Company Overview

Cosmo Ferrites Limited, established in 1986 and promoted by Mr. Ashok Jaipuria, is described as one of the largest manufacturers of Manganese-Zinc (Mn-Zn) based Soft Ferrite cores for the power electronics industry. Its manufacturing facility is located in Jabli, Solan District, Himachal Pradesh.

Key Operational Metrics:

  • Installed powder production capacity: 3,600 Tons.
  • Installed ferrite component production capacity: 3,600 Tons.
  • Geographic revenue split: 70% Domestic (India), 30% Export.
  • Export markets include Europe, USA, UK, New Zealand, Israel, Turkey, Thailand, Malaysia, China, and Sri Lanka.
  • Certifications held: ISO 9001:2015, ISO 14001:2015, ISO/TS:16949, ROHS Certified, REACH Compliant, UL Approved Insulation Coating.

Product Portfolio: The company manufactures a wide range of Mn-Zn ferrite components (EE, EC, ETD, EER, EI, EFC, UU, Toroids, EP, RM, PQ, Pot, Planar, PTS, I Bar, EFF, EED) and wound components.

Manufacturing & R&D: The presentation details extensive manufacturing infrastructure, including a powder plant, various presses, and Reidhammer (Germany) kilns. The R&D resource centre is equipped with specialized testing equipment. A key recent initiative is the development of sendust cores for EV and solar applications, which is currently underway.

Q1 FY27 Financial Results (Figures in ₹ Lakhs)

The company provided a comparative financial snapshot:

| Particulars | Quarter Ended 30/06/2026 | Quarter Ended 31/03/2026 | Quarter Ended 30/06/2025 | Year Ended 31/03/2026 |

| Revenue from Operations | 2,898 | 2,719 | 2,692 | 9,859 |

| EBITDA | 374 | 303 | 300 | 901 |

| PBT (Profit Before Tax) | 132 | 38 | 8 | -203 |

| PAT (Profit After Tax) | 99 | 26 | 5 | -158 |

Performance Analysis: The company attributed the improved Q1 performance to higher sales volumes, improved average realizations, and market expansions. Growth was specifically driven by higher realizations in the domestic market and increased export volumes. The company noted it managed to improve its EBITDA margin despite increased raw material prices and logistics costs.

Strategic Perspective & Growth Drivers

Several key future growth and profitability drivers were identified:

1. Capacity Utilization: Leveraging operating efficiency from new capacity as it becomes fully utilized.

2. Top Hat Kiln: A new Top Hat Kiln is expected to add 25 tons per month of capacity, focusing on producing high permeability ferrite cores for high-end applications.

3. Import Duty Benefit: Cited the imposition of a 35% anti-dumping duty on cheaper imports of soft ferrite cores, effective from March 18, 2025, as a benefit for promoting indigenous products.

4. NiZn Ferrites Expansion: The company has entered the Nickel-Zinc (Ni-Zn) ferrites product segment, adding 10 customers in the previous year and 2 in the last quarter (Q4 FY26) across domestic and export markets, with orders commencing after sample approvals.

5. Automation & Quality: Continued focus on automation in core production areas for efficiency, robust manufacturing, and manpower optimization.

6. Coil & Transformer Business: The ACT (Auto Coil Transformer) section has been shifted to a new rented premises in Parwanoo to accommodate growing order inflow and space constraints.

The presentation highlighted emerging global trends—Electric Vehicle (EV) adoption, solar/wind energy growth, and IoT/5G/Industry 4.0 acceleration—as key demand drivers for soft ferrites.

Leadership and Governance

Board of Directors:

  • Mr. Ambrish Jaipuria (Chairman)
  • Mr. Pankaj Poddar (Group Chief Executive Officer)
  • Mr. Rajesh Kumar Gupta (Independent Non-Executive Director)
  • Mr. Anshuman Sood (Independent Non-Executive Director)
  • Mrs. Himalayani Gupta (Independent Non-Executive Director)
  • Mr. Ram Agarwal (Independent Non-Executive Director)

The board is stated to be 66% independent.

Leadership Team:

  • Mr. Ambrish Jaipuria (Chairman)
  • Mr. Pankaj Poddar (Group CEO)
  • Mr. Neeraj Jain (Group CFO)
  • Mr. Sanjay Gupta (CFO & Business Head)
  • Mr. Karuna Sagar (Manager)

Corporate Governance: The company asserts it has well-established practices, including an independent audit committee, risk management, a whistle-blower policy, and a professional management team.

Awards and Contact Information

The company listed several ELCINA-EFY awards for export achievements received between 2013-14 and 2020-21. It also noted receiving a certificate of qualification from ISRO, VSSC Trivandrum for validation of NiZn ferrites.

Contact for more information: Mr. Sanjay Gupta, Chief Financial Officer, at Sanjay.gupta@cosmoferrites.com.

Disclaimer

The presentation includes a standard disclaimer noting that certain statements are forward-looking and based on current expectations, subject to uncertainties, and are not guarantees of future performance.