Chamanlal Setia Exports Ltd
Chamanlal Setia Exports Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets to achieve revenue of INR 1,500 crore in FY26, consistent with past levels. The company is confident of achieving INR 1,500 crore revenue for FY26, indicating stable growth.
From Chamanlal Setia Exports Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets to achieve revenue of INR 1,500 crore in FY26, consistent with past levels.
- New capacities (three SORTEX plants in Karnal and one in Mundra) support potential to reach INR 2,000 crore in revenue if demand grows.
- Current capacity supports 25 to 30 container movements per day.
- Management is cautious yet confident about improving sales and margins in H2 FY26 due to good procurement prices and increasing orders.
- Discussions with Saudi clients and orders from countries where revenue/volume had fallen bolster confidence in hitting revenue targets.
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 added three new SORTEX plants located in Karnal and Mundra as part of its capacity expansion.
- These expansions indicate investment in increasing processing capacity, enabling handling of 25 to 30 container movements daily.
- Rajeev Setia mentioned that with these new plants, the company has a revenue potential of up to INR 2,000 crore, though conservatively targeting INR 1,500 crore for now.
- While exact future capital expenditure figures are not disclosed, there is a clear strategic focus on capacity growth to meet rising demand.
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
- Discussions with a Saudi client are almost at a mature stage, with a complete set of orders received but some final discussions pending before shipping.
- Confidence to achieve the INR 1,500 crore revenue mark partly stems from these orders.
- Additional orders have been received from countries where previous revenue and volumes had fallen; shipments from these orders are ongoing.
- The company expects that these confirmed and incoming orders will contribute to growth in sales volumes for the remainder of the year.
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 Q2 FY26 results?
The company targets to achieve revenue of INR 1,500 crore in FY26, consistent with past levels. The company is confident of achieving INR 1,500 crore revenue for FY26, indicating stable growth.
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 added three new SORTEX plants located in Karnal and Mundra as part of its capacity expansion.
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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.