Chaman Lal Setia Exports Limited has informed the Exchange about Investor Presentation
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Chaman Lal Setia Exports has shared its Q3 & 9M FY26 investor presentation, highlighting a strong quarterly rebound. Q3 FY26 revenue rose 9% YoY to Rs. 431 Cr, with EBITDA up 29.3% YoY at Rs. 51.1 Cr and EBITDA margin expanding 186 bps YoY to 11.85%. Profit After Tax jumped 23.9% YoY to Rs. 35.9 Cr, aided by export volume surging to 48,965 MT and a 10-20% price hike in premium Basmati categories. However, 9M FY26 revenue declined 10.3% YoY to Rs. 1,011 Cr, though margins improved 81 bps YoY. Management cited US import tariff reduction from 25% to 18% as a structural tailwind and remains confident in sustaining margin expansion. The company maintains a strong balance sheet with ROE of 14.2%, ROCE of 17%, and Net Debt/Equity of just 0.09.
Positive near-term sentiment as Q3 shows sharp margin and volume recovery, though the 9M revenue decline highlights volatility. The US tariff cut and management's margin guidance are structural positives, while the debt-free balance sheet offers growth headroom.