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Earnings Call Transcript

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.

Guidance and delivery
Management target Revenue 43.0% FY27
Highlights
Revenue growthFlat 3-year CAGR at 1% despite strong quarterly EBITDA margins.
MarginsEBITDA margins improved to 12.35% due to low-cost inventory procurement.
Demand visibilityStrong global demand for Basmati as an essential food product.
Management confidenceConfident, shifting focus to high-margin exports and large Saudi orders.

Growth

Growth is primarily driven by high export realizations at ₹98/kg versus ₹64/kg domestic.

Outlook

Targeting ₹2,000 crore revenue and increasing domestic sales through aggressive distributor engagement.

Risks

Geopolitical tensions in the Middle East and Red Sea affecting shipping logistics and costs.

Source

Earnings Call Transcript 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.