Chaman Lal Setia Exports Limited, a prominent rice miller and exporter, has announced its financial results for the second quarter of the fiscal year 2025-26. The company's performance reflects its continued presence in the rice manufacturing, trading, and marketing sector.

Financial Highlights

Chaman Lal Setia Exports reported a revenue from operations of Rs 272.95 crore for the quarter ended September 30, 2025, compared to Rs 369.43 crore in the same quarter of the previous year. The total income for Q2 FY26 stood at Rs 276.79 crore, which includes other income of Rs 3.84 crore.

The company's profit before tax for the quarter was Rs 25.12 crore, while the net profit came in at Rs 18.93 crore. This translates to an Earnings Per Share (EPS) of Rs 3.81 for the quarter, both on a basic and diluted basis.

Half-Yearly Performance

For the first half of FY26, Chaman Lal Setia Exports recorded a total income of Rs 586.29 crore, with a net profit of Rs 40.57 crore. The half-yearly EPS stands at Rs 8.16.

Board Meeting and Approval

The company's Board of Directors met on November 11, 2025, to consider and approve these standalone unaudited financial results. The meeting, which commenced at 3:00 p.m., concluded at 6:00 p.m.

Business Segment

Chaman Lal Setia Exports continues to operate within a single primary reportable business segment, focusing on the manufacturing, trading, and marketing of rice.

Accounting Standards

The financial results have been prepared in accordance with the Indian Accounting Standards (Ind AS) as notified under the Companies (Indian Accounting Standards) Rules, 2015, and as specified in Section 133 of the Companies Act, 2013.

Investors and stakeholders can find more detailed information about the company's financial performance on its official website at www.clsel.in .

Chaman Lal Setia Exports , a leading Indian rice exporter, reported stable volumes but a decline in revenue for Q1, as the company navigated through geopolitical challenges and price volatility in the global rice market.

Stable Volumes, Revenue Decline

The company reported total volumes of 41,255 tons for Q1, remaining relatively flat compared to 41,169 tons in the same period last year. Export volumes stood at 33,797 tons. Despite stable volumes, revenue declined by approximately 15% year-on-year, primarily due to lower rice prices in the global market.

Geopolitical Challenges Impact Business

Management cited various geopolitical issues as factors affecting business decisions during the quarter. These included conflicts involving Russia-Iran and disruptions in markets such as Lebanon and Yemen. Chaman Lal Setia Exports operates across 94-95 countries, highlighting its broad global presence.

New Processing Units Operational

Chaman Lal Setia Exports has made progress on its capacity expansion plans:

• A new processing unit in Mundra became operational from July 4th.
• Two out of three new units in Karnal are now operational.
• Each new unit is capable of generating annual revenue of approximately INR 100.00 crore.

The company is currently operating these new units at about 50% capacity, with plans to ramp up as market conditions improve.

Strategic Approach to Market Volatility

Management indicated they deliberately slowed business operations in Q1 due to expected rice price declines with the new crop season. The company has adopted a strategic approach to inventory management:

• Reduced inventory levels while awaiting lower-priced new crop arrivals.
• Focused on maintaining stable margins despite lower revenues.

Financial Position and Outlook

Chaman Lal Setia Exports remains debt-free, with a strong cash flow position. For Q2, the company is targeting revenue of INR 400.00 crore, anticipating improved market conditions.

US Tariff Impact and Market Expansion

The company addressed concerns about the recent US tariff increase to 25% on Indian rice exports:

• Management expects minimal impact on their ethnic customer base in the US.
• The company is exploring opportunities in new markets, including Russia and Japan.

Conclusion

Despite facing challenges in Q1, Chaman Lal Setia Exports maintains a positive outlook for the coming quarters. The company's strategic approach to market volatility, coupled with its expanded production capacity, positions it to capitalize on improving market conditions in the global rice trade.