Chamanlal Setia Exports Ltd

Q3 FY26Agricultural Food & other Products

Chamanlal Setia Exports Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q3 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹288

Market cap₹1.4K Cr

P/E11.1

Updated23 Aug 2026

Read4 min read

The short version

The company is working hard to grow sales and volumes steadily. The company is confident that Q4 FY26 performance will be good, potentially reaching INR 1,500 crore in revenue again.

From Chamanlal Setia Exports Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

The company is working hard to grow sales and volumes steadily.
Incremental sales have come from newly added capacities in Mundra and Karnal plants.
Q4 performance is expected to be good, potentially better than Q3, barring any adverse events.
Domestic market expansion is planned, including online sales and strengthening distribution.
Focus on high-quality products like the Maharani brand, with about 50% of sales from smaller packs.
Export markets remain diversified, with significant sales to the US, despite prior tariff challenges.
Tariff reductions to 19% in the US are opening up better opportunities.
No aggressive or unrealistic sales targets; growth will be gradual and stepwise with a focus on profitability.
Planned CapEx of about INR 5-10 crore to enhance automation and capacity to support growth.

Profitability & Margins

The company is confident that Q4 FY26 performance will be good, potentially reaching INR 1,500 crore in revenue again.
Margins are expected to be sustainable in Q4 if performance continues similarly.
For FY27, the management is working hard to grow sales and profitability steadily, emphasizing stepwise growth rather than rapid expansion.
Efforts include improving sales, after-sales service, and exploring new domestic market avenues.
New packing automation and possible production capacity enhancements are planned with CapEx in the range of INR 5-10 crore.
Foreign exchange fluctuations could impact margins, but no firm guidance is given due to unpredictability.
The company aims to promote business growth without burning money, focusing on distributor support and investor friendliness.
Overall, gradual revenue and profitability improvement is expected through increased volumes and better pricing.

See what Chamanlal Setia Exports Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The company is considering capital expenditure on new packing machines featuring automation such as auto-filling and auto-sealing.
Potential CapEx also includes changes in production units to improve capacity and quality.
Estimated CapEx value is modest, around INR 5 crore to INR 10 crore, described as "not huge."
New packing units may be added if sales increase further.
The company aims to increase its capacity whenever there is a conducive time with stable prices and good distributors.
The management is open to increasing capacity to support the Indian branded business segment.

Top-ranked in Agricultural Food & other Products

Ranked on what management guided this quarter

5x potential

1Regaal Resources₹863 Cr

Rev 1Mar 2

2Prospect Consum.₹23 Cr

Rev 1Mar 3

3₹242 Cr

Rev 2Mar 1

4₹2.6K Cr

Rev 2Mar 2

5₹14.6K Cr

Rev 2Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

No explicit mention of any planned new fundraising through debt or equity in the call.
Current bank borrowing limits: INR 300 crore with HDFC Bank (only INR 2 crore utilized) and around INR 50 crore with Punjab National Bank.
No significant long-term borrowings; Director's unsecured loans went down to zero recently as a strategic move.
Company prefers using internal funds and seasonal bank credit for procurement rather than raising new debt.
Possible small CapEx (INR 5-10 crore) planned for packing machine upgrades and production improvements, but no indication of raising external funds for this.
No discussion on equity fundraising or share buybacks; promoters hold shares in individual form, and no corporate restructuring for buybacks planned.
Focus remains on growing sales organically and maintaining operational cash flow efficiency without new fundraising.

See what Chamanlal Setia Exports Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript from the Q3 & 9M FY26 Post Earnings Conference Call does not explicitly mention the current or expected order book or pending orders details. However, from the discussions: - The company is experiencing good sales momentum and growth. - Large orders from stable customers continue, avoiding risky big wholesale orders. - Sales are growing stepwise with efforts on both domestic and international markets. - There is optimism about improving export realizations and tariff benefits beginning to show. - Production units are running at full capacity to meet demand, indicating healthy order inflow. - The company is cautious in procurement, avoiding excess inventory risk. - International geopolitical issues are being watched, but efforts to sustain sales remain firm. No specific quantitative figures on order book or pending orders were disclosed.

Chamanlal Setia Exports Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

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 Exports Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Chamanlal Setia Exports Ltd Q3 FY26 results?

The company is working hard to grow sales and volumes steadily. The company is confident that Q4 FY26 performance will be good, potentially reaching INR 1,500 crore in revenue again.

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 is considering capital expenditure on new packing machines featuring automation such as auto-filling and auto-sealing.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.