Announced Mon, 10 Aug · 16:19 IST
Q1 FY27 concall transcript: EBITDA at 12.6%, new Saudi buyer, revenue target up to INR 2,000 cr
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
CLSEL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Price reaction · full curve 14 horizons · vs prior close
+1.4%1-day move
₹279.40
prior close
₹274.55
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.1—+1.3+1.3+1.4+0.9-0.5+0.4-0.5-0.2————
Up moveDown movePending
AI summary
Chaman Lal Setia Exports Q1 FY27 concall transcript. EBITDA at 12.6% versus 8-12% historical range, helped by low-cost inventory bought earlier. Export price hit record INR 98/kg. New Saudi buyer Al-Muhaidib joined, first 500 ton shipment to Jeddah. Revenue target of INR 1,800 cr may be exceeded, possibly up to INR 2,000 cr. Iran-US war had no impact due to diversified shipping. Capacity fully utilised, can pack up to 800 tons per day.
Likely market impact
Positive: margins above usual range backed by cheap inventory buffer, new big customer secured, revenue growth ahead. EBITDA guidance near 12-13% sustains.