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Note: These are AI-generated, educational summaries of public NSE
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Verify against the original filing and consult a SEBI-registered adviser before acting.
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Cosmo First Q3 Consolidated Revenue Up 28% YoY to ₹899 Cr; Net Profit Declines to ₹12.6 Cr
Cosmo First reported a strong 28.3% year-on-year growth in consolidated revenue at ₹898.98 crore for the quarter ended December 31, 2025. However, consolidated net profit saw a sharp decline of 48.6% on a sequential basis, falling to ₹12.57 crore from ₹24.48 crore in Q2 FY26. Profitability was impacted by a one-time employee benefit provision of ₹4 crore related to new labor codes and higher raw material costs. The company also completed a restructuring where its US subsidiary became a direct subsidiary, yielding a one-time gain of ₹6.05 crore.
Key Highlights
Consolidated Revenue from operations increased 28.3% YoY to ₹898.98 crore.
Consolidated Net Profit fell to ₹12.57 crore, down from ₹16.35 crore in the same quarter last year.
Standalone EPS dropped significantly to ₹6.64 from ₹11.41 in the previous quarter.
Recognized a one-time expense of ₹4.00 crore for employee benefit liabilities under New Labour Codes.
Other income includes a ₹6.05 crore gain from capital reduction in Cosmo First Europe B.V.
👀 What to Watch
Investors should exercise caution as the company is experiencing significant margin compression despite robust revenue growth. The sharp sequential decline in profit suggests rising operational costs that may continue to weigh on the stock in the short term.
Cosmo First Files Writ Petition Claiming ₹58.34 Cr Incentive Refund from Gujarat Govt
Cosmo First Limited has filed a writ petition in the Gujarat High Court against the State of Gujarat's Industries and Mines Department. The company is challenging the payout of lower incentives under the Gujarat Industrial Policy, 2015. It is claiming a refund of balance tax incentives amounting to ₹58.34 Crores for the period ending March 2025. If successful, the company expects an additional incentive accrual of ₹33.53 Crores, which would strengthen its balance sheet.
Key Highlights
Filed a writ petition under Article 226 before the Hon’ble Gujarat High Court against the State of Gujarat.
Claiming a refund of balance tax incentives totaling ₹58.34 Crores up to March 2025.
Expected additional financial accrual of ₹33.53 Crores if the litigation is successful.
The dispute pertains to incentives under the Gujarat Industrial Policy, 2015.
👀 What to Watch
Investors should monitor the progress of this litigation as a favorable ruling would provide a significant one-time boost to cash flows and profitability. No immediate action is required as legal outcomes in India can take time.
