Chaman Lal Setia Exports Limited — Investor Meet, 02-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Chaman Lal Setia Exports reported INR 1,500 Cr revenue for FY25, with 11% volume growth YoY. Ocean freight costs spiked but normalized, easing margin pressure. Inventory declined to INR 433 Cr with no losses. EBITDA margin was around 9%, affected by freight and pricing. Added three packing units, two operating at ~60% capacity. Targets INR 2,000 Cr revenue in FY26 via capacity ramp-up and private label expansion in 80+ countries. Domestic branded sales are ~14–15%, focusing on online channels in NCR. Management is driving customer growth, timely deliveries, and expanding modern trade in Australia and Japan. Outlook is positive, supported by infrastructure and diverse clientele.