Cosmo First Limited — Investor Presentation 2025

Nov 11, 2025

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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 India Ltd. Exchange Plaza, Plot no. C/1, G Block, Bandra – Kurla Complex Mumbai-400 051 Security ID:“COSMOFIRST”

Sub: Investor Presentation

Dear Sir,

Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, please find enclosed Investor Presentation on Operational and Financial Performance of the Company for the quarter ended on September 30, 2025. The Investor Presentation is also being - hosted on the website of the Company viz https://www.cosmofirst.com/investors/investors presentation

You are requested to take the same on your records.

Thanking You

Yours faithfully

For Cosmo First Limited

JYOTI Digitally signed by JYOTI DIXIT DIXIT Date: 2025.11.11 18:24:38 +05'30' Jyoti Dixit Company Secretary & Compliance Officer

Encl: as above

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Slide 1 of 39

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Discussion Summary

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• Cosmo First – An Overview

• Q2 and H1 FY26 - Performance Snapshot

• Strategic Perspective

• Our Businesses:

• Films Business

• Specialty Chemicals

• Rigid Packaging (Plastech)

• Window Films (Sunshield) & Paint Protection Film (PPF)

• D2C Petcare (Zigly)

• Financial Overview

• ESG Focus

Slide 2 of 39

Safe Harbour

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This document, prepared by Cosmo First Limited is solely for information purposes and does not
constitute any offer, invitation, recommendation, invitation to purchase or subscribe to any of
company’s securities, and shall not form the basis of or be relied on in connection with any contract
or binding commitment whatsoever.
Certain statements in this presentation are forward-looking statements. These statements are based
on management’s current expectations and are subject to uncertainty and changes in
circumstances. These statements are not guarantees of future results or occurrences. Actual results
other financial condition may differ materially from those included in these statements due to a
variety of factors.
Any forward-looking statements made by or on behalf of Cosmo First speak only as to the date they
are made, and Cosmo First does not undertake to update forward looking statements to reflect the
impact of circumstances or events that arise after the date the forward looking statements were
made.
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Slide 3 of 39

Company Overview – Businesses

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

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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)

Zigly is services led Omni Channel platform for Pets (Petcare is high growth Industry growing at 20% CAGR)

• Paint Protection Film (PPF) started in FY25

Slide 4 of 39

Company Overview - Key Milestones

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► Established in 1981, Cosmo Films Ltd is ► 2016: CPP line-1 ► Speciality ► Rigid (Sheets &
pioneer of BOPP Films Industry in India; Chemicals thermoforming)
► Globally amongst top four in BOPP ► coating line2012: 2 [nd] ► line2017: 10 [th] BOPP ► Petcare ► FilmsMetallized Capacitor
Specialty films and India’s leading BOPP “Zigly” 2023-24
producer ► 2013: 9 [th]
► 2010: 2 [nd] BOPP line 2016-17 2021-22
metallizer 2025-26
► 2014: 3 [rd]
line ► Window
coating line
► 2011: Korea Films(Sunshield)
► 3 [rd] and 4 [th] extrusion plant 2012-14 (May’25)
coating line; 2022-23
2020-21 ► BOPP- new line
► 1 [st] coating line;
2010-11 Jun’25( 81k mt
► Gas based
Capacity)
► 1996: 3 [rd] BOPP line electricity
► 2001: 4 [th] BOPP line generation unit 2018-20 Masterbatch
Line-1
2015
2006
1996-01 2009
► 2018: CPP line-2 2024-25
2007-08 ► Re-branded ► Rigid Packaging
► 2020: 6 [th] coating to Cosmo
► 8th BOPP line (Injection
line First Limited
Moulding)
2003-05
► 4 [th] and 5 [th] ► Specialized ► CPP new line in
1981-88 ► 2003: 5 [th] BOPP line ► 2007-08: 5 [th, ] coating line; 3 [rd] BOPET Line Mar-25 (22k Mt
6 [th] and 7 [th] Capacity)
► 2004-5: 6 [th] BOPP line; 1 [st] metallizer line;
extrusion
►► 1981: 11988: 2 [st][nd] BOPP lineBOPP line line; 1and 2 [nd][st] extrusion coating metallizer line coating line Upgradation of US plant Slide 5 of 39
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Company Overview

• Global Leader in some Specialty Segments Unique Proposition  World’s largest producer of thermal  Uniquely positioned with a strong blend of lamination films. specialty/semi-specialty films (71% FY25)

• Global second largest player in  Globally amongst top four in BOPP Specialty Specialty label films films (80+ countries exports)

• World’s largest supplier of Industrial  India’s largest BOPP producer.

Strong History & Leading Position

• Established in 1981, Cosmo is the

• pioneer of BOPP films in India & leading Specialty Films player

• Promoted by Mr. Ashok Jaipuria, the

• company is India’s largest BOPP & Specialty film player.

• World’s largest supplier of Industrial Application Films.

• Films Production Facilities – Annual Related diversifications D2C Petcare Venture - “ZIGLY”

• BOPP Films: 277K MT(81K added Q1FY26)  Specialty Chemicals  D2C Omni channel business model with  Thermal Films: 26K MT  Rigid Packaging services focus to address pets need at every

• BOPET Films: 30K MT  Window Films (Sunshield) and Paint stage of life.

• Coated Speciality Films:36K MT Protection films (FY26 onwards)  To build India’s largest Pet care ecosystem  Metalized Films: 40K MT with presence across the channels i.e.

• CPP Films: 30K MT (22k added in Q4,FY25) experience centers, online, mobile vans etc

• Capacitor Metallization Films: 700 MT

Strong Financials

• Strong Financials Strong R&D Focus ESG & Sustainability “CareEdge Good” Rating

• Profitability track record  Collective R&D experience of over 100  Environment: Focus on reducing Green House  Targeting assertive growth on back of years. Gas missions last 3 years capex of Rs 1180 Cr  Five current patents and another  50%+ Renewable energy use

• Net Debt/EBITDA: 2.97 times(Sep’25) twelve are in pipeline.  Social: Education to 68k+ students, over 750k  Net Debt/Equity: 0.80 times(Sep’25) 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

• Expanding Speciality & Semi-Speciality films portfolio (high margin category) (~10% CAGR over last 6 years)

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120% 80
70
100%
60
80% 38% 43%
52% 57% 50
64% 62% 64%
71%
60% 40
30
40%
62% 57% 20
20% 48% 36% 38% 36% 29% 43% 10
0% -
FY19 FY20 FY21 FY22 FY23 FY24 FY25 H1FY26
Commodity Volume Speciality & Semi-Speciality Volume Commodity Margins Semi-Speciality Margins Speciality Margins
Films Volume (%) Gross Margin/Kg
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• 1) In H1 FY26 the speciality % has changed due to new BOPP capacity added in June’25. The company continues to target increase in speciality films(including new capacity)

• 2) Specialty margins per/kg have witnessed an increase in H1 FY26 vs FY25 owing to change in sales mix

• 3) Margins denote per/kg contribution for respective films categories

Slide 7 of 39

BOPP Quarterly Films Margins & Capacity

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Quarterly movement in Films margin Films Volume Bifurcation
120% 80 120%
70
100%
100%
60 6% 14% 15% 13% 13% 13%
80%
50
58% 56% 80%
69% 72% 73% 70%
60% 40
60%
30
40%
94%
20 86% 85% 87% 87% 87%
40%
20% 42% 44%
31% 28% 27% 30% 10
0% - 20%
Q1'FY25 Q2'FY25 Q3'FY25 Q4'FY25 Q1'FY26 Q2'FY26
Commodity Volume Speciality & Semi-Speciality Volume 0%
Q1'FY25 Q2'FY25 Q3'FY25 Q4'FY25 Q1'FY26 Q2'FY26
Commodity Margins Semi-Speciality Margins
Speciality Margins BOPP Volume BOPET Volume
Films Volume (%) Gross Margin/Kg
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• Note: Margins denote per/kg contribution for respective films categories. 1) From Q1 FY26 the speciality % has changed due to new BOPP capacity added in June’25. The company continues to target increase in speciality films(including new capacity).

Slide 8 of 39

EBITDA – Business Vertical wise:

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12.6%
FY25
1.4%
12.5%
-0.8% -0.7%
Reported EBITDA Speciality Chemicals Pet Care Others Packaging
14.5%
H1 FY26
1.5%
14.2%
-0.8%
-0.9%
Reported EBITDA Speciality Chemicals Pet Care Others Packaging
Note: Others include new segments of Rigid Packaging, Window Films and Paint Protection Films. Slide 9 of 39
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Q2 FY26
Performance
Snapshot
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Performance Snapshot

INR Cr.

Particulars		Unaudited Q2 FY 25-26	Unaudited Q2 FY 25-26	Unaudited Q1 FY 25-26	Unaudited Q1 FY 25-26	Unaudited Q2 FY 24-25	Unaudited Q2 FY 24-25
		Standalone	Consolidated	Standalone	Consolidated	Standalone	Consolidated
Net Sales		873	919	751	800	723	759
EBITDA		105	128	97	116	88	107
EBITDA%		12.0%	14.0%	12.9%	14.5%	12.1%	14.1%
PBT		36	57	38	54	39	57
PAT		29	47	30	43	33	46
EPS*		11	18	12	17	13	18

*** Not Annualized**

Management Commentary

 Q2, FY26 EBIDTA improved over the last year on the back of higher sales volume (25%) and improved performance of specialty chemical subsidiary. The EBIDTA could have been better but for the margin decline of BOPP and BOPET commodity films, high USA tariffs which could only be partially passed on to the customers and stabilization costs for the newly commissioned film lines.

Slide 10 of 39

Performance Snapshot – Management Commentary Continues …

• PAT impact is muted due to increased depreciation and interest related to new capacities. The new lines are expected to be fully utilized by Q4’FY26

• The Specialty Chemical subsidiary has developed 3 new products in the previous quarter which should be commercialized over next 2 quarters.

• In Cosmo Plastech (Rigid packaging), the focus is on achieving profitability through higher capacity utilisation and improving costs/ efficiency.

• Both the consumer businesses Zigly (Petcare) and Cosmo Consumer (Window films, Paint

• Protection Films & Ceramic Coatings) continue to scale-up.

• The FY26 focus will be on fully leveraging the investments in newer production lines and

faster scaling of new businesses.

Slide 11 of 39

Leading in Sustainable Energy Solution

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Strategic
Perspective
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Why Cosmo First ?

 With new BOPP line (Highest width & speed) commissioned in Jun’25, Company’s BOPP capacity has increased by 45%+. This will enable Cosmo to become leading BOPP player in India with one of the lowest cost of production on new capacity.

 Expanding Speciality portfolio (10% CAGR in last 6years). R&D & Sustainability focus (30+ highly qualified scientists; further expanding). Five current patents and another twelve are in pipeline. 100+ Years of collective R&D experience.

• Company with diversified businesses with target 20% CAGR topline growth in next 3 years

coupled with commensurate return growth.

• Potential high Growth Engines include Speciality Films, Speciality Chemicals, Rigid packaging,

• Window films ,PPF and D2C Petcare business

• Strong financials (Net Debt/EBITDA at 2.97 times, Net Debt/Equity at 0.80 times).

• FY26 capex shall be largely on account of value-add capacity

• AA- Credit Rating with stable outlook by CRISIL.

Slide 13 of 39

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Strategic
Perspective
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Why Cosmo First ?

 Speciality Chemicals:

• Masterbatch plant (1[st] line with 75% captive consumption & 25% outside sale).

• Coating Chemicals – scale up in coming years.

• 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 25 crores with Rs 98 crores topline in H1, FY26.

• New product launches to drive growth

 Petcare (Zigly):

• Untapped Industry growing @ 20%+

• D2C Digital first Omni-channel presence in Products & Services.

• Services focus growth (Vetcare and Grooming)

• Plan to demerge Petcare vertical into separate company in short term.

 Rigid Packaging (Plastech):

• End-to-end rigid packaging solutions specializes in creating customized packaging solutions for a variety of FMCG products.

• Uses injection molding and thermoforming techniques.

• Made from high-quality materials to ensure durability and reliability.

• Attains globally recognized FSSC 22000 food safety certification.

• Industry growing @ 10%+

• Focussing on direct tie-ups with the brands.

Slide 14 of 39

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Business Overview “FILMS Business”
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Slide 15 of 39

Manufacturing Footprints & Offices

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200
200
6 lines
3
4 lines
4 lines
2002 lines
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Films Business-India Industry Dynamics & Capex Strategy

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Data Source: AMI/PCI/Other Independent Research and Industry Sources

Slide 17 of 39Slide 17 of 39

Films Business - Speciality Films Product Portfolio

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• PACKAGING FILMS LAMINATION FILMS LABEL FILMS INDUSTRIAL FILMS

• o Print & Pouching Films o Thermal Lamination & Wet o Pressure Sensitive Label o Synthetic paper o Tape & Textile Films Lamination stock films o Cable Overwrap o Barrier Films o Special Application o Direct Thermal Printable o Other Specialized Film Lamination Films films o Metallized Capacitor

• o Overwrap Films o Premium Lamination Films o In-Mold films Films o Heat resistant Film o PETG Shrink Labels o Green Graphic PVC free o o Wrap Around label films

• Lidding Films

Films highlighted above in green color are Specialty Films, while with blue color include both specialty & non-specialty Disclosure: All these are trademarks of respective Owners

Slide 18 of 39

Speciality Films Focus

• Continue to grow Specialty portfolio (10%

• CAGR growth over last 6 years)

 Movement to Specialties brings stability in margins and is high margin business

• Complimentary growth in Specialized BOPET

• Line (Shrink labels, Heat reduction films and other high end Speciality) – target 20%+ ROCE in medium to long term

• Investing resources on R&D & Sustainability:

• Commissioned advanced laboratory stretching machine, enhancing capabilities

• Increased R&D headcount to 30+ highly qualified members.

• Developed centralized R&D center at Aurangabad

• Driving & investing in several sustainability projects

• Key Speciality Products:

• Globally among top four players in BOPP Speciality films

• Speciality Label Films – Second largest player in the World

• Thermal Lamination Films – World’s largest supplier

• Industrial Application Films – World’s largest supplier

 Growth areas for Speciality:

• Synthetic Paper – Durable alternate to paper. Global market 100k MT (India 6k MT) - immense potential to grow.

• Sustainable solutions

• Direct Thermal Printable Film (first BOPP film producer to launch)

• Sustainable PVC free solutions for graphic applications

• Heat reduction films and Paint protection films (PPF)

 Heat Control Film:

• Global Market size US$ 5.4billion and expected to grow at 5% CAGR

• Increasing demand for films in the building and construction industry is expected to grow of the market.

Slide 19 of 39

Focus on R&D and innovation to fuel next phase of growth

Infrastructure

Innovative Product Launches

• Launched CSP Dualcoat under Cosmo Synthetic Paper, strengthening sustainable product offerings

• R&D labs with most sophisticated equipment and instruments, one in India & another one in USA.

• High Resistance transparent BOPP film suitable for uniform tearing in string packs replacing PET film as print player

• High Heat seal strength barrier metallized BOPP film

• Barrier metallized CPP film suitable for nitrogen flushing- used for both biscuits and cakes

• R&D resources increased to 30+ nos during last 2 years.

• The R&D team has PHD’s & Post Docs from renowned universities in the USA and Europe.

• R&D spend of about 0.5% of annual revenue.

• Screen, UV Flexo, Direct Thermal and Thermal Transfer printers.

• Retort grade transparent CPP film-(easy seal and peal film)

• Green Graphics( PVC free)- Sustainable structure- High demand in the product , presently being imported.

• UV Inkjet printable coated label film and Printable on HP Indigo coating film.

• Cosmo Sunshield Window Films( Rainbow Series and Ultra Cool Series)- having residential, commercial, automotive, hospitality applications)

• Specialized BOPET line: Wide range of PET-G shrink films - High shrink, Low shrink force, White PETG , PET-G shrink films for containers –PET,HDPE &PP.

• 100% Opaque Synthetic Paper: Non tearable, co-extruded, white opaque and both sides matte coated film for dangler application.

• Capacitor Grade MPP Film: High insulation resistance, low dielectric absorption.

• Holographic Lamination Films: BOPP or PET-based product with a laser effect surface.

Slide 20 of 39

Films Business – Customers/Brands we Serve

 Company stands as a trusted partner to a prestigious portfolio of large blue chip companies and renowned brands.

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. .
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Disclosure: All these are trademarks of respective Owners
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Slide 21 of 39

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Business
Overview
“ Speciality
Chemicals
Business”
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Cosmo Speciality Chemicals

Adhesives

Masterbatches

• Adhesive kick started from H2’FY23

• India Industry size is 500k mt.

• Industry growing by 11% pa.

• Global Industry USD 52 billion

• Plans to produce all masterbatches (captive use) and niche Speciality focused for outside sale

• Some recently developed masterbatches include white masterbatch, anti-stat, master batch for blown films etc.

• (5% growth rate)

• India Industry USD 3.5 billion

• (8%-10% growth rate)

• Cosmo plans to launch products in niche areas

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Coating Chemicals

 India Industrial coating size is 1200k mt.  Industry growing 8% pa.  Specialised coating which give specific properties such as high aroma retention, barrier and various other properties like enhance shelf life of FMCG products.  Launched new products such as OGR barrier coatings etc. Slide 22 of 39

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Rigid Packaging “Plastech”
 Domestic Industry size of INR 10,000 Cr and growing @ 10%+
 End-to-end rigid packaging solutions.
 Specializes in creating customized packaging solutions for a variety of fast-moving
Business Overview consumer goods products.
“ Rigid Packaging”  Strengthened visibility through participation in exhibitions like World of Ice Cream Expo
 Uses injection molding and thermoforming techniques
 Attains globally recognized FSSC 22000 food safety certification.
 Launched advanced ESD PET sheet to strengthen electronic component packaging
Slide 23 of 39
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Business Overview
“ Cosmo Sunshield and
Cosmo PPF”
(Launched in May 2025)
Specialty
Chemicals
Masterbatches
Adhesives Coating
(Capacity 10K Chemicals
(Capacity
MT) (Capacity
2.5K MT)
5K MT)
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Cosmo Sunshield & Cosmo PPF

• Cosmo Sunshield

• Multiple types of window films sold in India namely Heat rejection, safety, privacy, decorative etc

Cosmo PPF

• High quality grade launched for Indian market

• Industry size of ~ 500 Cr PA.

• India Industry size roughly growing 10% YoY

• Industry growing by ~8% pa

• India Industry size of heat control  Direct channel partners in 10 film is ~1000 Cr/PA with major cities & increasing QoQ share coming from unorganised  Cosmo plans to launch products sector in niche areas

• Cosmo Sunshield is available in more than 100 cities and towns across India

• Received great response from market in key products like Ultra cool & lam-dyed series due to superior quality

• Participating in global exhibitions for global outreach Slide 24 of 39

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Business
Overview The Pet care market in India is booming with:
• ~20% Projected Annual Growth
• ~35MM pets
D2C PETCARE • ~1MM annual adoptions
UNDER BRAND Indian Petcare Market
“ZIGLY”
20000
Rs 17500 Cr
18000
16000
14000
Pet penetration in developed markets like US 12000
& UK is more then 68% and growing. 10000 Rs 8500 Cr
Pet per household in India is just 10%. 8000
Rs 3000 Cr
6000
4000
2000
0
FY 2020 FY 2023 FY 2027
Slide 25 of 39
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Key Tractions
17 Cr
GMV (Q2’26)
26K +
Customers served in Q2FY26
7200+
SKUs available
34% - Repeat customers H1
FY26
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Zigly - Business Model

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Retail outlets Own Service Other
E-commerce Marketplace Marketplace
website and
App Private label
One Stop solution retail available on
outlets offering Amazon,Flipkart
Acting as an
and Qcom
Products aggregator for
7200+ SKUs panel of groomers
Veterinary Grooming
available on and trainers on Van
Grooming
website commission basis
Medicines
through own Grooming Van
Under one roof Including Private website in Delhi NCR
label
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Pets familia community

Social community with 270K + followers

Slide 26 of 39

Plan for Petcare Vertical “Zigly”

• India Petcare industry INR 8k crores (20% expected growth rate)

• Smaller families, rising income levels and limited social lives (especially post Covid-19)

• No large scale organized players in India offering end to end comprehensive solution – Zigly’s focus is more on services (Vetcare and Grooming)

• To tap the opportunity, planned D2C Omni channel business model to address pets need at every stage of life

• Zigly operations are targeted to be services focus (vet and grooming) and private label sales on omni channel platform. Key differentiator is services focus having high gross margin

• Accelerate growth through acquisitions - Acquired two veterinary Hospital in Mumbai and Bangalore. Looking for further inorganic growth.

• Strengthening national presence through multiple store launches across Mumbai, Bangalore, Vastrapur, Gurugram, and Amritsar

• Plan to demerge Petcare vertical from Cosmo First into separate company in medium term.

Slide 27 of 39

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Financial Overview & ESG
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Slide 28 of 39

Annual and YTD Performance Snapshot

Particulars	Unaudited H1 FY26	Unaudited H1 FY26	Audited FY 24-25	Audited FY 24-25	Audited FY 23-24	Audited FY 23-24
	Standalone	Consolidated	Standalone	Consolidated	Standalone	Consolidated
Net Sales	1624	1719	2736	2895	2391	2587
EBITDA	202	245	301	362	213	251
EBITDA %	12.4%	14.2%	11.0%	12.5%	8.9%	9.7%
PBT	74	112	108	163	43	72
PAT	59	90	88	133	39	62
EPS*	38	57	34	52	15	24

• EPS is calculated on the TTM basis.

Key Highlights

• H1, FY26 EBIDTA improved over the last year on the back of higher sales volume (20%) and improved performance of specialty chemical subsidiary.

• For Film business, the Company’s focus remains on specialty film and cost rationalization opportunities.

Slide 29 of 39

Key Financial Snapshot

Net debt/EBITDA 2.97 times and net debt to equity at 0.8 times –Sep’25

NET DEBT (INR CR)

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1,500 1,234
967
1,000 727
584 561
438 434
500 303
-
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Rewards (Dividend/Buyback) (% to
PAT)
100% 63% 69%
50% 20% 22% 22% 17% 24% 30% 20% 20% 12%
0%
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M A R - 1 9 M A R - 2 0 M A R - 2 1 M A R - 2 2 M A R - 2 3 M A R - 2 4 M A R - 2 5 S E P - 2 5

*** FY21 and FY23 include buyback of shares. FY25 subject to approval in AGM.**

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1,466
Increase in net debt in last two years is primarily for enhancing BOPP,CPP and BOPET 1,348
1,298
1,191
Net Worth and Book Value/share 854
741
680
573 620 495 513 559
456 443
381 305
133 156 199 216 237 258
2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25
Global Net Worth (INR Crores) Book Value per Share
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Increase in net debt in last two years is primarily for enhancing BOPP,CPP and BOPET capacity.

Slide 30 of 39

Shareholding Pattern –September 2025

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1.36
Promoter and Promoter
Group
Institutional
40.86
54.06
Non Institutional
Cosmo Films ESOP 2015
Trust
3.72
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		3.72	Trust
		Historical Shareholding	Pattern
	(in %)	Sep-25	Jun-25	Mar-25
	Promoter	40.86	40.98	40.98
	Institutional Non-Institutional Shares held by Employee Trust	3.72 54.06 1.36	4.17 53.21 1.64	3.21 54.16 1.65

			**Top Non-Promoter Shareholding – 30th **	Sep 2025
		1	Ravi Kant Jaipuria	1.45%
		2	Minaxi Bhalchandra Trivedi	1.42%
		3	Pankaj Poddar	0.96%
		4	Tejas Balchandra Trivedi	0. 95%
		5	Shivani Tejas Trivedi	0. 65%
		6	Dolly Khanna	0. 62%
		7	Shree Ballabh Bhaiya	0.57%
		8	Rohini Nilekani	0. 57%
		9	Acadian Emerging Markets Small Cap Equity Fund LLC	0.54%
		10	Anubhav Poddar	0. 48%

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Board of Directors

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Mr. Ashok Jaipuria Chairman & Managing Director A first generation entrepreneur with over forty years of experience in the corporate world.

Mr. H N Sinor Non-Executive & Non Independent Director Over 4 decades experience in public as well as private sector banks like UBI, Central Bank of India and ICICI Bank.

Mr. Anil Wadhwa Ms. Yamini Kumar (Jaipuria) Independent Director Director of Corporate Strategy ,ESG & CSR A Former Diplomat and member of the Indian Foreign Service(IFS). More than two decades of experience in HR, CSR and he has served as Indian Ambassador to several countries. strategy

Mr. A K Jain Mr. Rakesh Nangia Director of Corporate Affairs Independent Director Over 4 decades of experience in Finance, Accounts 4 decades of experience in advising Fortune 500 multinationals and and General Management functions Indian Business houses on a wide range of matters.

Mrs. Alpana Parida Independent Director Mr. Arjun Singh More than two decades of experience in Independent Director retail and marketing communications in the 25 years of experience in running and growing businesses. US and in India.

Mr. Pratip Chaudhuri Independent Director Extensive experience in the fields of Corporate Finance, Treasury, Asset Management and International Banking.

Mr. Yash Pal Syngal Independent Director 3 decades of experience in technology, business modelling and business management.

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Leadership Team

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Mr. Kulbhushan Malik -Global Business Head- Cosmo Films Over 25 years of experience in the areas of Business & Strategy Management, Sales and Financial management. Mr. Pankaj Poddar Group Chief Executive Officer Mr. Saurabh Jain* - CEO (Zigly) & Head Corporate Development Over 27 years of experience in More than 16 years experience across Films industry, Investment finance, advisory and various Banking and Corporate Strategy. leadership roles. Dr. Raj Sharma Business Head- Cosmo Speciality Chemicals Over 25 years of experience in Global Specialty Chemical Companies. Worked in adhesives, inks, coatings, sealants and pigments. Mr. Neeraj Jain Group Chief Financial Officer Mr. Himanshu Gupta -Business Head-Rigid Packaging Over 25 years of experience in Experience – Over 24 Years of expertise in building brands, driving finance, strategy and risk revenue growth, and leading high-performing cross-functional teams. management with large manufacturing and service industries in leadership roles. Mr. Abhineesh Das- Business Head- Cosmo Sunshield & PPF More than 17 years experience in Sales & Marketing, Product Management, Supply Chain and Manufacturing Operations

*Note: CEO Zigly & Head Corporate Development Appointed on 23[rd] October ‘25

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ESG & Sustainability Initiatives - CareEdge “Good” ESG Rating

Product Practices

Manufacturing Practices

 Offering mono-material for ease of recycling.

• Designed heat resistant BOPP films replacing

• BOPET; giving push to creation of monomaterial structures.

• Partnered with some of the best global

• brands to offer structure rationalization.

• BOPP and CPP films offer better yield, hence

• enabling reduced consumption of plastics.

Recycling of manufacturing waste for further film Production (about 95%)

50%+ usage of renewable power as a source of energy in plants INR 30cr+ investment to reduce environment impact and rationalize costs

• UV stabilized Synthetic Paper used to replace

• PVC in outdoor promotional applications for duration requirements up to one year.

• 45% of water treated at Cosmo. Planning towards Zero Liquid Discharge

• Offer a suitable substitute for aluminum foil

• in form of its Ultra-High Barrier Films.

Constant monitoring of parameters - noise, illumination, ventilation etc.

• Offer Oxo-Biodegradable Films.

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ESG Snapshot

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Environmental
Social
5 Cr FY25 7,53,000
40% 50% 12%+
110K+
Governance
60% 70%2 6
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CSR Milestones

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

Empowerment:

• Women's Enterprises & Skill Training courses

• Digital Service Hubs | 100% EV Course Placement

Recognitions:

• PM's Appreciation | ET CSR Excellence | Leadership

• Awards

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Awards and Accolades

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Key Exhibitions Participated

(Label Expo Europe - Sept 2025)

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Films (Label Expo Mexico April 25)

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Films (Label Expo Southeast Asia May 25)

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Sunshield Automec Brazil – April 2025

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Auto Component Show, Chennai- July 2025

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Plastech - IICE, India - Sep 24

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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
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