Cosmo Films: Cosmo Speciality Chemicals is the unseen story!

1. Commodity business? Think again!
2. Cosmo Films reports 109 pc increase in PAT for FY21.
3. Going forward chemicals business is going to be the differentiator for the company.
4. Pet care will be a value addition soon.
5. Both Chemicals and Pet care businesses will be demerged in due course to unlock the value. (Cosmo Ferrites is another group company; so company is share holder friendly).
6. SRF is into flexible packaging films + speciality chemicals. Rossari biotech is into speciality chemicals + pet care
7. Right now stock available at throw away valuations <10 PE. (SRF trades at 40 PE and Rossari at 92 PE)