Chaman Lal Setia Exports Limited — PPTs, 12-11-2025: Investor Presentation

Chaman Lal Setia Exports (CLSEL) reported Q2FY26 revenue of 273 Cr and H1FY26 revenue of 580 Cr, a decline from the previous year, with Q2 PAT at 18.9 Cr and H1 PAT at 40.6 Cr. This was mainly due to a temporary, market-wide pricing correction for global rice, leading customers to delay purchases. Despite the top-line pressure, management highlighted that profitability was maintained, reflecting operational efficiency.

CLSEL is strategically expanding with three new packaging facilities in Karnal and a successful facility relocation to Mundra, boosting overall packaging capacity. These initiatives position the company for continued growth and revenue expansion.

The management notes that the market has now bottomed out, with a significant resurgence in demand. They anticipate gradual revenue increases, reaffirming their revenue target of 1,500 Cr for the full financial year. CLSEL emphasizes its asset-light model, prudent inventory management, and operational excellence.