Chaman Lal Setia Exports

Chaman Lal Setia Exports held its quarterly earnings call discussing Q1 FY26 performance. The company reported export volumes of 33,797 tons and total volumes of 41,255 tons, remaining flat compared to the previous year's Q1 figure of 41,169 tons. Revenue declined by approximately 15% due to lower rice prices, though the company maintained stable margins. Management cited geopolitical issues, including conflicts involving Russia-Iran and disruptions in Lebanon and Yemen, as factors affecting business decisions. The company has opened new processing units - one in Mundra operational from July 4th and two out of three units in Karnal are operational, with each unit capable of generating INR 100 crore annual revenue. Management indicated they deliberately slowed business operations in Q1 due to expected rice price declines with the new crop season, targeting INR 400 crore revenue for Q2. The company remains debt-free and has reduced inventory levels while awaiting lower-priced new crop arrivals. US tariff increases to 25% on Indian rice exports were discussed, though management expects minimal impact on their ethnic customer base. The company operates across 94-95 countries and is exploring opportunities in Russia and Japan markets.

Chaman Lal Setia Exports Limited submitted its quarterly investor presentation showing revenue of Rs 307.3 crores for Q1FY26, compared to Rs 362.8 crores in Q1FY25 and Rs 367.7 crores in Q4FY25. The company reported net profit of Rs 21.6 crores with a PAT margin of 7.0%, up from 6.2% in Q1FY25. EBITDA stood at Rs 29.4 crores with a margin of 9.6%. Export revenue was Rs 261 crores for the quarter. The basmati rice exporter operates in 90+ countries through 440+ distributors and maintains processing capacity of 660 MT per day with warehouse capacity of 82,500 MT. The company's gross margin improved to 24.8% from 19.0% in the previous year quarter. EPS for the quarter was Rs 4.35 compared to Rs 4.37 in Q1FY25.

Chaman Lal Setia Exports reported a net profit of 216.4 million rupees in Q1, down from 226 million rupees in the same period last year. The company's revenue also decreased to 3.07 billion rupees compared to 3.62 billion rupees year-over-year. Both key financial metrics showed a decline from the previous year's corresponding quarter.