Announced Tue, 5 Aug · 20:04 IST

Chaman Lal Setia Exports Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

CLSEL · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Chaman Lal Setia Exports (CLSEL), a basmati rice exporter, shared its Q1FY26 investor presentation. Q1FY26 revenue came in at Rs. 307 Cr, down from Rs. 363 Cr in Q1FY25 and Rs. 368 Cr in Q4FY25, reflecting a sequential and year-on-year decline. However, profitability improved: EBITDA rose to Rs. 29 Cr with margin at 9.6% (vs 8.9% YoY and 9.1% QoQ), and PAT was Rs. 21.6 Cr at 7.0% margin (vs 6.2% YoY and 6.7% QoQ). For full-year FY25, revenue grew to Rs. 1,495 Cr but PAT declined to Rs. 103 Cr (from Rs. 116 Cr in FY24) with EBITDA margin compressing to 9.4%. The company highlighted its asset-light model, 90+ export countries, 440+ distributors, and metrics like 188-day net working cycle, 14.2% ROE, and 17% ROCE.

Likely market impact

Margins expanded in Q1FY26 despite weak revenue, which is a positive for near-term sentiment, but the full-year FY25 picture shows margin compression and lower PAT versus FY23–FY24, suggesting the stock may react modestly without a clear growth catalyst.