PRESS RELEASE
CLSEL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Chaman Lal Setia Exports reported strong Q4FY26 results with revenue of Rs. 428.4 Cr (up 16.5% YoY), EBITDA of Rs. 52 Cr (up 55.7% YoY), and PAT of Rs. 38.3 Cr (up 55.9% YoY). EBITDA margin expanded by 306 bps to 12.1%, driven by 31.8% growth in export volumes to 44,544 MT and improved realizations in both domestic (8%) and export markets (3%). For full year FY26, revenue stood at Rs. 1,439.6 Cr despite a 3.7% decline, but EBITDA grew 11.1% to Rs. 156.7 Cr with margins expanding 145 bps to 10.9%. The company faced temporary logistical disruptions with 170-180 export containers deferred due to global shipping issues, but demand remains strong across key markets including Canada, Australia, Russia, US, and Middle East regions. A final dividend of Rs. 3 per share (150% face value) was recommended for FY26.
The sharp margin expansion and profitability growth despite revenue decline signals strong operational efficiency and pricing power. The short-term shipping disruptions are being addressed through ECGC claims, and the board's dividend recommendation indicates confidence in cash generation. The stock could see positive reaction given the beating of margin expectations.