.

Spending on assets: ₹1,381 Cr over the last 3 years, against ₹326 Cr of depreciation (the yearly wear and tear on existing assets). So it is building well beyond replacing what wears out. Work still in progress is ₹189 Cr (FY26): assets paid for that are not earning yet.

In short: the cash is going into new capacity, not getting stuck in the daily cycle. The question is whether the new capacity earns.

Cosmo First Ltd's P/E is 12.3×, near the high end of its own history: higher than 75% of past readings. Its usual P/E (the middle reading) is 8.0×, over 11 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

P/E is the share price divided by a year's profit per share: how many rupees the market pays for each rupee of yearly profit.

The P/E here, and its history, use a profit figure that can leave out one-off items, so it can differ from a P/E worked out on the quarterly results. Those results' earnings per share for the four quarters to Jun 2026 add up to ₹63.57.