Q2 2026 Chaman Lal Setia Exports Ltd Earnings Call Transcript
Key Points
- Chaman Lal Setia Exports Ltd (BOM:530307) maintained profitability despite a decline in sales, demonstrating financial resilience.
- The company is confident about achieving INR 1,500 crores in revenue for FY26, supported by a strong crop season and increasing demand.
- The company has expanded its production capacity with new plants in Karnal and Gandhidham, which are now operational.
- The global demand for basmati rice is increasing, with new markets emerging beyond traditional ethnic consumers.
- The company has a strong financial position, allowing it to hold inventory until favorable market conditions arise.
- Sales have decreased by approximately INR 150 crores due to lower rice prices and delayed customer purchases.
- The company faced challenges with geopolitical issues, such as tariffs from the US, impacting export volumes.
- There was a discrepancy in previous guidance, leading to concerns about communication with investors.
- Domestic sales have declined significantly, as the company focuses more on export markets.
- The company faces competition in the private label segment, which can impact pricing power and margins.
Ladies and gentlemen, on behalf of Kaptify Consulting Investor Relations team, I welcome you all to the Q2 and H1 FY26 post earnings conference call of Chaman Lal Setia Exports Limited. Today on the call from the management, we have with us Mr. Rajeev Setia, Joint Managing Director and CFO. As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements, which may involve risks 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 quarter ended September 2025, the growth plan and vision for the coming year, post which we will open the floor for Q&A. Over to you, sir.
Good afternoon, everyone. Chaman Lal Setia is working as per its principle. True marker always is profitability of the business. Yes, this quarter or this six months, the sales have
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