COSMOFIRSTIndustrials

COSMO FIRST LIMITED

Packaging · ISIN INE757A01017 · BSE 508814 · NSE EQ · FV ₹10
Last price
₹795
+3.69%today
What this company does

COSMO FIRST LIMITED operates in Packaging, part of the Industrials sector. It booked ₹1,388 cr of revenue in its latest quarter (Q2 FY27) and kept 7.1% of sales as profit. It is the 9th largest of 9 Packaging companies we track, by market value.

“Cosmo Films is one of the most preferred global brands offering value-added BOPP films for packaging, labels, lamination, and industrial applications.”
In the report:
63out of 100
Equitytale Health Score
Mixed

Healthier than 63% of companies in Industrials, on all six measures of filed financials. Each measure is ranked against the 125–284 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
44

At close. Not part of the score.

Profitability & returns72

How much profit it earns on the money it employs

Balance sheet26

How much it owes, and whether earnings cover the interest

Cash quality65

Whether reported profit actually arrives as cash

Growth & consistency52

Whether sales and profit have grown, and how steadily

Valuation84

What today's price implies, against our models or its peers

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Is this company doing well?
not investment advice
Strengths
✓ Makes a profit
✓ Sales up 51% vs last year
✓ Profit up 111% vs last year
✓ Promoters hold 41%
✓ No promoter shares pledged
✓ Strong 22% return on equity
✓ Turns profit into real cash
Watch-outs
! Thin 7.1% net margin

What if I invest in COSMOFIRST?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 10% a year, it would become
₹20.15 lakh

The starting rate is a round number, not a view on this company — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹795▲ +3.69%
latest close · 2026-11-04
1-year return
-21.9%
52-wk low ₹70052-wk high ₹1,428
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio5.2Low
LowAverageHigh
P/B ratio1.18Moderate
Below bookModerateHigh
EV / EBITDA5.0Low
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity22.3%Strong
WeakFairStrong ▸15%
Return on capital17.0%Strong
WeakFairStrong
Net margin7.1%Decent
ThinDecentStrong
EBITDA margin12.8%Decent
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.85Moderate
LowModerateHigh ▸1
Interest cover3.5×Okay
RiskyOkayStrong ▸5×
Current ratio1.23Healthy
Tight ◂1HealthyAmple
More figures
Market cap
₹2,087 cr
Book value
₹673
EPS
₹37.98
latest quarter
Net debt
₹1,488 cr
owes more than its cash
Enterprise value
₹3,575 cr
EBITDA
₹708 cr
annualised
EBIT
₹553 cr
annualised
Operating margin
10.0%
Return on assets
7.8%
Earnings yield
19.11%
P/S
0.38
Sales / share
₹2,114.8
Tax rate
-0.4%
Face value
₹10
Shares
2.6 cr
Working capital
₹416 cr
Current assets
₹2,223 cr
Current liabilities
₹1,807 cr
Delivery %
50.5%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-11-04.

Worth vs price · from the FY 2026 report & filings
not investment advice
Hard to value confidentlyLow confidence
It earns about 9% on its capital — below the ~14% return we'd require to fund it — so a low price is likely justified, not a bargain.
Models span ₹424–₹949, midpoint ₹839

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q2 FY27 (consolidated)
Revenue from Operations₹1,388 cr
Other Income₹34 cr
Total Income₹1,422 cr
Cost of Materials₹965 cr
Purchases of Stock-in-Trade₹13 cr
Inventory Change (±)₹-5 cr
Employee Benefit Expense₹100 cr
Finance Costs₹40 cr
Depreciation & Amortisation₹39 cr
Other Expenses₹171 cr
Total Expenses₹1,323 cr
Exceptional Items₹-15 L
Profit before Tax₹98 cr
Tax Expense₹-39 L
Net Profit₹99 cr
Net margin on total income6.9%
Where the money goes · Q2 FY27
% of total income
Materials + stock-in-trade₹973 cr68.4%
Employee benefit expense₹100 cr7.1%
Finance costs₹40 cr2.8%
Depreciation & amortisation₹39 cr2.7%
Other expenses₹171 cr12.0%
Profit for the period₹99 cr6.9%
Total income ₹1,422 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ4 FY26Q1 FY27Q2 FY27
Revenue1,021 cr1,166 cr1,388 cr
Total income1,038 cr1,177 cr1,422 cr
Expenses973 cr1,106 cr1,323 cr
Profit before tax58 cr71 cr98 cr
Tax21 cr17 cr-39 L
Net profit (owners' share)37 cr54 cr99 cr
Net margin (owners' share, on revenue)3.6%4.6%7.1%
EPS (₹)14.2420.7137.98
YoY (latest quarter): total income +50.5% · net profit +111.1%
Balance sheet & cash flow · as of Sep 2026
Moderate debt
Total assets
₹5,051 cr
Shareholder equity
₹1,767 cr
parent shareholders
Total debt
₹1,509 cr
Cash
₹21 cr
Cash flow · H1 FY27
Operating
₹256 cr
Investing
₹-122 cr
Financing
₹-165 cr
Peer comparison
Packaging · by market value
CompanyPriceMarket capP/E
EPL Limited₹225₹7,213 cr18.3
AGI Greenpac Limited₹632₹4,087 cr15.4
UFLEX Limited₹559₹4,035 cr2.4
TCPL Packaging Limited₹4,188₹3,811 cr23.8
Jindal Poly Films Limited₹700₹3,065 cr8.8
Polyplex Corporation Limited₹907₹2,846 cr7.8
Xpro India Limited₹997₹2,339 cr73.7
Knack Packaging Limited₹187₹2,283 cr22.5
COSMO FIRST LIMITEDthis company₹767₹2,013 cr5.0
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
0.50%
trailing 12 months
Dividend / share (TTM)
₹4
Last dividend
₹4
ex 22 Jul 2026
ActionDetailEx-date
Dividend₹4 / share22 Jul 2026
Dividend₹4 / share28 Jul 2025
Dividend₹3 / share26 Jul 2024
Dividend₹5 / share28 Jul 2023
BuybackBuy Back13 Dec 2022
Bonus issue2:116 Jun 2022
Who owns it · 2026-09-30
No pledge
Promoter
40.8%
FII / Foreign
3.0%
DII / Domestic
2.2%
Retail / others
52.9%
Promoter stake down 4.3% over the last 12 quarters.
Smart-money activity
Insider trades
SoldCOSMO FILMS ESOP TRUST 2015 · Other11,250 · ₹32.5 L13 Mar 26
SoldCOSMO FILMS ESOP TRUST 2015 · Other48,750 · ₹4.9 L10 Mar 26
SoldCOSMO FILMS ESOP TRUST 2015 · Other4,541 · ₹7.2 L1 Oct 25
Bulk / block deals
short— · NSE23 Sep 26
short— · NSE20010 Aug 26
short— · NSE109 Sep 25
Stake changes
SoldGayatri & Annapurna · promoter→ 36.14% · 8.00 L16 Dec 24
What shareholders were asked to approve
1 proposal passed only on promoter votes

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Yearly shareholder meeting · 4 Aug 2025
See the official result
1
To receive, consider and adopt the Audited Financial Statements of the Company including Balance Sheet as at March 31, 2025, the Statement of Profit and Loss and Cash Flow Statement for the year ended on that date and the Reports of the Board of Directors and Auditors thereon.
Backed by 100% of shareholders other than promotersneeded 50%
18.54 L votes for, 620 against · 0% of mutual funds and other big investors said no
2
To declare Dividend on Equity Shares.
Backed by 100% of shareholders other than promotersneeded 50%
18.67 L votes for, 581 against · 0% of mutual funds and other big investors said no
3
To appoint a Director in place of Mr. Anil Kumar Jain, (DIN: 00027911) who retires by rotation and being eligible, offers himself for re-appointment.
Backed by 74% of shareholders other than promotersneeded 50%
13.86 L votes for, 4.82 L against · 82% of mutual funds and other big investors said no
4
To re-appoint the Statutory Auditors for the second term of 5 (five) consecutive years.
Backed by 100% of shareholders other than promotersneeded 50%
18.67 L votes for, 626 against · 0% of mutual funds and other big investors said no
5
To re-appoint Mr. Rakesh Kumar Nangia (DIN: 00147386) as an Independent Director.
⚑ Passed only because promoters voted yes
Backed by 74% of shareholders other than promotersneeded 75%
13.86 L votes for, 4.82 L against · 82% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 9 named members
owning 40.8% between them · as of 2026-09-30
Ashok Jaipuria - Registered Owner C/o Gayatri& Annapurana - Beneficial Owner36.14%
ASHOK JAIPURIA2.07%
AMBRISH JAIPURIA1.06%
Fawkes Management (P) Ltd.-Registered Owner C/o Ashok Jaipuria Family Trust -Beneficial Owner1.05%
YAMINI KUMAR0.40%
AANCHAL JAIPURIA BHANDARI0.03%
PRAVASI ENTERPRISES LTD0.03%
ANDHERI PROPERTIES AND DEVELOPERS PRIVATE LIMITEDno shares
Business done with them
FY2026 · 3 of the group
The company paid ₹31 cr to companies in the promoter group last year — about 0.9% of its ₹3,639 cr revenue.
ASHOK JAIPURIA
Other payments to them · Description is mentioned along with the relevant line item
also owns 2.07% of the company
₹24 cr
company paid
Yamini Kumar
Other payments to them · Description is mentioned along with the relevant line item
also owns 0.40% of the company
₹7 cr
company paid
Pravasi Enterprises Limited
Leases As Lessor · Description is mentioned along with the relevant line item
also owns 0.03% of the company
₹2 L
company received

The company also transacted with 16 other related parties — subsidiaries, joint ventures, directors and others — that we could not match by name to the promoter list above. Some may still be connected to the family; we only count the ones the filings let us match with certainty.

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.