COSMO FIRST LIMITED

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CFL/SE/2025-26/AUG/07 The Manager (Listing) BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai-400 001 Scrip Code: 508814 August 13, 2025 The Manager (Listing) Nation

10%

Speciality films focused business with target to sell majority BOPP based speciality films (growing 10% CAGR over last 6 years). New BOPP line added about 45% capacity in June 2025 Verticals: Masterbat

45%

ajority BOPP based speciality films (growing 10% CAGR over last 6 years). New BOPP line added about 45% capacity in June 2025 Verticals: Masterbatch (From FY21) Coating Chemicals (From FY22) Adhesive

20%

is D2C, Digital First Omni Channel platform for Pets (Petcare is high growth Industry growing at 20% CAGR) Slide 4 of 39 Company Overview - Key Milestones ► Established in 1981, Cosmo Films Ltd is

700 MT

Metalized Films: 40K MT  CPP Films: 30K MT (22k added in Q4,FY25)  Capacitor Metallization Films: 700 MT Strong Financials  Profitability track record  Targeting assertive growth on back of last 3 y

Rs 1180

cials  Profitability track record  Targeting assertive growth on back of last 3 years capex of Rs 1180 Cr Net Debt/EBITDA: 2.7 times(Mar’25)  Net Debt/Equity: 0.7 times(Mar’25) Global Leader in some

71%

) Unique Proposition  Uniquely positioned with a strong blend of specialty/semi-specialty films (71% FY25)  Globally amongst top four in BOPP Specialty films (80+ countries exports)  India’s larges

50%

Green House years.  Five current patents and another twelve are in pipeline. Gas missions  50%+ Renewable energy use  Social: Education to 68k+ students, over 750k lives touched and over 110k

60%

over 750k lives touched and over 110k trees planted.  Governance: Strong Independent board with 60% of Independent Directors Slide 6 of 39 BOPP Speciality & Semi Speciality Growth and Margins  Ex

120%

Speciality & Semi-Speciality films portfolio (high margin category) (~10% CAGR over last 6 years) 120% 100% ) % ( e m u o V s l m l i F 38% 43% 62% 57% 52% 48% 80% 60% 40% 20% 0% 64%

100%

ality & Semi-Speciality films portfolio (high margin category) (~10% CAGR over last 6 years) 120% 100% ) % ( e m u o V s l m l i F 38% 43% 62% 57% 52% 48% 80% 60% 40% 20% 0% 64% 62%

38%

(high margin category) (~10% CAGR over last 6 years) 120% 100% ) % ( e m u o V s l m l i F 38% 43% 62% 57% 52% 48% 80% 60% 40% 20% 0% 64% 62% 64% 71% 68% 36% 38% 36% 29% 32%

“Related diversifications  Specialty Chemicals  Rigid Packaging Window Films (Sunshield) and Paint Protection films (FY26 onwards) Unique Proposition  Uniquely positioned with a strong blend of specialty/semi-specialty films (71% FY25)  Globally amongst top four in BOPP Specialty films (80+ countries exports)  India’s largest BOPP producer.”

“ The Specialty Chemical subsidiary has continued to achieve tractions and posted highest ever EBITDA of Rs 12 crores with Rs 49 crores topline in Q1, FY26.”

“ Zigly is all set for next level of growth and should see higher momentum in FY26 with private labels and Vet centric approach.”

“The FY26 focus will be on taking full leverage of the new investments, grow specialty film sales and push down costs.”

“Growth with profitability will be key focus for other business verticals including speciality chemicals, sunshield and rigid packaging.”

“Expanding Speciality portfolio (10% CAGR in last 6years).”

“ Company with diversified businesses with target 20% CAGR topline growth in next 3 years coupled with commensurate return growth.”

“ FY26 capex shall be largely on account of value-add capacity  AA- Credit Rating with stable outlook by CRISIL (Reaffirmed in January’2025).”

“ Complimentary Adhesive business for Packaging, Lamination and Labels – FY25.”

“ High teens EBITDA business in FY25 with Rs 180 crores topline  Posted highest ever EBITDA of Rs 12 crores with Rs 49 crores topline in Q1, FY26.”

Verticals

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The Pet care market in India is booming with

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Impact at a Glance

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Education

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Environment

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Empowerment

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Recognitions

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Verticals

Masterbatch (From FY21) Coating Chemicals (From FY22) Adhesive (From FY24) End-to-end rigid packaging vertical (From Q4’FY24)  Automotive, architectural, safety & decorative window films (From May’25)  Paint Protection Film (PPF) started in FY25 Zigly is D2C, Digital First Omni Channel platform for Pets (Petcare is high growth Industry growing at 20% CAGR) Slide 4 of 39 Company Overview - Key Milestones ► Established in 1981, Cosmo Films Ltd is pioneer of BOPP Films Industry in India; ► Globally amongst top four in BOPP Specialty films and India’s leading BOPP producer ►3rd and 4th extrusion coating line; ►1st coating line; ►Gas based electricity generation unit 2006 ►1996: 3rd BOPP line ►2001: 4th BOPP line 1996-01 ►2012: 2nd coating line ►2013: 9th BOPP line ►2014: 3rd coating line ►2010: 2nd metallizer line ►2011: Korea plant 2010-11 ►2016: CPP line-1 ►2017: 10th BOPP line ►Speciality Chemicals ►Petcare “Zigly” ►Rigid (Sheets & thermoforming) ►Metallized Capacitor Films 2023-24

The Pet care market in India is booming with

• ~20% Projected Annual Growth • ~35MM pets • ~1MM annual adoptions Indian Petcare Market 20000 18000 16000 14000 12000 10000 8000 6000 4000 2000 0 Rs 17500 Cr Rs 8500 Cr Rs 3000 Cr FY 2020 FY 2023 FY 2027 Slide 25 of 39 Pet penetration in developed markets like US & UK is more then 68% and growing. Pert per household in India is just 10% and has massi Key Tractions 16 Cr GMV (Q1’26) Zigly - Business Model 24K + Customers served in Q1FY26 7100+ SKUs available 35% - Repeat customers FY25 Retail outlets One Stop solution retail outlets offering Products Veterinary Grooming Medicines First Petcare app Under one roof Own E-commerce website and App 7100+ SKUs available on website Including Private label Service Marketplace Other Marketplace Acting as an aggregator for panel of groomers and trainers on commission basis through own website Private label available on Amazon,Flipkart and Qcom Grooming Van Grooming Van in Delhi NCR Launched First Pet hospital in Mumbai 250K + Social Media follow

Impact at a Glance

- States: 5 | Villages: 155 | Lives Touched: 7.5+Lakh - Schools: 55 | Students: 68,000 - Saplings: 1.10 Lakh ~ Green Cover: 169 Acres - Water Saved: 68+ Lakh Litre/yr | Toilets Built: 200 - Women Empowered: 2,000+ | Job-oriented Training

Education

- 29 Digital Labs | 8,100+ Students - English & Foundational Programs | YouTube Outreach - Competitive Exam Coaching | Digital Pathshala (2,300+)

Environment

- Miyawaki Forests | Agroforestry | Heritage Revival - Solar Energy Usage | Water Filtration | Awareness Drives

Recognitions

- PM's Appreciation | ET CSR Excellence | Leadership Awards Slide 36 of 39 Awards and Accolades Slide 37 of 39 Slide 37 of 39 Key Exhibitions Participated Films (Label Expo Mexico April 25) Films (Label Expo Southeast Asia May 25) Sunshield Automec Brazil – April 2025 Plastech - IICE, India - Sep 24 Sunshield - Tint Off Show, Orlando – Sept 24 Films -Label Expo, Chicago – Sept 24 Slide 38 of 39 Thank You For more information, please contact: Cosmo First Ltd. Mr. Neeraj Jain Group Chief Financial Officer Email ID: neeraj.jain@cosmofirst.com; Mr. Shivang Goel Investor Relations Email ID: shivang.goel@cosmofilms.com