ALFA Finder
The call ran from 12:14 PM to 12:59 PM IST (45 min).
Key takeaways
Record Q2 PBT of about ₹75 Cr, driven by low-cost inventory and rupee gains. Management admitted margins are unlikely to repeat.
| Revenue growth | Revenue not disclosed; volumes fell YoY, realisation about ₹105/kg. |
|---|---|
| Margins | Margins elevated from cheap inventory; management says not expected to repeat. |
| Order book | Saudi repeat order of about 200 ton; pricing unconfirmed. |
| Demand visibility | Export demand uncertain; Iran-linked buying driving prices; buyers deferring purchases. |
| Management confidence | Mixed: upbeat on record PBT, evasive on margin sustainability. |
Growth
Record PBT of about ₹75 Cr, mainly from inventory gains and rupee depreciation rather than operating growth. Volumes fell YoY.
Outlook
No quantified company guidance. Management expects shipping to normalise in about a fortnight and prices to ease by December.
Risks
Margin normalisation, YoY volume decline, fading Iran-linked demand, freight costs up roughly 25x, and buyer price resistance.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Chaman Lal Setia Exports Q2 FY27 Results: Net Profit ₹56.3 Cr, Up 197.9% YoY
Chaman Lal Setia Exports approved standalone unaudited results for the quarter ended September 30, 2026, reporting total income of ₹33,891.24 lakhs. The full results statement, balance sheet, cash flow and notes are attached.
- Key figure
- Net profit ₹56.3 Cr · +197.9% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Targeting ₹2,000 crore revenue and increasing domestic sales through aggressive distributor engagement.
Growth they described
Growth is primarily driven by high export realizations at ₹98/kg versus ₹64/kg domestic.
Call details
| Company | Chaman Lal Setia Exports Ltd |
|---|---|
| NSE symbol | CLSEL |
| ISIN | INE419D01026 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 13 November 2026 |
| Time | 12:15 PM IST |
| Length | 45 min |
Chaman Lal Setia Exports Ltd: key numbers
- Share price
- ₹299.70
- Market cap
- ₹1,490 Cr
- Revenue (annual)
- ₹1,440 Cr
- Net profit (annual)
- ₹114.8 Cr
- P/E (TTM)
- 9.2×Sector 29.1×
- Promoter holding
- 74.05%+0.00% QoQ
- FII holding
- 3.44%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
Other calls on Fri, 13 Nov
Today's concalls →
