Chaman Lal Setia Exports Ltd (NSE:CLSEL)
₹ 278.45 -2.8 (-1%) Market Cap: 13.82 Bil Enterprise Value: 13.36 Bil PE Ratio: 11.03 PB Ratio: 1.65 GF Score: 96/100

Q1 2026 Chaman Lal Setia Exports Ltd Earnings Call Transcript

Aug 6, 2025 / 08:30 AM GMT
Release Date Price: ₹295.7 (-5.86%)

Key Points

Positve
  • Chaman Lal Setia Exports Ltd (BOM:530307) has installed two new packing units in Karnal, which are expected to increase production and profitability once rice prices stabilize.
  • The company has maintained stable margins despite a decline in revenue, indicating effective cost management.
  • The Gandhidham unit is operating at full capacity, contributing positively to the company's production capabilities.
  • Chaman Lal Setia Exports Ltd (BOM:530307) is debt-free and has a strong cash flow, providing financial stability.
  • The company has a strong presence in 94-95 countries, indicating a broad market reach and diversified customer base.
Negative
  • The company is facing challenges due to geopolitical issues, such as the Russia-Iran conflict, which have impacted sales in certain regions.
  • There is a decline in rice prices, which has led to a deliberate slowdown in business operations to maintain profitability.
  • The US tariffs on Indian rice could potentially impact future sales, although the company has managed to mitigate immediate effects.
  • The domestic market in India presents challenges due to lower profitability compared to export markets.
  • Volume growth has been flat year-on-year, indicating a lack of significant expansion in sales volume.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CLSE.NS - Chaman Lal Setia Exports Ltd
Q1 2026 Chaman Lal Setia Exports Ltd Earnings Call
Aug 06, 2025 / 08:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, on behalf of Captify Consulting, I welcome you all to the Q1 FI26 post earnings conference call of Chamalal City Export Limited.

Today on the call from the management team we have with us, Mr. Rajiv Satya, Joint Managing Director, and Mr. Ankit Satya, Executive director. As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may involve risk and uncertainties. Also a reminder that this call is being recorded.

I would now request the management to brief us about the business and performance highlights for the period ending June 2025, the plans and visions for the coming year, post which we will open the floor for Q&A.
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot