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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Cosmo First Limited is an India-based company, which is engaged in the production of flexible packaging films. The Company’s products comprise Biaxially Oriented Polypropylene (BOPP) Films, Thermal Films and Coated Films. The Company’s segments include Packaging Films,…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A decent, stagnant business, fairly priced — but flagged on governance.
Cosmo First is scored on the general / industrial framework. It keeps a slim 4.2% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 2.54× reported profit. Free cash flow is worth about 1.7% of its market value.
Over the last 3 years revenue compounded at 6%/yr and profit at -14%/yr. Book value has grown 8%/yr. Return on equity is a healthy 12.4%. In the latest quarter profit grew 46% versus the prior quarter.
At 13× earnings, the stock sits at the 45th percentile of its own 3.6-year range — the middle of where it has historically traded. Today's price asks for only ~-1%/yr growth over a decade — undemanding expectations. The forensic screen raises a red flag: 51% of pre-tax profit is other income, not operations.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 9.67 | 38.38 | better |
| P/B | 1.2 | 2.02 | better |
| EV/EBITDA | 6.72 | 10.1 | better |
| ROE | 12.38 | 8.48 | better |
| ROCE | 11.75 | 7.07 | better |
| ROA | 4.33 | — | — |
| Quick Ratio | 0.77 | — | — |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| INOX India | 65.4 | 13.9 | 21.2% |
| Garware Hi-tech Films | 41.7 | 6.1 | 14.7% |
| EPL | 17.8 | 2.3 | 12.5% |
6% CAGR — growing but slowly. Growth is accelerating — latest year outpaced the prior year's rate.
Revenue is outpacing profit (6% vs -14%) — costs are rising faster than the top line.
Operating margin has compressed from 10% to 5% — costs or competition are eating into profitability.
ROE at 10% — modest; the capital isn't working hard. Capital efficiency declining — ROE down 9pp.
-13% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit. Cash conversion at 2.5× PAT — earnings are well-backed by cash; strong accrual quality. Heavy investing spend every year, but operations generate enough to cover it — the business self-funds its growth.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue rose 13% sequentially — momentum is building. Run-rate stepping up — recent quarters average 18% above earlier ones.
Profit jumped 46% QoQ — check if this is operating leverage or a one-off item.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoters at 40.8% — dispersed ownership; institutional flows drive the stock. Both FII and MF added last quarter — broad institutional confidence.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.