Chaman Lal Setia Exports Limited — Investor Meet, 15-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Chaman Lal Setia Exports targets FY26 revenue of at least INR 1,500 Cr. Q2 & H1 FY26 export sales saw an approximate INR 150 Cr decline as customers delayed purchases due to falling rice prices. Management believes prices have bottomed out, with sales now accelerating. The company is aggressively procuring at low prices, with inventory projected to exceed INR 500 Cr. New capacities in Karnal and Gandhidham are fully operational. Management is confident in a strong H2, citing new orders, progressing Saudi client discussions, and favorable ocean freights, all while upholding profitability.