Chaman Lal Setia Exports Limited — PPTs, 13-02-2026: Investor Presentation

Chaman Lal Setia Exports reported a pivotal turnaround in Q3 FY26, with revenue climbing to Rs. 431.0 Cr, a 9% year-on-year increase. Profit After Tax (PAT) surged 23.9% YoY to Rs. 35.9 Cr, driven by a significant 48,965 MT rise in export volumes. This strong performance was fueled by strategic global stockpiling and rising rice consumption, partly due to food security concerns.

The company also benefited from a 10-20% price hike across premium Basmati variants and enhanced operating leverage, boosting EBITDA to Rs. 51.1 Cr (+29.3% YoY). Management highlighted amplified brand presence through marquee events like Anuga and Gulfood. A key tailwind going forward is the reduction of U.S. import tariffs from 25% to 18%, strengthening market competitiveness. The company is confident in sustaining this growth trajectory, enhancing margins, and expanding its global footprint.