Chaman Lal Setia Exports Ltd (NSE:CLSEL)

Q4 2026 Chaman Lal Setia Exports Ltd Earnings Call Transcript

Jun 2, 2026 / 08:30 AM GMT

Release Date Price: ₹284.7 (-1.33%)

Transcript

Key Points

Positve

Chaman Lal Setia Exports Ltd (BOM:530307) announced a dividend of rupees 3 per share, indicating strong financial health.
The company has successfully expanded its market presence to over 100 countries, reducing dependency on any single region.
Despite geopolitical tensions, the company has managed to maintain its export operations, particularly to regions like Egypt, Lebanon, and Jordan.
The company has strategically stocked up on rice inventory at lower prices, which has resulted in significant gains as prices increased by 30% from November to March.
Chaman Lal Setia Exports Ltd is exploring new growth opportunities, including potential expansion into packaged foods and value-added exports.

Negative

The ongoing Iran-Israel conflict has impacted shipping routes and increased ocean freight costs, affecting the company's logistics.
There is uncertainty regarding future EBITDA margins due to fluctuating freight rates and geopolitical tensions.
The company faces challenges in maintaining consistent export volumes due to disruptions in the Middle East.
Customer concentration remains a concern, with 35% of revenue coming from the top 10 customers, which could pose risks if any major customer reduces orders.
The company has yet to fully penetrate the Indian domestic market, which remains a target for future growth but currently lacks visibility.

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

CLSE.NS - Chaman Lal Setia Exports Ltd
Q4 2026 Chaman Lal Setia Exports Ltd Earnings Call
Jun 02, 2026 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, on behalf of Captify Consulting and investor relations team, I welcome you all to the Q4 and FY26 post earnings conference calls of Jamadal City Exports Limited. Today on the call from the management, we have with us Mr. Rajiv Setia, Joint Managing Director and CFO Mr. Ankit Setia, World Time Director Mr. Sanket Setia, World Time Director and CA Gaurav Mahi, part of finance team. As a disclaimer, I would like to inform.

That this call may contain forward-looking statements which may involve risk and uncertainties. Also, this is a reminder that this call is being recorded.

I would now request the management team to detail us about business and performance highlights for the

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