Chaman Lal Setia Exports Q2 FY26 results (Jul–Sep 2025) and concall

Fast Moving Consumer Goods · Concall AI · Call held 12 Nov 2025

Company page: Chaman Lal Setia Exports share price, financials & guidance record

Chamanlal Setia reported H1 FY26 revenue of INR 600 crores with a 9.3% margin, despite a significant INR 150 crore decline in export sales. The company is strategically procuring paddy at low prices, aiming for INR 1,500 crores revenue for FY26, with INR 900 crores expected in H2. Management addressed concerns regarding sales decline due to price sensitivity and geopolitical factors, while also committing to investigate a high inventory-to-sales ratio flagged by an analyst.

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What they filed

Q2 FY26: revenue down 26.0%, net profit down 29.6% against the same quarter last year.

₹ Cr · quarterly

Line item	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	369	395	368	307	273 −26%
Expenses	333	356	334	278	249
EBITDA	36	40	33	29	24 −33%
Margin	10%	10%	9%	10%	9%
Other income	2	3	2	2	4
Interest	1	2	5	2	2
Depreciation	1	2	-1	1	1
Profit before tax	36	39	32	29	25 −31%
Tax rate	25%	25%	23%	25%	25%
Net profit	27	29	25	22	19 −30%
EPS	5.37	5.83	4.94	4.35	3.81

How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.

What they filed

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