Chamanlal Setia Exports Ltd
Chamanlal Setia Exports Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company aims to achieve a revenue target of INR 2,000 crores, with timing dependent on market conditions (Page 12). The company expects some quarters to be very strong and others slower, without compromising margins, indicating variable but solid growth potential.
From Chamanlal Setia Exports Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company aims to achieve a revenue target of INR 2,000 crores, with timing dependent on market conditions (Page 12).
- Q2 revenue target is around INR 400 crores, with expectations to increase to INR 400-450 crores as prices become favorable (Pages 14-15).
- Sales and volume growth in Q1 were flat, with volumes stable but revenues down due to lower rice prices (Pages 13-14).
- New plants (two in Karnal, one in Gandhidham) are operational; Karnal plants running at 50% utilization due to price declines, expected to run at full capacity as conditions improve (Page 19).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Chamanlal Setia Exports Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company has recently installed two new packing units out of three in Karnal; the third unit is still under teething troubles.
- Investment in each processing/packing unit is approximately INR 2.5 to 3 crore (machinery and erection only, excluding land/building).
- Each unit can generate annual revenue of around INR 100 crore conservatively, with potential to increase to INR 125-130 crore.
- One plant in Gandhidham opened on July 4th, operating at full capacity.
- Two out of three plants in Karnal are operational but currently running at about 50% capacity due to declining rice prices; expected to ramp up when market conditions improve.
2 more points management made on capital expenditure plans
Top-ranked in Agricultural Food & other Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Chamanlal Setia Exports Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not explicitly mention the exact current or expected order book or pending order values for Chaman Lal Setia Exports Limited.
- Discussions highlight that the company is cautious in ramping up production and exports due to anticipated price declines and geopolitical uncertainties.
- New plants in Gandhidham and Karnal are operational, with Gandhidham running at full capacity and Karnal at about 50% utilization.
- The company is focused on expanding export business and increasing efficiencies once market conditions stabilize.
- They have a strong customer base spread across 94-95 countries, continuously looking for new customers and markets.
2 more points management made on order book & pipeline
Chamanlal Setia Exports Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹428 Cr, net profit ₹38 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Chamanlal Setia's management said in earlier quarters
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Frequently Asked Questions
What were Chamanlal Setia Exports Ltd Q1 FY26 results?
The company aims to achieve a revenue target of INR 2,000 crores, with timing dependent on market conditions (Page 12). The company expects some quarters to be very strong and others slower, without compromising margins, indicating variable but solid growth potential.
What is Chamanlal Setia Exports Ltd share price analysis?
Chamanlal Setia Exports Ltd currently shows a neutral. The stock trades at a P/E of 11.1 with a market cap of ₹1,385 Cr. Investors should review the full earnings analysis for detailed insights.
Is Chamanlal Setia Exports Ltd planning capital expenditure?
The company has recently installed two new packing units out of three in Karnal; the third unit is still under teething troubles.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.