Cosmo First Q1 revenue jumps 16% to Rs.800cr

Cosmo First reported consolidated sales of Rs.800 crore for Q1 FY26, up 16% from the prior year, driven by 19% higher volume and improved BOPP margins of Rs.25 per kg.

EBITDA rose to Rs.116 crores from Rs.84 crores, supported by cost rationalization and enhanced specialty chemical performance.

The company commissioned a new 81,000 metric ton BOPP line in June 2025, boosting BOPP capacity by 45%. The new line is expected to add Rs.750 crores in revenue at full capacity.

Exports to the USA face 55% tariffs, with the company hoping for reduction to 15-20%.