Chaman Lal Setia Exports Limited — PPTs, 29-05-2026: Investor Presentation

**Chaman Lal Setia Exports (CLSEL) Q4 & FY26 Update:**

**Business Performance:** CLSEL showed healthy FY26 profitability with Net Profit up 11.6% to Rs. 114.8 Cr, and Q4 profit soaring 55.9% to Rs. 38.3 Cr. While full-year revenue slightly declined to Rs. 1,439.6 Cr, Q4 net sales impressively grew 16.5% YoY to Rs. 428.4 Cr, fueled by strong export volume growth. Exports represent ~88% of FY26 revenue.

**Growth & Strategy:** The company's strength lies in its integrated farm-to-fork model, efficient operations, and asset-light structure. Strategic priorities include expanding global reach and boosting the "Maharani" brand's domestic distribution network.

**Recent Developments:** Q4 saw significant export volume growth. CLSEL enhanced its infrastructure by adding two packing units in Karnal and relocating a processing facility to Mundra for faster exports. The company also proposed a final dividend of Rs. 3 per share for FY26.

**Financial Highlights & Outlook:** Q4 EBITDA margin rose to 12.1% (up 306 bps YoY). FY26 saw strong ROCE of 18% and ROE of 15%, reflecting efficient capital use. Management noted robust international demand despite supply chain challenges and plans to continue improving efficiency for sustainable value.