Chaman Lal Setia Exports Limited — PPTs, 07-08-2026: Investor Presentation

Chaman Lal Setia Exports (CLSEL) kicked off FY27 with a strong Q1 performance.

**1. Business Performance:** Revenue rose 12.2% YoY to ₹346 Cr, fueled by higher realizations in both domestic and export markets. Net Profit jumped 47.8% YoY to ₹32.0 Cr, with EPS at ₹6.44. EBITDA grew an impressive 48.0% YoY to ₹43.6 Cr, boosting margins. Despite softer export volumes, strong export realizations (+27.9% YoY to ₹98/kg) and domestic realizations (+13.0% YoY to ₹64/kg) drove growth. Key markets like Canada, USA, Australia, and Far East contributed significantly.

**2. Growth Drivers & Strategy:** CLSEL is focused on expanding its premium branded portfolio, strengthening global and domestic presence, and maintaining capital-efficient operations. Its integrated farm-to-fork model, disciplined procurement, and asset-light inventory management are strategic pillars.

**3. Recent Developments:** The company recently enhanced operational efficiency by adding 2 packing units in Karnal and shifting its processing facility from Gandhidham to Mundra.

**4. Key Financial Metrics:** Q1 FY27 saw Revenue at ₹346 Cr (+12.2% YoY), Net Profit ₹32.0 Cr (+47.8% YoY), and EPS of ₹6.44. EBITDA margin hit 12.6% (+301 bps YoY).

**5. Management Commentary / Outlook:** Management noted resilient performance despite global challenges, highlighting plans to grow the branded portfolio, expand market reach, and maintain disciplined inventory management for sustainable, profitable growth.