Chaman Lal Setia Exports Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Chaman Lal Setia Exports reported a strong Q3 FY26, with sales volumes more than doubling for top countries and Basmati rice prices up 15-20% (Oct-Dec), boosting profitability from timely low-cost procurement. Management cites proactive sales and fully operational new plants for the recovery. Outlook for Q4 remains positive. The company is expanding its "Maharani" brand in India and launching "Teasan," a rice-based tea, after successful lab tests. US tariff reduction to 19% is expected to benefit exports. Robust borrowing limits (HDFC INR 300 Cr, PNB INR 50 Cr) are in place, with low current utilization, indicating efficient capital management and confidence in future growth.