ALFA Finder| 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
- ₹299.35
- Market cap
- ₹1,489 Cr
- Revenue (annual)
- ₹1,440 Cr
- Net profit (annual)
- ₹114.8 Cr
- P/E (TTM)
- 11.9×Sector 29.0×
- 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.
More from Chaman Lal Setia Exports Ltd
All →Chaman Lal Setia Exports Credit Rating
Chaman Lal Setia Exports Ltd disclosed that CRISIL reaffirmed its CRISIL A+/Stable long-term rating on Rs. 350 Crore of bank loan facilities. The reaffirmation confirms unchanged credit quality, with no rating upgrade or downgrade.
Chaman Lal Setia Exports Board Meeting Date
Chaman Lal Setia Exports Ltd will hold a board meeting on November 12, 2026. The board will consider and approve un-audited financial results for the quarter ended September 30, 2026.
Chaman Lal Setia Exports Other Announcement
Chaman Lal Setia Exports Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as per SEBI Regulation 31(1)(b).
Chaman Lal Setia Exports Annual General Meeting
Chaman Lal Setia Exports Ltd. concluded its 32nd Annual General Meeting on 28th September 2026, addressing financial statements, dividend declarations, and director re-appointments.
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.