Chaman Lal Setia Exports Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Chaman Lal Setia Exports reported Q1 FY26 volumes flat YoY at 41,255 tons, with revenue decline attributed to geopolitics and falling rice prices. Management strategically reduced business speed to preserve margins, which remained stable. They target INR 400 Cr quarterly revenue from Q2, expecting new crop prices to be favorable for increased sales. New packing units in Karnal (2/3 operational) and Mundra (fully operational) are set to boost capacity. The company is debt-free and managing inventory for optimal profitability. Export focus remains strong, with zero impact from US tariffs and promising prospects in Russia.