ALFA Finder| 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.
Earnings Call Transcript filed with BSE, NSE: CLSEL. Summary written with AI assistance from the document.
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.
More from Chaman Lal Setia Exports Ltd
All →Chaman Lal Setia Exports Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹328.8 Cr (+20.4%), EBITDA ₹68.4 Cr (20.8% margin), PAT ₹56.3 Cr (+197.4%) on inventory gains and branded mix; cash and investments ₹551 Cr.
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
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.