COSMO FIRST LIMITED

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CFL/SE/2025-26/NOV/06 November 11, 2025 The Manager (Listing) BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai-400 001 Scrip Code: 508814 The Manager (Listing) National Stock Exchange of Ind

10%

ew –BusinessesSpecialityfilmsfocusedbusinesswithtargettosellmajorityBOPPbasedspecialityfilms(growing10%CAGRoverlast6years).NewBOPPlineaddedabout45%capacityinJune2025Verticals:Masterbatch (From FY21)Coa

45%

withtargettosellmajorityBOPPbasedspecialityfilms(growing10%CAGRoverlast6years).NewBOPPlineaddedabout45%capacityinJune2025Verticals:Masterbatch (From FY21)Coating Chemicals (From FY22)Adhesive (From FY

20%

Y24)Ziglyis services led Omni Channel platform for Pets (Petcare is high growth Industry growing at 20% CAGR)End-to-end rigid packaging vertical (From Q4’FY24)Automotive,architectural,safety&decorativew

71%

lms Production Facilities –AnnualUniquelypositionedwithastrongblendofspecialty/semi-specialtyfilms(71%FY25)GloballyamongsttopfourinBOPPSpecialtyfilms(80+countriesexports)India’slargestBOPPproducer.Rel

700 MT

MTMetalized Films: 40K MTCPP Films: 30K MT (22k added in Q4,FY25)Capacitor Metallization Films: 700 MTD2C Petcare Venture -“ZIGLY”ESG & Sustainability “CareEdge Good” RatingEnvironment:FocusonreducingG

50%

“ZIGLY”ESG & Sustainability “CareEdge Good” RatingEnvironment:FocusonreducingGreenHouseGasmissions50%+RenewableenergyuseSocial:Educationto68k+students,over750klivestouchedandover110ktreesplanted.Gove

60%

ionto68k+students,over750klivestouchedandover110ktreesplanted.Governance:StrongIndependentboardwith60%ofIndependentDirectorsStrong FinancialsProfitability track recordTargeting assertive growth on bac

Rs 1180

g FinancialsProfitability track recordTargeting assertive growth on back of last 3 years capex of Rs 1180 CrNet Debt/EBITDA: 2.97 times(Sep’25)Net Debt/Equity: 0.80 times(Sep’25)World’s largest producer

3962%

to change in sales mix3)Margins denote per/kg contribution for respective films categoriesSlide 7of 3962%57%48%36%38%36%29%43%38%43%52%64%62%64%71%57% - 10 20 30 40 50 60 70 800%20%40%60%80%100%120%FY19FY2

57%

ange in sales mix3)Margins denote per/kg contribution for respective films categoriesSlide 7of 3962%57%48%36%38%36%29%43%38%43%52%64%62%64%71%57% - 10 20 30 40 50 60 70 800%20%40%60%80%100%120%FY19FY20FY

48%

e in sales mix3)Margins denote per/kg contribution for respective films categoriesSlide 7of 3962%57%48%36%38%36%29%43%38%43%52%64%62%64%71%57% - 10 20 30 40 50 60 70 800%20%40%60%80%100%120%FY19FY20FY21F