{"id":135127,"date":"2022-10-26T05:25:40","date_gmt":"2022-10-26T09:25:40","guid":{"rendered":"https:\/\/44.250.171.167\/?p=135127"},"modified":"2022-10-26T05:44:13","modified_gmt":"2022-10-26T09:44:13","slug":"cosmo-first-research-report-dive-into-specialty-pet-care-business-to-drive-growth","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/cosmo-first-research-report-dive-into-specialty-pet-care-business-to-drive-growth\/","title":{"rendered":"Cosmo First Research Report: Dive Into Specialty, Pet Care Business To Drive Growth"},"content":{"rendered":"<p>Cosmo First Limited, formerly known as Cosmo Films has emerged to become one of the in-demand global brands. Offerings from this company include biaxially oriented polypropylene (BOPP) films, cast polypropylene (CPP) films, and biaxially oriented polyethylene terephthalate (BOPET) films.<\/p>\n<p>Cosmo First is global leader in some specialty segments:<\/p>\n<ul>\n<li>world\u2019s largest producer of thermal lamination films<\/li>\n<li>globally second largest player in specialty label films<\/li>\n<li>world\u2019s largest supplier of Industrial Application Films<\/li>\n<\/ul>\n<p>The company is foraying into several new specialty products.<\/p>\n<p>The Indian flexible packaging industry is likely to record a CAGR of double-digit growth during 2022-2027.<\/p>\n<p>To tap those opportunities, the company targets a 70% capacity increase over the next three years in phases. It has planned Capex of Rs 940 crores. EBITDA was close to Rs 600 crore for FY22, post-expansion could rise to over Rs 1,000 crore annually.<\/p>\n<p>The company also owns the pet care brand Zigly. The pet care market in India is booming with the industry size expected to touch Rs 15000 crore from Rs 5100 crore in 2020.<\/p>\n<p>Zigly has launched six stores across India. Plans to expand to 150 stores in the next four years. Cosmo First expects capex of Rs 100 crores and annual sales up to Rs 300 crore from Zigly by FY27.<\/p>\n<p>The company plans to eventually demerge the unit by roping in a PE player. Potential listing of the unit is also on cards within next two years. Based on past deals in the segment, valuations could be at 8x of annual revenue. We see a value of above Rs 2000 crores in the event of divestment.<\/p>\n<div>\n<div class=\"\">\n<div id=\"post_x383wxwc97gy7f1zfcdc8uaasc\" class=\"a11y__section post  other--root  \" tabindex=\"0\" role=\"listitem\" aria-label=\"At 3:01 PM Wednesday, October 26, lopamudra wrote, The research report contains a lot of useful information that can help you understand Cosmo First better. It includes background information on the company, research, and analysis. The report is well organized and easy to read. It is a valuable resource for anyone interested in making a learned investment decision on Cosmo First stock.\" data-testid=\"postView\" aria-atomic=\"true\">\n<div class=\"post__content \" role=\"application\" data-testid=\"postContent\" aria-hidden=\"true\">\n<div>\n<div class=\"AutoHeight\">\n<div>\n<div id=\"x383wxwc97gy7f1zfcdc8uaasc_message\" class=\"post__body   \">\n<div class=\"post-message post-message--collapsed\">\n<div class=\"post-message__text-container\">\n<div id=\"postMessageText_x383wxwc97gy7f1zfcdc8uaasc\" class=\"post-message__text\" dir=\"auto\" tabindex=\"0\" aria-readonly=\"true\">\n<p>The research report contains a lot of useful information that can help you understand Cosmo First better. It includes background information on the company, research, and analysis. The report is well organized and easy to read. It is a valuable resource for anyone interested in making a learned investment decision on Cosmo First stock.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50\"><a class=\"wp-block-button__link has-text-color has-background\" href=\"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2022\/10\/Cosmo-First-October-2022.pdf\" style=\"border-radius:2px;background-color:#ba0c49;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Download now<\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-outline is-style-outline--1\"><a class=\"wp-block-button__link has-text-color\" href=\"https:\/\/www.cosmofirst.com\/investors\" style=\"border-radius:1px;color:#ba0c49\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Cosmo First Investor Relations<\/strong><\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Cosmo First Limited, formerly known as Cosmo Films has emerged to become one of the in-demand global brands. Offerings from this company include biaxially oriented polypropylene (BOPP) films, cast polypropylene (CPP) films, and biaxially oriented polyethylene terephthalate (BOPET) films. Cosmo First is global leader in some specialty segments: world\u2019s largest producer of thermal lamination films [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":134330,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1941,5753,6352],"tags":[2132],"class_list":["post-135127","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock-analysis","category-industrials","category-research-summary","tag-manufacturing"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2022\/09\/Cosmo-First-Limited-Logo.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":152469,"url":"https:\/\/alphastreet.com\/india\/cosmo-first-ltd-q1fy24-85-fall-in-profits\/","url_meta":{"origin":135127,"position":0},"title":"Cosmo First Ltd Q1FY24; 85% fall in Profits","author":"Divyansh_Kasana","date":"August 10, 2023","format":false,"excerpt":"Established in 1981, Cosmo Films Limited is engaged in specialty films for packaging, lamination and labeling applications. Its films offerings include biaxially oriented polypropylene (BOPP) films, cast polypropylene (CPP) films and soon to be offered biaxially oriented polyethylene terephthalate (BOPET) films. Financial Results: Cosmo First Ltd reported Revenues for Q1FY24\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/08\/image-599.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/08\/image-599.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/08\/image-599.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/08\/image-599.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/08\/image-599.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/08\/image-599.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":156987,"url":"https:\/\/alphastreet.com\/india\/cosmo-first-ltd-q2fy24-70-fall-in-profits\/","url_meta":{"origin":135127,"position":1},"title":"Cosmo First Ltd Q2FY24; 70% fall in Profits","author":"Divyansh_Kasana","date":"November 30, 2023","format":false,"excerpt":"Established in 1981, Cosmo Films Limited is engaged in specialty films for packaging, lamination and labeling applications. Its films offerings include biaxially oriented polypropylene (BOPP) films, cast polypropylene (CPP) films and soon to be offered biaxially oriented polyethylene terephthalate (BOPET) films. Financial Results: Cosmo First Ltd reported Revenues for Q2FY24\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/11\/image-427.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/11\/image-427.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/11\/image-427.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/11\/image-427.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/11\/image-427.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/11\/image-427.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":143558,"url":"https:\/\/alphastreet.com\/india\/cosmo-first-a-key-player-in-indias-packaging-industry\/","url_meta":{"origin":135127,"position":2},"title":"Cosmo First: A Key Player In India&#8217;s Packaging Industry","author":"Hardik Bhandare","date":"April 4, 2023","format":false,"excerpt":"\u201cThe company is looking for close to Rs. 500 Cr to Rs. 550 Cr of capex by March 2025 mainly related to value-add CAPEX on the BOPET line, CPP line, BOPP line, specialty chemicals and some in Zigly. The net debt stands at Rs. 355 Cr. We are expecting without\u2026","rel":"","context":"In &quot;Analysis&quot;","block_context":{"text":"Analysis","link":"https:\/\/alphastreet.com\/india\/category\/stock-analysis\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/04\/mildlee-7KKy7-TeeVs-unsplash-1.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/04\/mildlee-7KKy7-TeeVs-unsplash-1.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/04\/mildlee-7KKy7-TeeVs-unsplash-1.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":147539,"url":"https:\/\/alphastreet.com\/india\/cosmo-first-expanding-horizons-and-driving-growth-in-speciality-films-speciality-chemicals-and-petcare-industries\/","url_meta":{"origin":135127,"position":3},"title":"Cosmo First: Expanding Horizons and Driving Growth in Speciality Films, Speciality Chemicals, and Petcare Industries.","author":"Divyansh_Kasana","date":"May 30, 2023","format":false,"excerpt":"Company Description: Cosmo First Ltd., established in 1981, is a leading company in the BOPP Films Industry in India. It is promoted by Mr. Ashok Jaipuria and is the largest exporter of BOPP films from India. The company is the world's largest producer of thermal lamination films and the global\u2026","rel":"","context":"In &quot;Research Summary&quot;","block_context":{"text":"Research Summary","link":"https:\/\/alphastreet.com\/india\/category\/research-summary\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":147475,"url":"https:\/\/alphastreet.com\/india\/earnings-cosmo-first-ltd-nse-cosmofirst-q4fy23-results-out-total-income-fell-13-yoy\/","url_meta":{"origin":135127,"position":4},"title":"Earnings | Cosmo First Ltd. (NSE: COSMOFIRST) | Q4FY23 Results Out; Total Income fell 13% YoY.","author":"Divyansh_Kasana","date":"May 29, 2023","format":false,"excerpt":"Cosmo First Ltd. (NSE: COSMOFIRST) is a leading producer of BOPP films, established in 1981 and based in India. The company is the largest BOPP film exporter in India and the world's largest producer of thermal lamination films. It is also a global leader in some specialty segments, such as\u2026","rel":"","context":"In &quot;Earnings&quot;","block_context":{"text":"Earnings","link":"https:\/\/alphastreet.com\/india\/category\/earnings\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6-4.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6-4.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6-4.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6-4.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6-4.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6-4.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":141509,"url":"https:\/\/alphastreet.com\/india\/infograph-cosmo-first-ltd-nse-cosmofirst-ltd-q3-fy23-results-out\/","url_meta":{"origin":135127,"position":5},"title":"Alphagraph| Cosmo First Ltd. (NSE: COSMOFIRST): Q3 FY23 Results Out","author":"Divyansh_Kasana","date":"February 14, 2023","format":false,"excerpt":"Cosmo First Ltd.(NSE:COSMOFIRST) is a leading producer of BOPP films, established in 1981 and based in India. The company is the largest BOPP film exporter in India and the world's largest producer of thermal lamination films. It is also a global leader in some specialty segments, such as specialty label\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/e273d1c2-7ffb-415b-b482-1658166c5dae-3.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/e273d1c2-7ffb-415b-b482-1658166c5dae-3.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/e273d1c2-7ffb-415b-b482-1658166c5dae-3.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/e273d1c2-7ffb-415b-b482-1658166c5dae-3.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/e273d1c2-7ffb-415b-b482-1658166c5dae-3.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/e273d1c2-7ffb-415b-b482-1658166c5dae-3.png?resize=1400%2C800&ssl=1 4x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/135127","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=135127"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/135127\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/134330"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=135127"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=135127"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=135127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}