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Earnings Call

Chaman Lal Setia Exports Earnings Call: Key Takeaways

Management reports a profitable FY26 with significant inventory gains due to strategic low-cost procurement before a 30% rise in rice prices.

Highlights
Revenue growthStable revenue levels maintained around ₹1400-₹1500 crore range.
MarginsMargins benefited from low-cost inventory versus rising market realization prices.
Order bookHigh demand from Afghanistan; new 40k ton opportunity with Saudi importer.
Demand visibilityStrong demand from Afghanistan, Egypt, Jordan, and Saudi Arabia.
Management confidenceExtremely optimistic, highlighting strategic inventory procurement as a masterstroke.

Growth

Profits surged from price appreciation; volume growth driven by 100+ export countries and new Saudi Arabian clientele.

Outlook

Targeting 30,000-40,000 tons growth from new Saudi contracts; focusing on expanding domestic brand visibility.

Risks

Higher freight/insurance costs due to Iran-Israel conflict; logistics bottlenecks in Red Sea and Iran routes.

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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Other Announcement

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.