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Latest filing: 2026-08-10 15:55
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Note: These are AI-generated, educational summaries of public NSE
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Cosmo Ferrites Q1 FY27: Revenue Grows 7.6% YoY to ₹28.98 Cr; PAT Turns Positive at ₹0.99 Cr
Cosmo Ferrites reported a turnaround in Q1 FY27, achieving a PAT of ₹0.99 Cr compared to ₹0.05 Cr in the same quarter last year. Revenue rose to ₹28.98 Cr, representing approximately 29% of the total TTM revenue, driven by higher domestic realizations and export volumes. EBITDA margins improved to 12.9% despite rising raw material and logistics costs. The company is focusing on high-growth segments like EV and Solar, supported by a 35% anti-dumping duty on Chinese imports effective since March 2025.
Confidence: HIGH
What changedThe company has transitioned from a loss-making FY26 to a profitable Q1 FY27, showing improved operational leverage and pricing power.
Why it mattersFor a micro-cap company with high debt, returning to profitability is critical for financial stability and funding its expansion into the EV and renewable energy sectors.
Q1 FY27 Revenue: ₹28.98 CrQ1 Revenue vs TTM Revenue: 29.2%Q1 FY27 PAT: ₹0.99 CrDebt-to-Equity Ratio: 3.00Component Capacity: 3,900 MT
📅 Short termThe stock may see positive sentiment as the company demonstrates a turnaround in profitability and margin expansion despite global logistics headwinds.
📈 Long termLong-term growth is tied to the successful commercialization of new powders for EV and Solar applications and the utilization of the 300 MT Top Hat Kiln capacity.
⚠ Risk flags
- High Debt-to-Equity ratio of 3.00
- Geopolitical risks in Europe affecting 34% of export revenue
- Volatility in raw material prices
Key Highlights
Revenue for Q1 FY27 reached ₹28.98 Cr, up from ₹26.92 Cr in Q1 FY25.
PAT turned positive at ₹0.99 Cr for the quarter, a significant recovery from the ₹1.58 Cr net loss in FY26.
EBITDA increased 24.6% YoY to ₹3.74 Cr from ₹3.00 Cr in the previous year's first quarter.
Total installed capacity stands at 3,600 MT for Ferrite Powder and 3,900 MT for Ferrite Components.
Export markets now span over 50 countries, contributing 30% of total revenue.
👀 What to Watch
Watch for the sustainability of the 12.9% EBITDA margin in upcoming quarters and the company's ability to reduce its high Debt-to-Equity ratio of 3.00 through improved cash flows.
Rs 0.99 Cr PAT: Cosmo Ferrites reports 281% QoQ profit growth in Q1 FY27
Cosmo Ferrites reported a strong start to FY27, with PAT rising to Rs 0.99 Cr, a significant jump from Rs 0.26 Cr in the previous quarter and Rs 0.05 Cr in the year-ago period. Revenue grew 7.6% YoY to Rs 28.98 Cr, driven by higher sales volumes and improved realizations in the domestic market. EBITDA margins improved to approximately 12.9% for the quarter, compared to the TTM average of 6.3%, despite rising logistics and raw material costs. The company is successfully pivoting toward high-growth sectors like EV and Solar, adding new customers and commercializing advanced ferrite powders.
Confidence: HIGH
What changedThe company has transitioned from a loss-making FY26 (PAT of -Rs 1.58 Cr) to a profitable trajectory, marking its third consecutive quarter of positive PAT.
Why it mattersThe results validate the company's strategy to counter Chinese dumping through specialized products for the EV and Solar sectors, potentially leading to a re-rating if profitability remains consistent.
Revenue (Q1 FY27): Rs 28.98 CrPAT (Q1 FY27): Rs 0.99 CrEBITDA Margin: 12.9%Revenue vs TTM Revenue: 29.4%Debt-to-Equity Ratio: 3.00
📅 Short termThe stock may see positive momentum as the market reacts to the sharp sequential and year-on-year growth in profitability and the successful turnaround from FY26 losses.
📈 Long termStructural growth depends on the company's ability to reduce its high debt-to-equity ratio (3.0) and successfully scale its Ni-Zn ferrite portfolio for global EV and telecommunications markets.
⚠ Risk flags
- High leverage with a Debt-to-Equity ratio of 3.00
- Geopolitical risks impacting 46% of revenue derived from exports
- Sensitivity to raw material price volatility and logistics costs
Key Highlights
Revenue from operations grew to Rs 28.98 Cr in Q1 FY27, up from Rs 26.92 Cr in Q1 FY26.
PAT increased nearly 20-fold YoY to Rs 0.99 Cr from a low base of Rs 0.05 Cr.
EBITDA reached Rs 3.74 Cr, a 24.7% increase compared to Rs 3.00 Cr in the same quarter last year.
Successfully commercialized new ferrite powders specifically for EV, automotive, and solar segments.
Added 1 new customer in the magnetics business during the quarter to support EV and solar growth.
👀 What to Watch
Monitor the sustainability of the 12.9% EBITDA margin in upcoming quarters to see if the 35% anti-dumping duty on Chinese imports provides a permanent structural advantage. Watch for updates on the utilization of the new Top Hat Kiln capacity (25 MT/month) which targets high-end applications.
Cosmo Ferrites Q1 Results: PAT jumps to ₹0.99 Cr from ₹0.05 Cr YoY; Revenue up 7.6%
Cosmo Ferrites reported a significant turnaround in profitability for the quarter ended June 30, 2026, with Net Profit reaching ₹0.99 Cr compared to ₹0.05 Cr in the year-ago period. Revenue from operations grew 7.6% YoY to ₹28.98 Cr, which is approximately 29% of the TTM revenue. A notable factor in the improved bottom line was a conditional waiver of ₹0.44 Cr in interest on promoter loans for the quarter. While the operational performance improved, the company continues to operate with a high debt-to-equity ratio of 3.00.
Confidence: HIGH
What changedThe company has transitioned from marginal profitability to a more substantial quarterly profit, supported by revenue growth and promoter financial support.
Why it mattersThe results suggest the company is beginning to benefit from the 35% anti-dumping duty on Chinese imports and its expansion into Ni-Zn ferrites, though high leverage remains a structural concern.
Revenue (Q1 FY27): ₹28.98 CrNet Profit (Q1 FY27): ₹0.99 CrYoY Revenue Growth: 7.6%Promoter Interest Waiver (Q1): ₹0.44 CrDebt-to-Equity Ratio: 3.00
📅 Short termThe stock may see positive sentiment in the short term due to the sharp YoY increase in PAT and EPS.
📈 Long termLong-term recovery depends on the company's ability to reduce its high debt load and successfully scale its indigenized product portfolio to capture market share from Chinese imports.
⚠ Risk flags
- High Debt-to-Equity ratio of 3.00
- Conditional promoter interest waiver with right to recompense
- Geopolitical risks affecting export demand (46% of revenue)
Key Highlights
Net Profit surged to ₹0.99 Cr in Q1 FY27 from ₹0.05 Cr in Q1 FY26.
Revenue from operations increased to ₹28.98 Cr, up 7.6% from ₹26.92 Cr YoY.
Promoters conditionally waived interest of ₹0.44 Cr for the quarter, with a right to recompense later.
Earnings Per Share (EPS) improved to ₹0.83 from ₹0.04 in the corresponding quarter last year.
Finance costs for the quarter stood at ₹1.28 Cr compared to ₹1.85 Cr in Q1 FY26.
👀 What to Watch
Investors should monitor the sustainability of margins without the promoter interest waivers and track the utilization of the new Top Hat Kiln capacity for high-end applications.
Rs 0.99 Cr Q1 Profit: Cosmo Ferrites reports turnaround with 11.4% YoY revenue growth
Cosmo Ferrites reported a net profit of Rs 0.99 Cr for Q1 FY27, a significant improvement from Rs 0.05 Cr in the same quarter last year. Revenue from operations grew 11.4% YoY to Rs 28.98 Cr, representing approximately 29% of the total FY26 revenue. A key contributor to the bottom line was a conditional waiver of interest on promoter unsecured loans amounting to Rs 0.44 Cr for the quarter. The company's EPS rose to Rs 0.83 from Rs 0.04 YoY, signaling a potential recovery after a loss-making FY26.
Confidence: HIGH
What changedThe company has transitioned from a net loss of Rs 1.58 Cr in FY26 to a profitable first quarter in FY27, supported by higher revenue and promoter interest waivers.
Why it mattersGiven the high debt-to-equity ratio of 3.00 and previous losses, this turnaround is critical for improving the company's thin net worth (Rs 23 Cr) and overall solvency.
Revenue (Q1 FY27): Rs 28.98 CrNet Profit (Q1 FY27): Rs 0.99 CrPromoter Interest Waiver (Q1): Rs 0.44 CrRevenue vs TTM Revenue: 29.3%Debt-to-Equity Ratio: 3.00
📅 Short termThe stock may see positive sentiment due to the sharp EPS growth and the company returning to profitability after a difficult FY26.
📈 Long termStructural recovery depends on the sustainability of anti-dumping protections and the successful ramp-up of the new Ni-Zn ferrite portfolio to offset high interest costs.
⚠ Risk flags
- High Debt-to-Equity ratio (3.00)
- Conditional promoter interest waiver with right to recompense
- Geopolitical risks impacting European export demand (46% of revenue)
Key Highlights
Revenue from operations increased to Rs 28.98 Cr, up 11.4% from Rs 26.02 Cr in June 2025.
Net profit reached Rs 0.99 Cr compared to a marginal profit of Rs 0.05 Cr in the year-ago period.
Promoters conditionally waived interest of Rs 0.44 Cr for the current quarter to support the financial position.
Basic and Diluted EPS improved to Rs 0.83 from Rs 0.04 in Q1 FY26.
Total expenses stood at Rs 28.44 Cr, with raw material costs accounting for Rs 11.16 Cr.
👀 What to Watch
Monitor if the 35% anti-dumping duty continues to support pricing power and whether the interest waiver by promoters is eventually reclaimed under the 'right to recompense' clause.
