Chaman Lal Setia Exports Ltd (NSE:CLSEL)

Q1 2025 Chaman Lal Setia Exports Ltd Earnings Call Transcript

Aug 07, 2024 / 05:30AM GMT

Release Date Price: ₹234.38 (+5.09%)

Transcript

Key Points

Positve

Revenues grew by a remarkable 38% year-on-year to INR363 crores.
Export volume increased by 38% year-on-year to approximately 35,000 metric tonnes.
Domestic business grew by 70%, improving its share to 13% of overall business.
The company has a strong liquidity position with INR150 crores of cash and liquid investments and is almost debt-free.
The Board has approved a buyback of 2 million shares at INR300 per share, demonstrating confidence in the company's future prospects.

Negative

Geopolitical tensions and shipment disruptions impacted the quarter.
Margins were affected by the softening of basmati prices and geopolitical issues, with EBITDA margins standing at 8.9%.
New contracts were negotiated at relatively lower spreads due to supply chain disruptions.
Freight costs have been rising, impacting profitability.
The company faces competitive pressure from Pakistan due to lower minimum export prices (MEP) set by the Pakistani government.

Operator

Ladies and gentlemen, good day and welcome to Chaman Lal Setia Exports Q1 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Ms. Anushka Chitnis. Thank you and over to you.

Anushka Chitnis

Arihant Capital Markets Ltd. - IR

Thank you. Good morning, everyone, and welcome to the Q1 FY25 earnings conference call of Chaman Lal Setia Exports. Today from the management, we have Mr. Vijay Setia, Chairman and Managing Director; and Mr. Ankit Setia, the Executive Director.

Now, without further ado, I would like to hand the conference call over to Mr. Ankit Setia. Over to you, sir.

Ankit Setia

Chaman Lal Setia Exports Ltd - Executive Director

Okay. Good morning, everyone. And a warm welcome to all of you to the earnings conference call of Chaman Lal Setia Exports Limited. We are going to discuss the business and financial performance for Good morning everyone. And a warm welcome to all of you to the Earnings

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