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Love Gupta

Counter Cyclic PMS
COSMOFIRST

COSMO FIRST LIMITED

All company calls
COSMO FIRST LIMITED
7 Aug 2026
Open call
  1. So, firstly, I wanted to understand a little bit about the industry. With the increasing raw material prices, are we seeing some of the smaller capacities go offline? And is the overcapacity situation correcting itself?

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  2. All right. And secondly, if you could, to your best judgment, tell us what would be the breakeven level of revenue that we are looking at in Zigly and Cosmo Consumers? At what level can we expect these businesses to start making money?

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