Consumer Cyclical
Cosmo FIRST Limited Q4 FY26: PAT Up 12%, Revenue Hits ₹1,021 Cr
COSMO FIRST LIMITED (COSMOFIRST) Q4 FY26 results: PAT up 12%, revenue hits ₹1,021 crore; new capacities impact profit.
COSMO FIRST LIMITED (COSMOFIRST) announced its consolidated financial results for the quarter and year ended March 2026, showing a 12% increase in PAT to ₹37 crore and a revenue of ₹1,021 crore for Q4 FY26. The EBITDA rose to ₹130 crore, up from ₹85 crore in the same quarter last year, driven by higher sales volume and specialty sales. Despite exceptional items, increased depreciation, and interest costs due to new capacities, the company’s performance remained robust. The specialty chemical subsidiary continued to perform well with a 25%+ EBITDA margin in Q4 FY26. Cosmo Plastech, the rigid packaging vertical, posted over 70% topline growth year-on-year, nearing EBITDA breakeven. The board recommended a dividend of ₹4 per equity share, subject to shareholder approval.
Key Financial Highlights
The company’s net revenue for FY26 was ₹3,639 crore, up from ₹2,895 crore in FY25. PBT improved to ₹201 crore from ₹163 crore. Net debt reduced by ₹55 crore to ₹1,159 crore, despite an increase in foreign currency loans due to the depreciation of the Indian currency.
Strategic Focus for FY27
The focus for FY27 will be on achieving full capacity utilization in films and chemicals, higher growth in specialty sales, profitability in Plastech, and substantial growth in B2C businesses. The company aims to manage volatility and uncertainty, particularly from the US duty issue and the West Asia war.
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 rises 14.6% over three months, with buying pressure holding steady. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue contracts at -2.1% CAGR. That signals structural headwinds, not a short-term blip. Buyers show up with 1.6x the volume of sellers. Moreover, they dominated on 19 of recent sessions versus 11 for sellers — a healthy accumulation pattern. Price climbs recently despite -2.1% revenue growth and a PEG of 99.00. Consequently, either institutions position ahead of improvement or the move fades when earnings disappoint. Treat this as a trading signal, not an investment thesis. Check Fundamentals of COSMO FIRST LIMITED.
Auto Parts
Sedemac Mechatronics Limited Achieves Highest-ever Quarterly and TTM Sales of Control-intensive Ecus
SEDEMAC Mechatronics Limited (NSE: SEDEMAC) reports record quarterly and TTM sales for control-intensive ECUs.
SEDEMAC Mechatronics Limited (NSE: SEDEMAC) has achieved its highest-ever quarterly and trailing twelve-month (TTM) sales of control-intensive electronic control units (ECUs). The company reported selling 1,452,867 control-intensive ECUs in the second quarter of FY 2027, marking a 37.5% increase compared to the same period last year. Moreover, the TTM sales for control-intensive ECUs reached 4,597,435 units, up by 44.2% from the previous year.
Record-Breaking Quarterly Sales
The significant growth in quarterly sales is attributed to the robust demand for the company’s innovative control technologies. SEDEMAC’s control-intensive ECUs, which include Integrated Starter Generator Electronic Control Units (ISG ECU), Integrated Starter Generator + Electronic Fuel Injection Electronic Control Units (ISG+EFI ECU), and others, have seen substantial adoption across various sectors.
Milestone Achievement
In addition to the quarterly record, SEDEMAC Mechatronics Limited has also achieved a major milestone with cumulative sales of Integrated Starter Generator + Electronic Fuel Injection Electronic Control Units (ISG+EFI ECU) reaching 1 million units. This milestone was reached in September 2026, just 23 months after the initial sale in October 2024.
As a result, SEDEMAC Mechatronics Limited continues to strengthen its position as a leading supplier of control-intensive ECUs to OEMs in the mobility and industrial markets globally.
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 19.8% 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 94% 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 0.99 — below its growth rate. That combination is rare. Check Fundamentals of SEDEMAC Mechatronics Limited.
Apparel Manufacturing
Nandani Creation Limited (jaipurkurt) Outlines Next Growth Phase
Nandani Creation Limited (JAIPURKURT) reveals its strategy to expand Jaipur Kurti brand, focusing on quality growth and retail expansion.
Nandani Creation Limited, the company behind the Jaipur Kurti brand, has outlined its growth strategy and next phase of business expansion at its 14th Annual General Meeting held on September 30, 2026. The company highlighted significant progress made during FY2025-26 and outlined its roadmap to build Jaipur Kurti into a stronger, more scalable and nationally recognized Indian women’s fashion brand.
Focus on Quality Growth
Nandani Creation Limited recorded a turnover of approximately ₹110 crore in FY2025-26, representing growth of approximately 50% over the previous financial year. While the company continues to focus on revenue growth, its approach is increasingly centered on the quality and sustainability of growth. The company is strengthening operational efficiency, inventory productivity, working-capital management, asset utilization, cost discipline, and sustainable profitability.
Project 50: Expanding Retail Footprint
A key strategic initiative is Project 50, under which Jaipur Kurti is working towards expanding its Exclusive Brand Outlet network to 50 stores by March 2027. Each new store is intended to create a new customer touchpoint, provide insights into local consumer preferences, and strengthen Jaipur Kurti’s understanding of different geographies and customer segments.
Integrated Consumer Ecosystem
Jaipur Kurti is building an integrated omnichannel business across Exclusive Brand Outlets, Large Format Retail, Shop-in-Shop formats, Marketplaces, D2C, and social media. The company’s strategy is to give each channel a distinct role within the broader consumer ecosystem, with the objective of progressively converting interactions into long-term customer relationships.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Nandani Creation Limited
Nandani Creation Limited belongs to the Consumer Cyclical › Apparel Manufacturing sector. Here’s a quick read on where the business and the stock stand today.
Nandani trades in the lower quarter of its 52-week range. The PEG stands at 6.38 — severely stretched. Any earnings miss could trigger a sharp de-rating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Sellers drive 2.0x the volume of buyers. Furthermore, they controlled 13 of recent sessions versus 17 for buyers — a clear distribution signal. Revenue grows at 19.0% yet the PEG reaches 6.38 — expensive for that growth. Furthermore, the stock drops 5.2% in three months. Neither value nor momentum supports this setup. It needs an earnings beat or a price reset first. Check Fundamentals of Nandani Creation Limited.
Auto Manufacturers
Hero Motocorp Limited (heromotoco) Records 12% Yoy Growth in September Dispatches, Builds Positive Momentum Ahead of Festive Season
Hero MotoCorp Limited (HEROMOTOCO) sees 12% YoY growth in September dispatches, reaching 7.66 lakh units, driven by strong domestic demand ahead of festive s.
Hero MotoCorp, the world’s largest manufacturer of motorcycles and scooters, reported total dispatches of 7,66,348 units in September 2026, compared to 6,87,220 units during the same period last year. This represents a strong 12% year-on-year growth, driven by high consumer demand and strong momentum as the company prepares for the upcoming festive season.
Domestic Retail Growth Momentum
Domestic retail growth momentum was strong with VAHAN growth of 31% over the previous year, reflecting robust demand conditions ahead of the peak festive period. Domestic ICE business delivered strong dispatches of 7,10,436 units in September 2026 as compared to 6,32,253 units in the same period last year. This growth was led by the ICE scooters, recording a 60% YoY dispatch growth.
VIDA Unit Sustained Strong Retail Momentum
VIDA, Hero MotoCorp’s Emerging Mobility business unit, sustained its strong growth momentum in September 2026 with dispatches of 28,798 units and a healthy VAHAN growth of 83%.
As a responsible corporate citizen, the company announced a strategic partnership with Swiggy to empower delivery partners across India. This partnership will deliver comprehensive road safety training to Swiggy’s delivery partners, combining digital learning modules with instructor-led sessions.
As a result, Hero MotoCorp continues to build momentum in both domestic and global markets, reflecting its strong brand presence and distribution network.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Hero MotoCorp Limited
Hero MotoCorp Limited belongs to the Consumer Cyclical › Auto Manufacturers sector. Here’s a quick read on where the business and the stock stand today.
Hero posts a 7.7% three-month gain, but softens in the last few weeks. The PEG of 0.71 signals undervaluation relative to growth. It is a potential re-rating candidate. D/E stands at 0.00 with a 3.55% dividend yield. Furthermore, the business records zero revenue dips and zero loss quarters in five years — a fortress balance sheet. The stock gives back 3.8% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 11.7% and profits at 26.9%, and the dividend yield stands at 3.55%. 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 Hero MotoCorp Limited.
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