COSMOFIRSTIndustrials

COSMO FIRST LIMITED

Packaging · ISIN INE757A01017 · BSE 508814 · NSE EQ · FV ₹10
Last price
₹880
+0.21%today
What this company does

COSMO FIRST LIMITED operates in Packaging, part of the Industrials sector. It booked ₹1,166 cr of revenue in its latest quarter (Q1 FY27) and kept 4.6% of sales as profit. It is the 8th 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:
58out of 100
Equitytale Health Score
Mixed

Healthier than 58% of companies in Industrials, on all six measures of filed financials. Each measure is ranked against the 51–290 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 & returns54

How much profit it earns on the money it employs

Balance sheet21

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

Valuation82

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 46% vs last year
Profit up 25% vs last year
Promoters hold 41%
No promoter shares pledged
Turns profit into real cash
Watch-outs
! Thin 4.6% 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 We do not publish price targets or predict returns.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
₹880 +0.21%
latest close · 2026-09-17
1-year return
+5.4%
52-wk low ₹81652-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 ratio10.6Low
LowAverageHigh
P/B ratio1.43Moderate
Below bookModerateHigh
EV / EBITDA6.5Low
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity13.3%Fair
WeakFairStrong ▸15%
Return on capital13.8%Fair
WeakFairStrong
Net margin4.6%Thin
ThinDecentStrong
EBITDA margin12.6%Decent
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.98Moderate
LowModerateHigh ▸1
Interest cover2.8×Okay
RiskyOkayStrong ▸5×
Current ratio1.23Healthy
Tight ◂1HealthyAmple
More figures
Market cap
₹2,310 cr
Book value
₹616
EPS
₹20.71
latest quarter
Net debt
₹1,534 cr
owes more than its cash
Enterprise value
₹3,844 cr
EBITDA
₹588 cr
annualised
EBIT
₹436 cr
annualised
Operating margin
9.4%
Return on assets
4.6%
Earnings yield
9.41%
P/S
0.50
Sales / share
₹1,776.1
Tax rate
24.0%
Face value
₹10
Shares
2.6 cr
Working capital
₹349 cr
Current assets
₹1,892 cr
Current liabilities
₹1,543 cr
Delivery %
49.8%
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 2026-09-17.

Worth vs price · from the FY 2026 report & filings
not investment advice
Priced about rightMedium confidence
Median of 3 models ₹822 vs market price ₹880 — price is 7% above it
Safety cushion-7.0%(target ≥ +20%)
Models span ₹424₹907, midpoint ₹822
Model ₹822
Price ₹880
Cheap sideExpensive side

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 · Q1 FY27 (consolidated)
Revenue from Operations₹1,166 cr
Other Income₹11 cr
Total Income₹1,177 cr
Cost of Materials₹867 cr
Purchases of Stock-in-Trade₹13 cr
Inventory Change (±)₹-116 cr
Employee Benefit Expense₹97 cr
Finance Costs₹38 cr
Depreciation & Amortisation₹38 cr
Other Expenses₹169 cr
Total Expenses₹1,106 cr
Profit before Tax₹71 cr
Tax Expense₹17 cr
Net Profit₹54 cr
Net margin on total income4.6%
Where the money goes · Q1 FY27
% of total income
Materials + stock-in-trade₹764 cr64.9%
Employee benefit expense₹97 cr8.2%
Finance costs₹38 cr3.3%
Depreciation & amortisation₹38 cr3.2%
Other expenses₹169 cr14.4%
Tax expense₹17 cr1.4%
Profit for the period₹54 cr4.6%
Total income ₹1,177 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue899 cr1,021 cr1,166 cr
Total income934 cr1,038 cr1,177 cr
Expenses903 cr973 cr1,106 cr
Profit before tax31 cr58 cr71 cr
Tax2 cr21 cr17 cr
Net profit (owners' share)30 cr37 cr54 cr
Net margin (owners' share, on revenue)3.3%3.6%4.6%
EPS (₹)11.4014.2420.71
YoY (latest quarter): total income +42.7% · net profit +25.4%
Balance sheet & cash flow · as of Mar 2026
Moderate debt
Total assets
₹4,695 cr
Shareholder equity
₹1,617 cr
parent shareholders
Total debt
₹1,586 cr
Cash
₹52 cr
Cash flow · H1 FY26
Operating
₹86 cr
Investing
₹-194 cr
Financing
₹126 cr
Peer comparison
Packaging · by market value
CompanyPriceMarket capP/E
EPL Limited₹231₹7,416 cr18.8
AGI Greenpac Limited₹734₹4,747 cr11.9
UFLEX Limited₹653₹4,715 cr2.8
TCPL Packaging Limited₹3,863₹3,516 cr22.0
Polyplex Corporation Limited₹1,085₹3,406 cr9.4
Jindal Poly Films Limited₹726₹3,179 cr9.1
Xpro India Limited₹1,236₹2,901 cr91.4
COSMO FIRST LIMITEDthis company₹880₹2,310 cr10.6
Mold-Tek Packaging Limited₹662₹2,069 cr29.1
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
0.45%
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 · 2026-06-30
No pledge
Promoter
40.8%
FII / Foreign
2.4%
DII / Domestic
1.5%
Retail / others
54.2%
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 2026-06-30
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
FY2025 · 4 of the group
The company paid ₹34 cr to companies in the promoter group last year — about 1.2% of its ₹2,895 cr revenue and received ₹10 cr back from them.
Mr. Ashok Jaipuria
Other payments to them · Remuneration Payable, Short term employement benefit, Post Employment benefit
also owns 2.07% of the company
₹21 cr
company paid
Mr. Ashok Jaipuria
Contribution made to them · Remuneration Payable, Short term employement benefit, Post Employment benefit
also owns 2.07% of the company
₹10 cr
company paid
Mr. Ashok Jaipuria
Contribution received from them · Remuneration Payable, Short term employement benefit, Post Employment benefit
also owns 2.07% of the company
₹10 cr
company received
Mrs. Yamini Kumar
Other payments to them · Professional fees paid/(received), Remuneration/Commission Payable, Post employement Benefit
also owns 0.40% of the company
₹3 cr
company paid
Mrs. Yamini Kumar
Sold goods to them · Professional fees paid/(received), Remuneration/Commission Payable, Post employement Benefit
also owns 0.40% of the company
₹4 L
company received
Pravasi Enterprises Limited
Leases As Lessor · Rent received
also owns 0.03% of the company
₹2 L
company received
Aanchal Jaipuria
Sold goods to them · Sales
₹1 L
company received
Mr. Ashok Jaipuria
Other income from them · Remuneration Payable, Short term employement benefit, Post Employment benefit
also owns 2.07% of the company
₹1 L
company received

The company also transacted with 18 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.