Chaman Lal Setia Exports Limited reported a net profit of ₹114.8 crore for the financial year ended March 31, 2026, an increase of 11.6% from the previous year. The company’s revenue from operations for FY26 stood at ₹1,439.6 crore. The Board of Directors has recommended a final dividend of ₹3 per equity share, subject to shareholder approval. The company released the transcript of its investor conference call held on June 2, 2026, to discuss the financial performance for the quarter and year ended March 31, 2026.

Q4 Performance Highlights

For the quarter ended March 31, 2026, the company reported a net profit of ₹38.3 crore, a rise of 55.9% year-on-year. Revenue from operations increased by 16.5% to ₹428.4 crore. EBITDA for the quarter surged 55.7% to ₹52.0 crore, with margins expanding by 306 basis points to 12.1%.

Annual Financial Performance

For the full year FY26, EBITDA grew by 11.1% to ₹156.7 crore, with margins expanding by 145 basis points to 10.9%. Total volumes for the year increased by 2.5% to 1,77,600 MT. The company’s operating efficiencies contributed to improved profitability metrics.

Management Commentary

Mr. Rajeev Setia, Joint Managing Director & CFO, highlighted the resilience shown despite global supply chain disruptions. He noted that Q4FY26 revenue was supported by sharp export volume growth and improved realizations. The company faced temporary logistical disruptions leading to the deferment of approximately 170–180 export containers and higher freight costs due to rerouting. To mitigate these costs, the company has initiated claims under the government-backed ECGC ‘Relief’ framework.

During the analyst call, management addressed the impact of geopolitical tensions on exports. While ocean freight and insurance costs have risen, these are largely passed on to buyers. The company reported that exports to regions like Egypt, Lebanon, and Jordan via the Red Sea route continue without disruption. Management also indicated that they are focusing on the USA and Europe for future growth and are exploring opportunities with a large Saudi Arabian importer, potentially adding 30,000–40,000 tons of business. Regarding domestic expansion, the company is increasing its presence in e-commerce and quick commerce platforms under its brand.

Chaman Lal Setia Exports Limited has announced its participation in the Second 100 Days Campaign 'Saksham Niveshak' initiative, aimed at facilitating shareholder KYC updates and preventing the transfer of unclaimed dividends to regulatory authorities. The company published newspaper advertisements in Business Standard (English) and Jagbani (Punjabi) on April 29, 2026, informing shareholders about this comprehensive engagement program.

Campaign Details and Timeline

The Investor Education and Protection Fund Authority, under the Ministry of Corporate Affairs, has launched the Second 100 Days campaign running from April 1, 2026 to July 9, 2026. This initiative is designed to facilitate KYC detail updates for shareholders and enable direct payment of unclaimed/unpaid dividends.

Shareholder Services and Contact Information

Shareholders seeking to update their KYC details can contact the company's Registrar and Share Transfer Agent. For electronic holdings, shareholders must update details with their respective Depository Participants, while physical holding updates should be made with the company or RTA.

Contact Details

Registrar and Share Transfer Agent:

• Company: Beetal Financial & Computer Services Private Limited
• Address: Beetal House, 3rd Floor, 99, Madangir, Behind LSC, New Delhi - 110062
• Phone: 011-42959000-09, 011-29961281-283, 26051061, 26051064
• Fax: 011-29961284
• Email: beetalrta@gmail.com

Company Contact:

• Email: clsetia@rediffmail.com
• Website: www.clsel.in

Compliance and Documentation Requirements

During this campaign, shareholders who have not claimed their dividends or updated their KYC details along with nomination details, or face any issues related to unclaimed dividends and shares, may contact the RTA or company directly. The company has proactively started this campaign to reach out to shareholders and help them update their KYC, bank mandates, nominee and contact information to claim their unpaid/unclaimed dividends and prevent their shares and dividend amounts from being transferred to the IEPFA.

Regulatory Notifications

The company submitted newspaper publication copies to BSE Limited (Scrip Code: 530307) and National Stock Exchange of India Limited (Scrip Symbol: CLSEL) on April 30, 2026. The notifications were published in Business Standard (English) and Jagbani (Punjabi), with the information also uploaded on the company website at www.clsel.in . The company has also updated details of unpaid/unclaimed dividends for past years, which are available on the company website.