Chamanlal Setia Exports Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 30 May 2026 | Agricultural Food & other Products | Market Cap: ₹1.4K Cr
Revenue grew by 11% in FY25, a positive indicator driven by upgraded infrastructure. The company targets revenue of INR 2,000 crores soon, leveraging expanded infrastructure and new plants.
From Chamanlal Setia Exports Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Price
₹288
Market Cap
₹1.4K Cr
P/E Ratio
11.1
How does Chamanlal Setia Exports Ltd rank in Agricultural Food & other Products?
Compare Chamanlal Setia Exports Ltd against every Agricultural Food & other Products company this quarter on revenue, margins and earnings-call signals.
Chamanlal Setia Exports Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹428 Cr, net profit ₹38 Cr.
Full financials →📊 Revenue & Sales Performance
- →Revenue grew by 11% in FY25, a positive indicator driven by upgraded infrastructure.
- →Target for FY26 is to achieve INR 2,000 crores in revenue, indicating strong expected growth.
- →Volume growth YoY increased by 11%; Q4 volume growth specifics were not disclosed but expected positive trend.
- →Expansion into new markets with appointment of distributors, e.g., Maharani distributor started in Australia, with plans for wider domestic distribution.
- →Focus on increasing domestic branded sales, currently 14-15%, expected to grow with higher domestic sales by INR 100 crore.
- →Online sales channels (e.g., Blinkit, Amazon) are being leveraged to increase brand recognition and sales.
- →Capacity expansion via new packing plants; existing milling capacity is sufficient.
- →Willingness to sometimes compromise on margins or work at low margins/loss initially to gain new customers, expecting margins to normalize later.
- →Management confident of sustaining growth with improved infrastructure, increased sales, and market expansion efforts.
📈 Profitability & Margins
🏗️ Capital Expenditure Plans
- →Recently, the company has set up 3 new units with investments around INR 1 crore to 1.5 crores each, mainly to increase packing capacity, not paddy-to-rice processing capacity.
- →A new packing unit in Gandhidham has been established and is ready for inauguration.
- →There are no plans for major new CapEx beyond these small investments as current rice processing capacity is sufficient.
- →The focus is on expanding packing capabilities rather than processing capacity.
- →The company considers these expansions sufficient for near-term growth and does not foresee large capital expenditures in the immediate future.
💰 Fundraising & Capital Structure
- →No mention of any current or future fundraising through debt or equity in the call.
- →Rajeev Setia stated the company has good finances with no problems at all.
- →CapEx planned is minimal (around INR 1-1.5 crores) for increasing packing capacity, not large expansions that require major funding.
- →Focus appears to be on organic growth through increased infrastructure and sales expansion.
- →No indications from management about raising funds via issuance of equity or taking on significant new debt in the near future.
📋 Order Book & Pipeline
Key Metrics
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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 Q4 FY25 results?
Revenue grew by 11% in FY25, a positive indicator driven by upgraded infrastructure. The company targets revenue of INR 2,000 crores soon, leveraging expanded infrastructure and new plants.
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?
Recently, the company has set up 3 new units with investments around INR 1 crore to 1.5 crores each, mainly to increase packing capacity, not paddy-to-rice processing capacity.
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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.
