| Revenue growth | FY26 revenue in ₹1,400-1,500cr range; export volume up 2.3% YoY. |
|---|---|
| Margins | Margins maintained via price pass-through; benefited from low-cost inventory. |
| Order book | Expecting new customer orders of 40,000-50,000 tons annually. |
| Demand visibility | Strong demand from Afghanistan, Jordan, and Lebanon due to supply shifts. |
| Management confidence | High; cited vast experience and strategic inventory gains. |
Growth
Export volumes grew from 1.73 lakh MT in FY25 to 1.77 lakh MT in FY26. Realizations benefited from a 30% increase in international rice prices.
Outlook
Focusing on USA/Europe; targeting domestic branding; potential new products like spices and rice puffs. New units currently at 50% capacity utilization.
Risks
Logistics disruptions in the Middle East and Red Sea; higher ocean freight costs and insurance premiums; potential El Nino impact on future crops.
Last quarter's promises, checked
Delivered
- Guided ₹1,500cr revenue for FY26 → delivered ₹1,400-1,500cr (= BEAT)
- Guided full utilization of new plants → delivered 50% capacity with volume growth (= BEAT)
- Guided sustainable Q3 margins into Q4 → delivered maintained margins (= BEAT)
Earnings Call filed with BSE, NSE: CLSEL. Summary written with AI assistance from the document.
Chaman Lal Setia Exports Ltd: key numbers
- Share price
- ₹293.85
- Market cap
- ₹1,461 Cr
- Revenue (annual)
- ₹1,440 Cr
- Net profit (annual)
- ₹114.8 Cr
- P/E (TTM)
- 11.7×Sector 28.6×
- Promoter holding
- 74.05%+0.00% QoQ
- FII holding
- 3.30%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Chaman Lal Setia Exports Ltd
All →Chaman Lal Setia Exports Other Announcement
The company submitted its quarterly shareholding pattern under SEBI Regulation 31(1)(b) for the quarter ended June 30, 2025. No material corporate events were disclosed.
Chaman Lal Setia Exports Annual General Meeting
Chaman Lal Setia Exports Ltd. announced its 32nd Annual General Meeting is scheduled for September 28, 2026, through video conferencing.
Chaman Lal Setia Exports Price Movement Clarification
Chaman Lal Setia Exports clarified that the recent increase in trading volume is purely market-driven. The company confirmed there is no undisclosed price-sensitive information at this time.
Chaman Lal Setia Exports Earnings Call Transcript: Key Takeaways
Management maintains an optimistic tone despite sluggish top-line growth, pivoting heavily toward high-margin export markets and the Saudi Arabian Al-Muhaidib group deal to offset domestic stagnation.
- Call
- Guides 43% growth
Chaman Lal Setia Exports Investor Presentation: Key Takeaways
Chaman Lal Setia Exports Ltd reported strong Q1 FY27 performance with revenue up 12.2% YoY and EBITDA up 48% YoY, driven by premiumization and higher realizations.
Chaman Lal Setia Exports Q1 FY27 Results: Net Profit ₹32 Cr, Up 48.1% YoY
Chaman Lal Setia Exports Ltd reported revenue from operations of ₹345.9 Cr (+12.6% YoY) and net profit of ₹32 Cr (+48.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹32 Cr · +48.1% YoY