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CLSEL Sets Sep 21 Record Date for Rs 3/Share (150%) Final Dividend; AGM on Sep 28, 2026
Chaman Lal Setia Exports Limited has scheduled its 32nd Annual General Meeting for September 28, 2026, via video conferencing. The company announced a record date of September 21, 2026, for the payment of a final dividend of Rs 3 per equity share (150% on face value of Rs 2) for FY26, subject to shareholder approval. The register of members and share transfer books will remain closed from September 22 to September 28, 2026. Remote e-voting will take place from September 25 to September 27, 2026.
Confidence: HIGH
What changedFormal intimation of AGM date, record date, and book closure dates for the FY26 final dividend payout.
Why it mattersConfirms the schedule and entitlement cut-off date for eligible shareholders to receive the Rs 3 per share dividend.
Final Dividend per Share: Rs. 3/-Dividend Percentage: 150%Face Value per Share: Rs. 2/-Record Date: 21.09.2026AGM Date: 28.09.2026
📅 Short termStock will trade ex-dividend ahead of the September 21, 2026 record date.
📈 Long termLimited; reflects regular annual corporate governance and shareholder return practices.
Key Highlights
Recommended final dividend of Rs 3.00 (150%) per equity share of nominal value Rs 2 for FY26
Record date and cut-off date for dividend and e-voting eligibility set as Monday, September 21, 2026
32nd Annual General Meeting scheduled for Monday, September 28, 2026, at 4:30 PM IST via VC/OAVM
Book closure period runs from Tuesday, September 22, 2026, to Monday, September 28, 2026
Remote e-voting window open from September 25, 2026 (10:00 AM) to September 27, 2026 (5:00 PM)
👀 What to Watch
Track the ex-dividend date around September 21, 2026, and the outcome of the AGM on September 28, 2026, for shareholder approval and dividend dispatch timelines.
CLSEL Sets Sep 21, 2026 Record Date for Rs 3/Share (150%) Final Dividend; AGM on Sep 28
Chaman Lal Setia Exports Limited (CLSEL) has scheduled its 32nd Annual General Meeting (AGM) for September 28, 2026. The company has fixed September 21, 2026, as the record date and cut-off date for determining shareholder eligibility for a final dividend of Rs 3.00 (150%) per equity share of face value Rs 2.00 each for FY26. Book closure will run from September 22 to September 28, 2026, with remote e-voting active from September 25 to September 27, 2026.
Confidence: HIGH
What changedFormal intimation of AGM date, remote e-voting window, and the record date for the FY26 final dividend of Rs 3.00 per share.
Why it mattersConfirms the cash distribution timeline for shareholders, representing a dividend yield of approximately 1.0% on the current share price of Rs 299.90.
Final dividend per share: Rs 3.00 (150%)Face value per share: Rs 2.00Record date: 21-Sep-2026AGM date: 28-Sep-2026
📅 Short termThe stock will trade ex-dividend around September 21, 2026, reflecting the Rs 3.00 dividend adjustment.
📈 Long termLimited; this is a standard annual corporate action and dividend distribution routine.
Key Highlights
Recommended final dividend of Rs 3.00 per share (150% on face value of Rs 2.00) for FY26
Record date and e-voting cut-off set for September 21, 2026
32nd AGM scheduled for September 28, 2026, at 4:30 PM via VC/OAVM
Share transfer register closed from September 22, 2026, to September 28, 2026
👀 What to Watch
Investors seeking dividend eligibility must hold shares before the record date of September 21, 2026, and track AGM voting outcomes on September 28, 2026.
CLSEL Q1 FY27 Concall: New Saudi Client Win and Target for >35% Branded Sales
Chaman Lal Setia Exports (CLSEL) reported a resilient Q1 FY27, navigating geopolitical tensions with zero shipments to Iran and a focus on port diversification. The company onboarded a major Saudi client, Al-Muhaidib, which procures ~2.5 lakh tons annually, starting with an initial 500-ton shipment. Management is pivoting towards higher-margin branded sales, aiming for a >35% contribution compared to the current 15-25%. Despite stagnant 3-year revenue growth (~1% CAGR), the company maintains a strong 18% ROCE and low debt-to-equity of 0.10.
Confidence: HIGH
What changedThe company has secured a significant new international client and is formalizing a strategy to move from private label to higher-margin branded exports.
Why it mattersWith revenue growth stalling at ~1% CAGR, the focus on branded sales and large-scale institutional clients is critical to re-rating the stock and improving profitability.
New Client Annual Volume: 2.5 lakh tonsInitial Shipment Size: 500 tonsBranded Sales Target: >35%Peak Packaging Capacity: 800 tons/dayTTM Revenue: Rs 1439 Cr
📅 Short termThe stock may see positive sentiment following management's confidence in navigating freight costs and the announcement of a major new client.
📈 Long termSuccess depends on breaking the revenue stagnation and achieving the 35% branded sales target to improve structural margins.
⚠ Risk flags
- Geopolitical risks affecting Red Sea routes
- Stagnant top-line growth (1% CAGR over 3 years)
- High export dependency (90% of revenue)
Key Highlights
Onboarded Al-Muhaidib, a Saudi buyer with an annual procurement volume of ~2.5 lakh tons
Initial 500-ton shipment to Jeddah is currently in transit
Targeting branded sales contribution of >35%, up from the current 15-25% range
Packaging capacity can be scaled from 500 tons/day to 800 tons/day without immediate capex
Maintained zero shipments to Iran in Q1 FY27 to mitigate geopolitical risk exposure
👀 What to Watch
Watch for the execution of the Al-Muhaidib contract and whether the shift to branded sales successfully improves OPM beyond the current 10.9%.
48% PAT Growth in Q1 FY27; Export Realizations Surge 28% to ₹98/kg
Chaman Lal Setia Exports (CLSEL) reported a strong Q1 FY27 with revenue growing 12.6% YoY to ₹345.9 Cr and PAT increasing 47.8% to ₹32.0 Cr. The growth was primarily driven by a 27.9% surge in average export realizations to ₹98/kg, which successfully offset moderated sales volumes of 36,616 MT. EBITDA margins expanded significantly by 301 bps to 12.6%, reflecting a shift toward a premium product mix and disciplined pricing. The company remains financially robust with a net-cash balance sheet (Net Debt/Equity of -0.06) and an ROCE of 18%.
Confidence: HIGH
What changedThe company has demonstrated a significant improvement in profitability margins and realizations despite global logistics challenges, shifting from a volume-led to a value-led growth profile in the latest quarter.
Why it mattersThe margin expansion to 12.6% indicates strong pricing power and a successful premiumization strategy, which is critical for a commodity-linked business to maintain high ROCE (18%).
Q1 FY27 Revenue: ₹345.9 CrQ1 Revenue vs TTM Revenue: 24.03%EBITDA Margin: 12.6%Export Realization: ₹98/kgNet Debt to Equity: -0.06
📅 Short termThe stock may react positively to the sharp expansion in EBITDA and PAT margins, which outperformed revenue growth significantly.
📈 Long termThe company's focus on branded sales and capital-efficient operations (low debt, high ROCE) positions it well for structural growth in the premium basmati segment.
⚠ Risk flags
- Geopolitical risks affecting Red Sea export routes
- High geographic concentration with 90% revenue from exports
- Raw material price volatility affecting procurement costs
Key Highlights
Net Profit increased 47.8% YoY to ₹32.0 Cr in Q1 FY27
EBITDA margins expanded by 301 bps to 12.6% from 9.6% YoY
Average export realization rose 27.9% YoY to ₹98/kg
Total sales volume for the quarter stood at 36,616 MT
Maintained a net-cash position with Net Debt/Equity at -0.06
👀 What to Watch
Investors should monitor the sustainability of high export realizations and the company's progress in increasing own-brand sales from the current 15-25% range toward the 35% target. Watch for any impact of prolonged Red Sea shipping disruptions on freight costs in H2 FY27.
47.8% YoY PAT Growth in Q1 FY27; Revenue Up 12.6% to ₹345.92 Cr
Chaman Lal Setia Exports Limited (CLSEL) reported a strong year-on-year performance for the quarter ended June 30, 2026. Net profit surged 47.8% to ₹31.99 Cr compared to ₹21.64 Cr in Q1 FY26, driven by significant margin expansion. Revenue from operations grew 12.6% YoY to ₹345.92 Cr, although it declined 19.3% sequentially from the March 2026 quarter. The company maintained a healthy Profit Before Tax (PBT) margin of approximately 12.4%, up from 9.4% in the year-ago period.
Confidence: HIGH
What changedThe company has reported its Q1 FY27 financial results, showing a substantial improvement in profitability and margins compared to the same period last year.
Why it mattersThe strong YoY growth in a typically seasonal business indicates better realization or improved product mix (branded vs. private label). Sustained margin improvement is critical for the company to reach its goal of increasing own-brand sales to 35%.
Revenue (Q1 FY27): ₹345.92 CrNet Profit (Q1 FY27): ₹31.99 CrYoY PAT Growth: 47.8%PBT Margin: 12.36%EPS (Q1 FY27): ₹6.44
📅 Short termThe stock is likely to react positively to the strong YoY earnings growth and margin expansion, despite the sequential revenue dip which is common in the rice industry.
📈 Long termThe company's focus on increasing branded sales and leveraging its 3-star export house status provides a structural growth path, provided it manages export route risks effectively.
⚠ Risk flags
- High dependency on export markets (90% of revenue)
- Vulnerability to Red Sea route disruptions affecting freight costs
- Raw material price volatility due to monsoon dependency
Key Highlights
Net Profit increased by 47.8% YoY to ₹31.99 Cr from ₹21.64 Cr
Revenue from operations grew 12.6% YoY to ₹345.92 Cr
Earnings Per Share (EPS) rose to ₹6.44 from ₹4.35 in the corresponding previous quarter
Profit Before Tax (PBT) reached ₹42.75 Cr, a 48.7% increase over Q1 FY26
Finance costs remained low at ₹1.76 Cr, representing only 0.5% of quarterly revenue
👀 What to Watch
Investors should monitor if the company can maintain these double-digit margins in the face of potential freight cost increases and track the progress of the Karnal packaging capacity expansion.
CLSEL FY26 Earnings: INR 3 Dividend Declared Amid 30% Inventory-Led Margin Gains
Chaman Lal Setia Exports Limited (CLSEL) reported a strong FY26 performance, bolstered by a strategic inventory buildup when prices were low, resulting in a 30% price appreciation by March. The company has declared a dividend of INR 3 per share and maintains a robust revenue base in the INR 1,400-1,500 crore range. Despite geopolitical tensions in the Middle East, management highlighted that essential food demand remains resilient and shipping routes like the Red Sea remain operational for key markets.
Key Highlights
Declared a dividend of INR 3 per share for the fiscal year ended March 2026.
Strategic inventory management captured a 30% rise in rice prices between Q3 and Q4 FY26.
Revenue has stabilized at a higher orbit of INR 1,400-1,500 crore, up from historical levels of INR 700-800 crore.
Top 10 customers contribute approximately 35% of revenue, indicating a diversified global client base across 100+ countries.
Management is actively pursuing a large-scale institutional client and focusing on high-margin markets like the USA and Europe.
👀 What to Watch
Investors should view the dividend and strategic inventory gains as signs of management's execution capability; however, watch for the impact of sustained high freight costs on future margins.
CLSEL Q4 FY26 PAT Surges 56% YoY to ₹38.3 Cr; Board Recommends ₹3 Dividend
Chaman Lal Setia Exports (CLSEL) reported a strong performance in Q4 FY26, with Net Profit jumping 55.9% YoY to ₹38.3 Cr, supported by a 31.8% growth in export volumes. While annual revenue for FY26 saw a marginal decline of 3.7% to ₹1,439.6 Cr, the company successfully improved its full-year PAT by 11.6% to ₹114.8 Cr. Operational efficiency was a key driver, with Q4 EBITDA margins expanding by 306 basis points to 12.1%. The company remains financially robust with a net-cash position and an ROCE of 18%.
Key Highlights
Q4 FY26 Revenue grew 16.5% YoY to ₹428.4 Cr, driven by strong export realizations and volume growth.
EBITDA for Q4 FY26 rose 55.7% YoY to ₹52.0 Cr, with margins expanding to 12.1% from 9.1% in the previous year.
Full-year FY26 PAT reached ₹114.8 Cr with a healthy ROE of 15% and ROCE of 18%.
Maintained a strong balance sheet with a Net Debt to Equity ratio of -0.06, indicating a net cash position.
Board recommended a final dividend of ₹3 per equity share (150% of face value) for FY26.
👀 What to Watch
Investors should take note of the significant margin expansion and robust export volume growth despite global logistical challenges. The company's debt-free status and consistent dividend payout reflect strong financial discipline, making it a solid pick in the agricultural export sector.
CLSEL Q4 FY26 PAT Jumps 55.9% YoY to ₹38.3 Cr; Recommends ₹3 Dividend
Chaman Lal Setia Exports (CLSEL) reported a robust Q4 FY26 with PAT rising 55.9% YoY to ₹38.3 Cr, driven by a 16.5% increase in revenue to ₹428.4 Cr. While full-year revenue saw a marginal dip of 3.7% to ₹1,439.6 Cr, annual PAT grew by 11.6% to ₹114.8 Cr. The company achieved significant margin expansion, with Q4 EBITDA margins rising 306 bps to 12.1% due to improved realizations and strong export volumes. A final dividend of ₹3 per share (150% of face value) has been recommended for FY26.
Key Highlights
Q4 FY26 PAT surged 55.9% YoY to ₹38.3 Cr, while EBITDA grew 55.7% to ₹52.0 Cr.
Export volumes increased by 18% YoY in Q4 to 44,544 MT, despite global logistical disruptions.
EBITDA margins expanded significantly by 306 bps YoY to 12.1% in Q4 FY26.
Full-year FY26 PAT reached ₹114.8 Cr, representing an 11.6% growth over the previous fiscal.
Recommended a final dividend of ₹3 per equity share for FY26, subject to shareholder approval.
👀 What to Watch
Investors should take note of the strong margin expansion and resilient export performance despite shipping headwinds. The healthy dividend payout and improved realizations per kg make this a positive update for long-term holders in the agri-export space.
CLSEL FY26 Net Profit Rises 11.5% to ₹114.8 Cr; Recommends ₹3 Final Dividend
Chaman Lal Setia Exports Limited (CLSEL) reported a strong financial performance for FY26, with net profit growing 11.5% year-on-year to ₹114.78 crore. The Board has recommended a final dividend of ₹3 per equity share (150% of face value), reflecting confidence in cash flows. While annual revenue saw a marginal decline of 3.7% to ₹1,439.58 crore, the fourth quarter showed significant momentum with a 54% surge in net profit compared to the same period last year. The company's earnings per share (EPS) improved to ₹23.10 from ₹20.68 in the previous fiscal year.
Key Highlights
Net Profit for FY26 increased to ₹114.78 crore from ₹102.88 crore in FY25
Q4 FY26 Net Profit surged 54% YoY to ₹38.27 crore compared to ₹24.85 crore in Q4 FY25
Recommended a final dividend of ₹3 per equity share of face value ₹2 each
Annual Earnings Per Share (EPS) grew to ₹23.10 from ₹20.68
Total Income for the full year stood at ₹1,450.30 crore with a strong Q4 recovery in revenue
👀 What to Watch
Investors should take note of the strong bottom-line growth and the healthy dividend payout. The significant recovery in Q4 margins suggests improved operational efficiency, making it a positive hold for long-term investors.
CLSEL FY26 Net Profit Rises 11.5% to ₹114.78 Cr; ₹3 Final Dividend Declared
Chaman Lal Setia Exports Limited (CLSEL) reported a net profit of ₹114.78 crore for FY26, marking an 11.5% growth over the previous year. The company's Q4 performance was particularly strong, with net profit rising 55.8% YoY to ₹38.27 crore, driven by improved margins despite a marginal 3.7% dip in annual revenue to ₹1,439.58 crore. The board has recommended a final dividend of ₹3 per share (150% of face value). The company's financial position remains robust with a significant increase in bank balances to ₹128.64 crore.
Key Highlights
FY26 Net Profit increased 11.5% YoY to ₹114.78 crore from ₹102.88 crore
Q4 FY26 Net Profit surged 55.8% YoY to ₹38.27 crore compared to ₹24.55 crore in Q4 FY25
Recommended a final dividend of ₹3 per equity share (150% on face value of ₹2)
Annual Revenue from operations stood at ₹1,439.58 crore, a slight decrease from ₹1,495.26 crore in FY25
Earnings Per Share (EPS) for FY26 improved to ₹23.10 from ₹20.68 in the previous year
👀 What to Watch
The strong bottom-line growth and healthy dividend payout reflect operational efficiency; investors may consider holding for long-term value in the basmati rice export sector. Monitor global rice trade policies which could impact future revenue volumes.
CLSEL Q3 FY26 Call: Export Volumes Double to 34,578 MT Amid Basmati Price Surge
Chaman Lal Setia Exports reported a significant recovery in Q3 FY26, with export volumes in top markets jumping from 15,493 MT to 34,578 MT. The company benefited from strategic procurement in September, capturing a 4-20% rise in Basmati prices across varieties like 1509 and 1401 by December. Management highlighted improved competitiveness in the US market as tariffs reduced to 19% and noted a shift in global demand away from Pakistan. The company maintains a no-hedging policy on currency, successfully leveraging rupee depreciation to boost the bottom line.
Key Highlights
Export volumes for top 6 countries surged over 120% to 34,578 metric tons in Q3 FY26.
Basmati 1509 variety prices rose 15% from INR 6,400 to INR 7,300 per quintal between October and December.
The 1401 variety saw a sharp 21% price increase from INR 6,600 to INR 8,000 per quintal during the quarter.
US import tariffs on Indian rice have been lowered to 19%, providing a significant tailwind for American exports.
Management reported a 15-20% reduction in the overall Basmati crop size, which is supporting higher global realizations.
👀 What to Watch
Investors should view the strong volume growth and timely inventory procurement as positive indicators for margin expansion in upcoming quarters. Monitor the sustainability of export demand and any further changes in international trade tariffs.
CLSEL Q3FY26 PAT Rises 24% YoY to ₹35.9 Cr; Export Volumes Surge to Record 48,965 MT
Chaman Lal Setia Exports (CLSEL) reported a robust Q3FY26 with PAT growing 24% YoY to ₹35.9 Cr, driven by a sharp recovery in export volumes. Revenue for the quarter stood at ₹431 Cr, up 9% YoY, as the company benefited from global stockpiling and price hikes of 10-20% in premium rice variants. EBITDA margins expanded to 11.85% from 9.99% YoY, reflecting strong operating leverage and better realizations. The company also highlighted a favorable reduction in US import tariffs from 25% to 18%, which is expected to boost competitiveness in the North American market.
Key Highlights
Q3FY26 Revenue grew 9% YoY to ₹431 Cr, while EBITDA rose 29.3% to ₹51.1 Cr.
Export volumes hit 48,965 MT in Q3, supported by strong demand from Egypt, Malaysia, and Dubai.
Realized price hikes of 10%-20% across premium Basmati categories including 1509 and 1718 variants.
US import tariffs reduced from 25% to 18%, providing a structural tailwind for future premium exports.
Maintains efficient working capital with a 188-day cycle and a conservative Net Debt/Equity of 0.1x.
👀 What to Watch
Investors should view the strong volume recovery and margin expansion as a positive sign of operational turnaround. The company's lean balance sheet and efficient working capital cycle provide a safety margin for long-term holders.
CLSEL Q3 PAT Rises 24% YoY to ₹35.94 Cr; Revenue Up 9% to ₹431 Cr
Chaman Lal Setia Exports Limited (CLSEL) reported a strong quarterly performance for Q3 FY26, with revenue from operations growing 9% YoY to ₹430.99 crore. Net profit for the quarter saw a robust increase of 23.9% YoY, reaching ₹35.94 crore compared to ₹29.01 crore in the same period last year. On a sequential basis (QoQ), the company showed massive growth, with revenue jumping 57.9% and PAT nearly doubling from ₹18.93 crore. While the nine-month revenue is still down 10.3% YoY, the latest quarter indicates a significant recovery in business momentum.
Key Highlights
Revenue from operations for Q3 FY26 stood at ₹430.99 crore, up 9% YoY and 57.9% QoQ.
Net Profit (PAT) increased 23.9% YoY to ₹35.94 crore, with margins improving significantly on a sequential basis.
Earnings Per Share (EPS) for the quarter rose to ₹7.24 from ₹5.83 in the year-ago period.
9M FY26 revenue reached ₹1,011.21 crore, reflecting a 10.3% decline compared to ₹1,127.57 crore in 9M FY25.
Total expenses for the quarter were managed at ₹383.28 crore, with a notable change in inventory levels reflecting seasonal processing.
👀 What to Watch
The strong quarterly recovery and sequential growth suggest a turnaround in export demand and better margin management. Investors should maintain a positive outlook but monitor if this momentum sustains in Q4 to bridge the gap in year-to-date performance.
