| Revenue growth | Q2 +20.4% YoY; H1 +16.3% YoY |
|---|---|
| Margins | Q2 EBITDA 20.8% vs 12.6% Q1, 8.9% Q2FY26 |
| Demand visibility | Export volume 27.2k MT vs 28.3k YoY; branded volume +34.1% |
| Management confidence | Calls Q2 'industry leading'; no numeric guidance |
Growth
H1 FY27 revenue ₹674.7 Cr (+16.3%), PAT ₹88.3 Cr (+117.6%), EBITDA margin 16.6% (+734 bps). Branded volume +34.1%.
Outlook
No explicit numeric guidance. Export realisations (₹105/kg) expected to stay higher; procurement season ahead; Mundra facility.
Risks
Q2 margins boosted by inventory gains and earlier procurement costs; revenue down 5% QoQ; freight costs elevated.
Investor Presentation 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 Earnings Call Transcript: Key Takeaways
Record Q2 PBT of about ₹75 Cr, driven by low-cost inventory and rupee gains. Management admitted margins are unlikely to repeat.
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.