Consumer Cyclical
Cosmo FIRST Limited Q2 FY27: Ebitda Up 43%, Revenue Surges 46%
COSMO FIRST LIMITED (COSMOFIRST) reports Q2 FY27 results with a 43% rise in EBITDA and a 46% surge in revenue.
COSMO FIRST LIMITED today declared its financial results for the quarter ended Sept 2026. The company’s Q2 FY27 EBITDA improved over the last year on the back of higher sales volume (15%), higher speciality sales by 20%, better base BOPP film margins, enhanced performance of the USA film business, and better performance by other B2B businesses i.e. specialty chemical and rigid packaging.
EBITDA and Revenue Growth
Q2 FY27 EBITDA was also impacted by non-repetitive items such as the write-back of additional custom duties by the USA subsidiary post receiving duty refund and stock loss due to drop in raw material prices. The company has elected to adopt the concessional tax regime under Section 200 of the Income Tax Act, 2025, with effect from Tax Year 2026-27. Tax provision for the quarter includes the benefit arising out of this changeover.
Specialty Films Expansion
Aligned with our strategy to reinforce our specialty films business, the company is investing in a high-end chemical-coated film expansion. Powered by one of the world’s most advanced coating lines, this facility will introduce 16k MT of annual capacity in H2 FY27. Specialty Chemical subsidiary continues to perform well with 80%+ topline growth on YoY basis and 23% EBITDA in Q2 FY27 on the back of three niche verticals i.e. coating chemicals, masterbatches and adhesive.
As a result, Cosmo Plastech (Rigid packaging vertical) has posted over 90% topline growth in Q2 FY27 on YoY basis with 8% EBITDA. The business vertical is going for expansion in H2 FY27 with 9 layers barrier sheet line with annual capacity of 10k Mt which will enable higher and improved speciality products with minimal capex.
Both the consumer businesses Zigly (Petcare) and Cosmo Consumer (Window films, Paint Protection Films & Ceramic Coatings) continue to scale-up with 47% and 70% topline growth respectively in Q2 FY27 (YoY basis). Cosmo Consumer has started brand building with TV advertisements from July 2026 and also expanded presence in the automotive segment through the launch of our first 4C Cosmo Car Care Centre in Pune.
Net Debt as at Sept 2026 was reduced to Rs 1,057 crores (1.9 times to EBITDA) as against Rs 1,159 crores as at March 2026 despite net working capital increase by Rs 148 crores due to increased raw material prices post West Asia war. The focus continues to reduce net debt substantially in the next 2 years.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of COSMO FIRST LIMITED
COSMO FIRST LIMITED belongs to the Consumer Cyclical › Packaging & Containers sector. Here’s a quick read on where the business and the stock stand today.
COSMO holds in the upper half of its 52-week range, a sign the market backs the stock. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock holds at 62% of its 52-week range with RSI at 44. In other words, neither side has a clear edge right now. The stock holds up despite 5.2% revenue growth and a PEG of 99.00. That could signal an early turnaround. Alternatively, index flows simply support the price. Watch whether analysts revise estimates upward — that is the real signal. Check Fundamentals of COSMO FIRST LIMITED.
Auto Parts
Sedemac Mechatronics Limited Announces Investor/analyst Presentation Nov 2026
SEDEMAC Mechatronics Limited shares insights from its November 2026 investor/analyst presentation, highlighting financial performance and strategic growth.
SEDEMAC Mechatronics Limited, a leading provider of control-intensive Electronic Control Units (ECUs), held an investor/analyst presentation on November 3, 2026, to discuss its financial performance and strategic growth plans. The presentation highlighted significant milestones and future outlooks for the company.
Financial Performance
The company reported robust financial performance for H1FY27, with a 53% year-on-year increase in PAT to INR 72 Cr and a 26% rise in EBITDA to INR 136 Cr. Revenue from operations also grew by 41% year-on-year to INR 710 Cr, driven by the cumulative sale of over 14 million control-intensive ECUs.
Strategic Growth
SEDEMAC showcased its expanding market presence, particularly in the engine-powered and electric two/three-wheeler segments. The company has successfully ramped up its ISG ECU for export and ICE 3W, achieving widespread penetration domestically and internationally. Additionally, SEDEMAC has secured a business win for its ISG ECU and magneto kit from a European OEM, with a Software-over-the-Air (SoP) expected in H1FY28.
Future Outlook
Looking ahead, SEDEMAC plans to introduce new products, including MCUs for SoPs in FY26, EFI ECUs, and ACUs. The company also aims to expand its production capacity with new plants in Hosur/Shoolagiri and plans to start shipments of electric machines from Q3FY27. Despite challenges such as semiconductor supply chain tightening and commodity price inflation, SEDEMAC remains optimistic about its growth trajectory.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of SEDEMAC Mechatronics Limited
SEDEMAC Mechatronics Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
SEDEMAC gains 19.7% over three months and trades near its 52-week highs. Revenue grows at 35.7% and profits at 129.5% CAGR. Both numbers are exceptional. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock trades at 82% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Both the business and the stock move in the right direction. Revenue grows at 35.7%, profits at 129.5%, and the PEG sits at 0.92 — below its growth rate. That combination is rare. Check Fundamentals of SEDEMAC Mechatronics Limited.
ASKAUTOLTD
Ask Automotive Limited Q2 FY27: Highest Ever Quarterly Revenue, Ebitda and PAT
ASK Automotive Limited (ASKAUTOLTD) reports Q2 FY27 results with highest ever quarterly revenue, EBITDA and PAT.
ASK Automotive Limited (NSE: ASKAUTOLTD) has reported its financial results for the second quarter and half year ended 30th September, 2026, marking a significant milestone with the highest ever quarterly revenue, EBITDA, and PAT. The company, India’s largest brake shoe and Advanced Braking Systems manufacturer for two-wheelers, showcased a robust performance with consolidated revenue growth of +47.5% reaching Rs. 1561 Crores.
Quarterly Highlights
The Q2 FY27 results highlight the company’s strong performance in both revenue and profitability. Key financial highlights include:
- EBITDA: Rs. 185 Crores with 30.0% year-on-year growth.
- PAT: Rs. 102 Crores with +27.3% year-on-year growth.
- EPS: Rs. 5.15 against Rs. 4.05 in the same period last year, up +27.3% year-on-year.
Revenue Growth and Segment Performance
ASK Automotive Limited demonstrated impressive growth across various segments:
- Advanced Braking Systems: Revenue grew by +46% year-on-year.
- Aluminum Light Weighting Precision Solutions: Revenue increased by +69% year-on-year.
- Safety Control Cables: Revenue rose by +33% year-on-year.
- Export Revenue: Export revenue surged by +133.3% year-on-year to Rs. 70 Crores.
The company’s strategic initiatives, including the reduction in Wheel Assembly business and the pass-through impact of significant increase in Alloy Prices, contributed to the overall net revenue growth of +29.5% year-on-year.
ASK Automotive Limited’s Chairman and Managing Director, Mr. Kuldip Singh Rathee, commented on the results, “I am delighted to share with you that we had a strong performance in the second quarter in both revenue and profitability. This is the 12th consecutive quarter of robust performance by us since listing of the Company.”
With continued focus on expanding value-added businesses, improving production capacities, and bringing cost efficiencies, ASK Automotive Limited aims to maintain its growth momentum and enhance shareholder value.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of ASK Automotive Limited
ASK Automotive Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
ASK posts a 22.0% three-month gain, but softens in the last few weeks. Thin margins at 6.8% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The business compounds revenue at 17.3% and profits at 34.2% CAGR. That is strong double-digit growth on both counts. The stock gives back 4.8% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 17.3% and profits at 34.2%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of ASK Automotive Limited.
Auto Manufacturers
Eicher Motors Limited Eichermot: Royal Enfield Unveils Exciting New Models at EICMA 2026
Eicher Motors Limited (EICHERMOT) showcases Royal Enfield’s new models at EICMA 2026, including the Himalayan 750 and Continental GT 750.
Eicher Motors Limited (NSE: EICHERMOT) has announced the unveiling of Royal Enfield’s new motorcycle lineup at the EICMA 2026 event. The showcase highlighted the highly anticipated Himalayan 750, a powerful new expression of the original Himalayan spirit, and the Continental GT 750, a sportier evolution of Royal Enfield’s café racer lineage.
Himalayan 750: Built for New Frontiers
The Himalayan 750, Royal Enfield’s first 750cc motorcycle, is designed to seek new horizons and adventures. Equipped with a 743cc air/oil-cooled parallel-twin engine, it offers 63 Nm of torque and five curated ride modes. Touring features include an adjustable windscreen, independent rider and pillion seats, and a 195kg payload capacity.
Continental GT 750: Iconic Café Racer Lineage
The Continental GT 750 carries forward the GT’s legacy with a contemporary edge. Powered by an uprated version of Royal Enfield’s new 743cc twin engine, it promises to be the brand’s highest-performance production motorcycle to date. The bike features a unique hybrid twin-pod TFT display and will be available in unfaired and faired variants.
Royal Enfield’s EICMA 2026 showcase underscores the brand’s commitment to expanding its portfolio and evolving technologies while offering a more engaging cultural ecosystem for its community.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Eicher Motors Limited
Eicher Motors Limited belongs to the Consumer Cyclical › Auto Manufacturers sector. Here’s a quick read on where the business and the stock stand today.
Eicher moves sideways over three months, with neither buyers nor sellers taking control. Premium net margins of 23.2% demonstrate strong cost discipline and a wide competitive moat. The business compounds revenue at 17.5% and profits at 23.7% CAGR. That is strong double-digit growth on both counts. The stock holds at 47% of its 52-week range with RSI at 50. In other words, neither side has a clear edge right now. Revenue grows at 17.5% and profits at 23.7%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Eicher Motors Limited.
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