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Q2 PAT Jumps 197% YoY to ₹56.29 Cr; Revenue Up 20.4% to ₹328.77 Cr
Chaman Lal Setia Exports reported a strong performance for Q2 ended September 30, 2026, with revenue from operations growing 20.4% YoY to ₹328.77 crore compared to ₹272.95 crore in Q2 FY25. Net profit surged 197.4% YoY to ₹56.29 crore from ₹18.93 crore in the year-ago period, driven by operational expansion and higher other income. For H1 FY27, revenue reached ₹674.69 crore and net profit rose to ₹88.28 crore, reflecting an EPS of ₹17.77. The company's basic EPS for the quarter jumped to ₹11.33 from ₹3.81 in Q2 FY25.
உச்சம் நம்பிக்கை
என்ன மாறியதுChaman Lal Setia Exports declared un-audited financial results for Q2 and H1 ended September 30, 2026.
ஏன் இது முக்கியம்A sharp jump in profitability and EPS significantly outperforms the previous year's quarterly run rate, highlighting improved realizations and cost efficiencies.
Q2 வருவாய்: ₹328.77 கோடிQ2 Net Profit: ₹56.29 கோடிQ2 Basic EPS: ₹11.33H1 Net Profit: ₹88.28 கோடிQ2 PAT vs FY26 Full Year PAT: ~49.2%
📅 குறுகிய காலம்The strong YoY earnings growth and EPS beat are likely to be viewed positively by the market in the immediate trading sessions.
📈 நீண்ட காலம்Sustained momentum in higher-margin branded rice exports and capacity remodeling will be crucial to maintaining the step-up in profitability.
⚠ அபாய எச்சரிக்கைகள்
Geographic export concentration risks and supply chain disruptions (e.g. Red Sea route)
Raw material price volatility from monsoon variations and minimum support price (MSP) changes
👀 கவனிக்க வேண்டியவை
Track sustaining of high operating margins into Q3 and monitor export shipping conditions along key routes like the Red Sea.
CLSEL Sets Sep 21 Record Date for Rs 3/Share (150%) Final Dividend; AGM on Sep 28, 2026
Chaman Lal Setia Exports Limited has scheduled its 32nd Annual General Meeting for September 28, 2026, via video conferencing. The company announced a record date of September 21, 2026, for the payment of a final dividend of Rs 3 per equity share (150% on face value of Rs 2) for FY26, subject to shareholder approval. The register of members and share transfer books will remain closed from September 22 to September 28, 2026. Remote e-voting will take place from September 25 to September 27, 2026.
உச்சம் நம்பிக்கை
என்ன மாறியதுFormal intimation of AGM date, record date, and book closure dates for the FY26 final dividend payout.
ஏன் இது முக்கியம்Confirms the schedule and entitlement cut-off date for eligible shareholders to receive the Rs 3 per share dividend.
Final Dividend per Share: Rs. 3/-Dividend Percentage: 150%Face Value per Share: Rs. 2/-ரெக்கார்ட் தேதி: 21.09.2026AGM Date: 28.09.2026
📅 குறுகிய காலம்Stock will trade ex-dividend ahead of the September 21, 2026 record date.
📈 நீண்ட காலம்Limited; reflects regular annual corporate governance and shareholder return practices.
👀 கவனிக்க வேண்டியவை
Track the ex-dividend date around September 21, 2026, and the outcome of the AGM on September 28, 2026, for shareholder approval and dividend dispatch timelines.
CLSEL Q1 FY27 Concall: New Saudi Client Win and Target for >35% Branded Sales
Chaman Lal Setia Exports (CLSEL) reported a resilient Q1 FY27, navigating geopolitical tensions with zero shipments to Iran and a focus on port diversification. The company onboarded a major Saudi client, Al-Muhaidib, which procures ~2.5 lakh tons annually, starting with an initial 500-ton shipment. Management is pivoting towards higher-margin branded sales, aiming for a >35% contribution compared to the current 15-25%. Despite stagnant 3-year revenue growth (~1% CAGR), the company maintains a strong 18% ROCE and low debt-to-equity of 0.10.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has secured a significant new international client and is formalizing a strategy to move from private label to higher-margin branded exports.
ஏன் இது முக்கியம்With revenue growth stalling at ~1% CAGR, the focus on branded sales and large-scale institutional clients is critical to re-rating the stock and improving profitability.
📅 குறுகிய காலம்The stock may see positive sentiment following management's confidence in navigating freight costs and the announcement of a major new client.
📈 நீண்ட காலம்Success depends on breaking the revenue stagnation and achieving the 35% branded sales target to improve structural margins.
⚠ அபாய எச்சரிக்கைகள்
Geopolitical risks affecting Red Sea routes
Stagnant top-line growth (1% CAGR over 3 years)
High export dependency (90% of revenue)
👀 கவனிக்க வேண்டியவை
Watch for the execution of the Al-Muhaidib contract and whether the shift to branded sales successfully improves OPM beyond the current 10.9%.
48% PAT Growth in Q1 FY27; Export Realizations Surge 28% to ₹98/kg
Chaman Lal Setia Exports (CLSEL) reported a strong Q1 FY27 with revenue growing 12.6% YoY to ₹345.9 Cr and PAT increasing 47.8% to ₹32.0 Cr. The growth was primarily driven by a 27.9% surge in average export realizations to ₹98/kg, which successfully offset moderated sales volumes of 36,616 MT. EBITDA margins expanded significantly by 301 bps to 12.6%, reflecting a shift toward a premium product mix and disciplined pricing. The company remains financially robust with a net-cash balance sheet (Net Debt/Equity of -0.06) and an ROCE of 18%.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has demonstrated a significant improvement in profitability margins and realizations despite global logistics challenges, shifting from a volume-led to a value-led growth profile in the latest quarter.
ஏன் இது முக்கியம்The margin expansion to 12.6% indicates strong pricing power and a successful premiumization strategy, which is critical for a commodity-linked business to maintain high ROCE (18%).
Q1 FY27 Revenue: ₹345.9 கோடிQ1 வருவாய் vs TTM வருவாய்: 24.03%EBITDA லாப வரம்பு: 12.6%Export Realization: ₹98/kgNet Debt to Equity: -0.06
📅 குறுகிய காலம்The stock may react positively to the sharp expansion in EBITDA and PAT margins, which outperformed revenue growth significantly.
📈 நீண்ட காலம்The company's focus on branded sales and capital-efficient operations (low debt, high ROCE) positions it well for structural growth in the premium basmati segment.
⚠ அபாய எச்சரிக்கைகள்
Geopolitical risks affecting Red Sea export routes
High geographic concentration with 90% revenue from exports
Raw material price volatility affecting procurement costs
👀 கவனிக்க வேண்டியவை
Investors should monitor the sustainability of high export realizations and the company's progress in increasing own-brand sales from the current 15-25% range toward the 35% target. Watch for any impact of prolonged Red Sea shipping disruptions on freight costs in H2 FY27.
47.8% YoY PAT Growth in Q1 FY27; Revenue Up 12.6% to ₹345.92 Cr
Chaman Lal Setia Exports Limited (CLSEL) reported a strong year-on-year performance for the quarter ended June 30, 2026. Net profit surged 47.8% to ₹31.99 Cr compared to ₹21.64 Cr in Q1 FY26, driven by significant margin expansion. Revenue from operations grew 12.6% YoY to ₹345.92 Cr, although it declined 19.3% sequentially from the March 2026 quarter. The company maintained a healthy Profit Before Tax (PBT) margin of approximately 12.4%, up from 9.4% in the year-ago period.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has reported its Q1 FY27 financial results, showing a substantial improvement in profitability and margins compared to the same period last year.
ஏன் இது முக்கியம்The strong YoY growth in a typically seasonal business indicates better realization or improved product mix (branded vs. private label). Sustained margin improvement is critical for the company to reach its goal of increasing own-brand sales to 35%.
📅 குறுகிய காலம்The stock is likely to react positively to the strong YoY earnings growth and margin expansion, despite the sequential revenue dip which is common in the rice industry.
📈 நீண்ட காலம்The company's focus on increasing branded sales and leveraging its 3-star export house status provides a structural growth path, provided it manages export route risks effectively.
⚠ அபாய எச்சரிக்கைகள்
High dependency on export markets (90% of revenue)
Vulnerability to Red Sea route disruptions affecting freight costs
Raw material price volatility due to monsoon dependency
👀 கவனிக்க வேண்டியவை
Investors should monitor if the company can maintain these double-digit margins in the face of potential freight cost increases and track the progress of the Karnal packaging capacity expansion.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
Chaman Lal Setia Exports Limited (CLSEL) reported a strong FY26 performance, bolstered by a strategic inventory buildup when prices were low, resulting in a 30% price appreciation by March. The company has declared a dividend of INR 3 per share and maintains a robust revenue base in the INR 1,400-1,500 crore range. Despite geopolitical tensions in the Middle East, management highlighted that essential food demand remains resilient and shipping routes like the Red Sea remain operational for key markets.
முக்கிய அம்சங்கள்
Declared a dividend of INR 3 per share for the fiscal year ended March 2026.Strategic inventory management captured a 30% rise in rice prices between Q3 and Q4 FY26.Revenue has stabilized at a higher orbit of INR 1,400-1,500 crore, up from historical levels of INR 700-800 crore.Top 10 customers contribute approximately 35% of revenue, indicating a diversified global client base across 100+ countries.Management is actively pursuing a large-scale institutional client and focusing on high-margin markets like the USA and Europe.
👀 கவனிக்க வேண்டியவை
Investors should view the dividend and strategic inventory gains as signs of management's execution capability; however, watch for the impact of sustained high freight costs on future margins.
CLSEL Q4 FY26 PAT Surges 56% YoY to ₹38.3 Cr; Board Recommends ₹3 Dividend
Chaman Lal Setia Exports (CLSEL) reported a strong performance in Q4 FY26, with Net Profit jumping 55.9% YoY to ₹38.3 Cr, supported by a 31.8% growth in export volumes. While annual revenue for FY26 saw a marginal decline of 3.7% to ₹1,439.6 Cr, the company successfully improved its full-year PAT by 11.6% to ₹114.8 Cr. Operational efficiency was a key driver, with Q4 EBITDA margins expanding by 306 basis points to 12.1%. The company remains financially robust with a net-cash position and an ROCE of 18%.
முக்கிய அம்சங்கள்
Q4 FY26 Revenue grew 16.5% YoY to ₹428.4 Cr, driven by strong export realizations and volume growth.EBITDA for Q4 FY26 rose 55.7% YoY to ₹52.0 Cr, with margins expanding to 12.1% from 9.1% in the previous year.Full-year FY26 PAT reached ₹114.8 Cr with a healthy ROE of 15% and ROCE of 18%.Maintained a strong balance sheet with a Net Debt to Equity ratio of -0.06, indicating a net cash position.Board recommended a final dividend of ₹3 per equity share (150% of face value) for FY26.
👀 கவனிக்க வேண்டியவை
Investors should take note of the significant margin expansion and robust export volume growth despite global logistical challenges. The company's debt-free status and consistent dividend payout reflect strong financial discipline, making it a solid pick in the agricultural export sector.
CLSEL Q4 FY26 PAT Jumps 55.9% YoY to ₹38.3 Cr; Recommends ₹3 Dividend
Chaman Lal Setia Exports (CLSEL) reported a robust Q4 FY26 with PAT rising 55.9% YoY to ₹38.3 Cr, driven by a 16.5% increase in revenue to ₹428.4 Cr. While full-year revenue saw a marginal dip of 3.7% to ₹1,439.6 Cr, annual PAT grew by 11.6% to ₹114.8 Cr. The company achieved significant margin expansion, with Q4 EBITDA margins rising 306 bps to 12.1% due to improved realizations and strong export volumes. A final dividend of ₹3 per share (150% of face value) has been recommended for FY26.
முக்கிய அம்சங்கள்
Q4 FY26 PAT surged 55.9% YoY to ₹38.3 Cr, while EBITDA grew 55.7% to ₹52.0 Cr.Export volumes increased by 18% YoY in Q4 to 44,544 MT, despite global logistical disruptions.EBITDA margins expanded significantly by 306 bps YoY to 12.1% in Q4 FY26.Full-year FY26 PAT reached ₹114.8 Cr, representing an 11.6% growth over the previous fiscal.Recommended a final dividend of ₹3 per equity share for FY26, subject to shareholder approval.
👀 கவனிக்க வேண்டியவை
Investors should take note of the strong margin expansion and resilient export performance despite shipping headwinds. The healthy dividend payout and improved realizations per kg make this a positive update for long-term holders in the agri-export space.
CLSEL FY26 Net Profit Rises 11.5% to ₹114.8 Cr; Recommends ₹3 Final Dividend
Chaman Lal Setia Exports Limited (CLSEL) reported a strong financial performance for FY26, with net profit growing 11.5% year-on-year to ₹114.78 crore. The Board has recommended a final dividend of ₹3 per equity share (150% of face value), reflecting confidence in cash flows. While annual revenue saw a marginal decline of 3.7% to ₹1,439.58 crore, the fourth quarter showed significant momentum with a 54% surge in net profit compared to the same period last year. The company's earnings per share (EPS) improved to ₹23.10 from ₹20.68 in the previous fiscal year.
முக்கிய அம்சங்கள்
Net Profit for FY26 increased to ₹114.78 crore from ₹102.88 crore in FY25Q4 FY26 Net Profit surged 54% YoY to ₹38.27 crore compared to ₹24.85 crore in Q4 FY25Recommended a final dividend of ₹3 per equity share of face value ₹2 eachAnnual Earnings Per Share (EPS) grew to ₹23.10 from ₹20.68Total Income for the full year stood at ₹1,450.30 crore with a strong Q4 recovery in revenue
👀 கவனிக்க வேண்டியவை
Investors should take note of the strong bottom-line growth and the healthy dividend payout. The significant recovery in Q4 margins suggests improved operational efficiency, making it a positive hold for long-term investors.
Chaman Lal Setia Exports reported a significant recovery in Q3 FY26, with export volumes in top markets jumping from 15,493 MT to 34,578 MT. The company benefited from strategic procurement in September, capturing a 4-20% rise in Basmati prices across varieties like 1509 and 1401 by December. Management highlighted improved competitiveness in the US market as tariffs reduced to 19% and noted a shift in global demand away from Pakistan. The company maintains a no-hedging policy on currency, successfully leveraging rupee depreciation to boost the bottom line.
முக்கிய அம்சங்கள்
Export volumes for top 6 countries surged over 120% to 34,578 metric tons in Q3 FY26.Basmati 1509 variety prices rose 15% from INR 6,400 to INR 7,300 per quintal between October and December.The 1401 variety saw a sharp 21% price increase from INR 6,600 to INR 8,000 per quintal during the quarter.US import tariffs on Indian rice have been lowered to 19%, providing a significant tailwind for American exports.Management reported a 15-20% reduction in the overall Basmati crop size, which is supporting higher global realizations.
👀 கவனிக்க வேண்டியவை
Investors should view the strong volume growth and timely inventory procurement as positive indicators for margin expansion in upcoming quarters. Monitor the sustainability of export demand and any further changes in international trade tariffs.
CLSEL Q3FY26 PAT Rises 24% YoY to ₹35.9 Cr; Export Volumes Surge to Record 48,965 MT
Chaman Lal Setia Exports (CLSEL) reported a robust Q3FY26 with PAT growing 24% YoY to ₹35.9 Cr, driven by a sharp recovery in export volumes. Revenue for the quarter stood at ₹431 Cr, up 9% YoY, as the company benefited from global stockpiling and price hikes of 10-20% in premium rice variants. EBITDA margins expanded to 11.85% from 9.99% YoY, reflecting strong operating leverage and better realizations. The company also highlighted a favorable reduction in US import tariffs from 25% to 18%, which is expected to boost competitiveness in the North American market.
முக்கிய அம்சங்கள்
Q3FY26 Revenue grew 9% YoY to ₹431 Cr, while EBITDA rose 29.3% to ₹51.1 Cr.Export volumes hit 48,965 MT in Q3, supported by strong demand from Egypt, Malaysia, and Dubai.Realized price hikes of 10%-20% across premium Basmati categories including 1509 and 1718 variants.US import tariffs reduced from 25% to 18%, providing a structural tailwind for future premium exports.Maintains efficient working capital with a 188-day cycle and a conservative Net Debt/Equity of 0.1x.
👀 கவனிக்க வேண்டியவை
Investors should view the strong volume recovery and margin expansion as a positive sign of operational turnaround. The company's lean balance sheet and efficient working capital cycle provide a safety margin for long-term holders.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
