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Chaman Lal Setia Exports Earnings Call: Key Takeaways

Chaman Lal Setia Exports Ltd reported a resilient FY26 with 11.6% Net Profit growth despite global supply chain disruptions, focusing on global expansion and premium 'Maharani' brand distribution.

Highlights
Revenue growthFY26 Net Sales ₹1,439.6 Cr, down 3.7% YoY; Q4 growth 16.5%.
MarginsEBITDA Margin expanded 306 bps YoY to 12.1% in Q4FY26.
Demand visibilityStrong demand in Canada, Australia, NZ, Russia, US, and Middle East.
Management confidenceHigh; citing resilient performance and strategic importance of FY26 growth.

Growth

Q4FY26 revenue at ₹428.4 Cr (up 16.5% YoY). FY26 Net Profit reached ₹114.8 Cr with 10.9% EBITDA margins.

Outlook

Final dividend of ₹3 per share recommended. Focusing on enhancing global presence and operational efficiencies across 95+ countries.

Risks

Global supply chain and logistical disruptions in international shipping routes; competition in the Basmati export sector.

Source

Earnings Call filed with BSE, NSE: CLSEL. Summary written with AI assistance from the document.

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Chaman Lal Setia Exports Ltd: key numbers

Share price
₹294.70
Market cap
₹1,465 Cr
Revenue (annual)
₹1,440 Cr
Net profit (annual)
₹114.8 Cr
P/E (TTM)
11.7×Sector 29.0×
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.

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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.