Cosmo First Ltd (COSMOFIRST) Q3FY26 Management Mirror - Dec-2025 Qtr
Financial Outlook & Revenue
Reaffirmed (Dec'25 Qtr): Expects "near to double digit growth" in top-line revenue for upcoming quarters, driven by enhanced utilization of recent capacity additions.
Sequential Evolution: Management initially projected the new BOPP line to add ~750 crores revenue upon full capacity (Jun'25 Qtr). In Sep'25 Qtr, this crystalized into a specific FY26 consolidated revenue target of 3,500-3,800 crores. By Dec'25 Qtr, the focus shifted to sequential improvement, anticipating Q4 FY26 demand to exceed Q3 levels without recurrence of one-off inventory losses.
5 more themes on the ELITE plan.