Chaman Lal Setia Exports Limited (CLSEL)

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Chaman Lal Setia Exports Limited (CLSEL) · mywealthgrid

About

Chaman Lal Setia Exports operates in agricultural products within Consumer Staples with a ₹1,383.9 Cr market cap. Established business: 74% promoter ownership, regular dividends since 2021, recent quarters generating ₹345–430 Cr revenue with improving profitability.

Face value: ₹2

Market cap

₹1,401 Cr

P/E

11.2×

P/B

1.7×

Dividend yield

1.1%

ROE

14.6%

ROCE

19%

Debt / equity

0.1

OPM

10.9%

EPS (TTM)

₹25.2

Book value

₹168.5

52-week high

—

52-week low

Key insights

Company research notes and source-linked reviews

Key risks

Revenue volatility: Jun 2026 revenue ₹345.92 Cr down 19% from Mar's ₹428.37 Cr despite margin gains; Sep/Jun quarters consistently weaker — verify if normal seasonal pattern or structural weakness in agricultural exports.
Stock-earnings mismatch: -4.12% YoY return despite 48% EPS growth (₹4.35 Jun 2025 → ₹6.44 Jun 2026) — verify if market doubts margin sustainability or undisclosed sector headwinds.
Liquidity and concentration: 21% public float with 74% promoter concentration — verify if shareholding pledged and whether it limits institutional participation.
Commodity and export exposure: Agricultural products subject to price volatility, monsoon dependency, and policy shifts — verify hedging practices, pricing power, and diversification.

Generated analysis · source review pending

Growth drivers

Operating margin expanded 300+ bps from 9.58% (Jun 2025) to 12.59% (Jun 2026); EPS grew 48% on only 12.6% revenue growth — verify if from cost control or pricing, and whether sustainable.
Revenue scaled to ₹430+ Cr quarterly (Mar/Dec 2025) vs. ₹370 Cr baseline in 2024 — verify if this higher level represents structural improvement or cyclical strength.
Strong balance sheet (D/E 0.1) and consistent dividend flow indicate cash generation capacity — verify management's strategy for deploying financial flexibility into growth.

Generated analysis · source review pending

2,177 historical price candles were omitted because the exchange source has not been verified.

₹282.0-0.1%1Y

Quick read

rule-based

Pros

+High return on capital employed of 20.2%
+Almost debt-free (debt/equity 0.1)
+Comfortable interest coverage of 18×
+High promoter holding of 74.1% with no pledge

Cons

−Low dividend payout of 11.9% of profit

Research score

Structured signal from quality, growth, valuation and momentum.

64/100

Business quality: 60
Growth: 41
Valuation

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

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Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Standalone figures · ₹ crore · years without a filed annual are summed from quarters

₹ Cr	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	483	492	747	764	798	851	932	1,387	1,356	1,495	1,440
COGS	-23	-41	-580	-589	-597	588	654	1,058	1,052	1,167	1,106
Gross profit	—	—	—	—	—	263	279	329	304	328	334
	449	469	1,257	1,291	1,320	146	184	170	142	187	177
	58	64	70	63	75	118	95	159	162	141	157
OPM %	11.9%	13%	9.4%	8.2%	9.4%	13.9%	10.2%	11.5%	11.9%	9.4%	10.9%
Depreciation	3	4	4	4	5	5	5	6	7	4	5
Interest	3	5	8	7	7	6	7	7	10	10	9
	2	3	2	2	7	3	4	11	10	9	11
Profit before tax	57	58	60	53	70	110	87	157	155	136	154
Tax	20	20	18	18	18	28	22	40	39	33	39
Tax %	34.6%	33.7%	30.6%	35%	25.2%	25.2%	25.4%	25.2%	25.2%	24.6%	25.4%
	37	39	42	34	52	82	65	118	116	103	115
PAT margin %	7.7%	7.8%	5.6%	4.5%	6.6%	9.6%	7%	8.5%	8.5%	6.9%	8%
EPS (₹)	24.9	7.4	8.1	6.7	10.2	15.9	12.6	22.8	22.4	20.7	23.1
EPS adjusted (₹)	—	—	—	—	—	—	—	22.7	22.4	20.7	23.1
	1.8%	5.4%	5.2%	7.2%	4.9%	3.5%	0%	4.4%	10.1%	12.1%	13%
Annual report	Annual report for Mar 2016	Annual report for Mar 2017	Annual report for Mar 2018	Annual report for Mar 2019	Annual report for Mar 2020	Annual report for Mar 2021	Annual report for Mar 2022	Annual report for Mar 2023	Annual report for Mar 2024	Annual report for Mar 2025	—

₹ Cr	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity capital	10	10	10	10
Reserves	598	704	723	828
	120	175	123	83
	89	105	111	119
Total equity & liabilities	818	994	968	1,040
	133	143	156	167
CWIP	9	5	6	0
Investments	0	0	0	0
	676	846	806	872
Total assets	818	994	968	1,040

₹ Cr	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	-14	-58	37	-18	73	51
	-8	-7	-4	-6	-11	-2
	21	15	-5	45	-62	-49
Net cash flow	-0	-50	29	21	-0	0
Free cash flow	-25	-69	28	-31	55	41
CFO / Operating profit %	-11.6%	-61.3%	23.5%	-10.9%	51.5%	32.7%

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Ratios

Annual operating, return, leverage and working-capital ratios.

Standalone figures

Ratio	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	—	—	30.9%	29.9%	23.7%	22.4%	21.9%	23.2%
EBITDA margin %	8.2%	9.4%	13.9%	10.2%	11.5%	11.9%	9.4%	10.9%
EBIT margin %	7.6%	8.8%	13.2%	9.6%	11%	11.4%	9.2%	10.6%
PAT margin %	4.5%	6.6%	9.6%	7%	8.5%	8.5%	6.9%	8%
Working capital
Receivable days	—	—	—	—	40	54	56	59
Inventory days	—	—	—	—	143	173	136	141
Payable days	—	—	—	—	3	3	4	3
NWC days	—	—	—	—	180	225	188	197
Leverage
Current ratio	—	—	—	—	4.27	3.8	4.7	6.94
Debt to EBITDA	—	—	—	—	0.76	1.08	0.87	0.53
Debt to equity	—	—	—	—	0.2	0.25	0.17	0.1
Interest coverage	8.1	11.5	18	13.8	22.6	16.7	15	18
Asset turnover	—	—	—	—	1.7	1.36	1.55	1.38
Return ratios
Return on assets %	—	—	—	—	14.4%	11.6%	10.6%	11%
Return on capital employed %	—	—	—	—	24.9%	23%	18.6%	19%
Return on equity %	—	—	—	—	19.3%	16.2%	14%	13.7%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

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Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	73.89%	73.86%	73.86%	73.86%	74.05%	74.05%	74.05%	74.05%	74.05%	74.05%	74.05%	74.05%
	1.72%	1.88%	1.78%	2.03%	1.4%	1.87%	2.01%	2.44%	2.81%	3.08%	3.09%	3.3%
	0.38%	0.28%	0%	0%	1.3%	2.56%	2.62%	2.72%	1.97%	1.6%	1.58%	1.57%
Government	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
	24.01%	23.98%	24.36%	24.11%	23.25%	21.52%	21.32%	20.79%	21.17%	21.27%	21.28%	21.08%
No. of shareholders	—	—	—	—	—	—	—	—	29,463	28,474	27,693	27,647

Promoter holding up 0.16 percentage points since Sep 2023.

22 deals · 20 Sept 2023 – 12 Jun 2026

Date	Client	Type	Venue	Side	Quantity	Price	Value
12 Jun 2026	NK SECURITIES RESEARCH PRIVATE LIMITED	Bulk	NSE	Sell	8,41,297	₹302.04	₹25.41 Cr
12 Jun 2026	NK SECURITIES RESEARCH PRIVATE LIMITED	Bulk	NSE	Buy	8,41,297	₹301.83	₹25.39 Cr
12 Jun 2026	ELIXIR WEALTH MANAGEMENT PRIVATE LIMITED	Bulk	NSE	Buy	5,83,197	₹301.18	₹17.56 Cr
12 Jun 2026	ELIXIR WEALTH MANAGEMENT PRIVATE LIMITED	Bulk	NSE	Sell	5,68,754	₹301.69	₹17.16 Cr
12 Jun 2026	IRAGE BROKING SERVICES LLP	Bulk	NSE	Buy	4,54,437	₹302.36	₹13.74 Cr
12 Jun 2026	IRAGE BROKING SERVICES LLP	Bulk	NSE	Sell	4,35,906	₹302.28	₹13.18 Cr
12 Jun 2026	QE SECURITIES LLP	Bulk	NSE	Sell	4,24,548	₹300.66	₹12.76 Cr
12 Jun 2026	QE SECURITIES LLP	Bulk	NSE	Buy	4,24,194	₹302.32	₹12.82 Cr
12 Jun 2026	BLITZQUANT RESEARCH LLP	Bulk	NSE	Buy	3,47,164	₹302.90	₹10.52 Cr
12 Jun 2026	BLITZQUANT RESEARCH LLP	Bulk	NSE	Sell	3,47,164	₹303.04	₹10.52 Cr

1–10 of 22

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Mr. VIJAY KUMAR SETIAExecutive Director-Chairperson-MD
Mr. RAJEEV SETIAExecutive Director-MD
Mr. ANKIT SETIAExecutive Director
Mr. SANKESH SETIAExecutive Director
Mrs. POOJA KUKARNon-Executive - Independent Director
Mr. ARUN KUMAR VERMANon-Executive - Independent Director
Mrs. SAKSHI SODHINon-Executive - Independent Director
Mrs. RIDHIMA BAHLNon-Executive - Independent Director
Miss. Kanika NevtiaCompany Secretary & Compliance Officer

Current officeholders as filed with BSE. A person holding two offices is listed once per office.

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F&O

Current futures and options contracts with compact option-chain pages.

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Fund holders

Mutual-fund schemes that disclosed a holding in the company.

No fund holdings on record

No scheme among the 32 fund houses on record reported a position in Chaman Lal Setia Exports Limited. Portfolios are published monthly by each AMC; coverage is still partial.

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Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

Annual reports

Credit ratings

INTIMATION OF CREDIT RATING7 Aug 2025

Investor Presentation and earnings call

Aug 2026Transcript AI SummaryPPTREC
Jun 2026Transcript AI Summary PPT REC

Documents link to external sources (exchange filings, company investor pages).

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Events

Upcoming dates and the company’s corporate-action history.

19

Final dividend21 Sept 2026 · ex-date₹3
Final dividend15 Sept 2025 · ex-date₹2.5
Final dividend20 Sept 2024 · ex-date₹2.25
Final dividend21 Sept 2023 · ex-date₹1
Final dividend21 Sept 2021 · ex-date₹0.56
Final dividend21 Sept 2020 · ex-date₹0.5
Final dividend19 Sept 2019 · ex-date₹0.48
Dividend dividend19 Sept 2018 · ex-date₹0.42
Dividend dividend20 Sept 2017 · ex-date₹0.4
Interim dividend21 Mar 2016 · ex-date₹0.44
Dividend dividend21 Sept 2015 · ex-date₹2
Dividend dividend19 Sept 2014 · ex-date₹1.5
Dividend dividend19 Sept 2013 · ex-date₹1.1
Dividend dividend20 Sept 2012 · ex-date₹1.6
Dividend dividend21 Sept 2011 · ex-date₹1.5
Dividend dividend21 Sept 2010 · ex-date₹1.6
Dividend dividend18 Sept 2009 · ex-date₹1.5
Dividend dividend19 Sept 2008 · ex-date₹1
Dividend dividend20 Sept 2007 · ex-date₹1.1

1

Board meeting to consider results6 Aug 2026

1

Face value ₹10 → ₹228 Dec 2015 · ex-date

1–3 of 4

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Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

100 announcementsExport CSV

30 Sept 2026, 5:47 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Analyst / Investor Meet PDF

30 Sept 2026, 4:02 pmAGM/EGM

Voting Result Along With Scrutinizer''s Report

AGM PDF

30 Sept 2026, 3:55 pmAGM/EGM

Shareholder Meeting / Postal Ballot-Scrutinizer''s Report

AGM PDF

28 Sept 2026, 6:26 pmAGM/EGM

Shareholder Meeting / Postal Ballot-Outcome of AGM

AGM PDF

7 Sept 2026, 6:02 pmCompany Update

Announcement under Regulation 30 (LODR)-Newspaper Publication

Newspaper Publication PDF

5 Sept 2026, 7:46 pmOthers

Business Responsibility and Sustainability Reporting (BRSR)

Business Responsibility and Sustainability Reporting (BRSR) PDF

5 Sept 2026, 7:25 pmOthers

Reg. 34 (1) Annual Report.

Reg. 34 (1) Annual Report PDF

5 Sept 2026, 7:18 pmAGM/EGM

NOTICE OF 32ND ANNUAL GENERAL MEETING TO BE HELD ON 28.09.2026

AGM PDF

Date	Category	Subject	Filing
30 Sept 2026, 5:47 pm	Company Update Analyst / Investor Meet	Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation	PDF
30 Sept 2026, 4:02 pm	AGM/EGM AGM	Voting Result Along With Scrutinizer''s Report	PDF

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Ratio	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	—	—	30.9%	29.9%	23.7%	22.4%	21.9%	23.2%
EBITDA margin %	8.2%	9.4%	13.9%	10.2%	11.5%	11.9%	9.4%	10.9%
EBIT margin %	7.6%	8.8%	13.2%	9.6%	11%	11.4%	9.2%	10.6%
PAT margin %	4.5%	6.6%	9.6%	7%	8.5%	8.5%	6.9%	8%
Working capital
Receivable days	—	—	—	—	40	54	56	59
Inventory days	—	—	—	—	143	173	136	141
Payable days	—	—	—	—	3	3	4	3
NWC days	—	—	—	—	180	225	188	197
Leverage
Current ratio	—	—	—	—	4.27	3.8	4.7	6.94
Debt to EBITDA	—	—	—	—	0.76	1.08	0.87	0.53
Debt to equity	—	—	—	—	0.2	0.25	0.17	0.1
Interest coverage	8.1	11.5	18	13.8	22.6	16.7	15	18
Asset turnover	—	—	—	—	1.7	1.36	1.55	1.38
Return ratios
Return on assets %	—	—	—	—	14.4%	11.6%	10.6%	11%
Return on capital employed %	—	—	—	—	24.9%	23%	18.6%	19%
Return on equity %	—	—	—	—	19.3%	16.2%	14%	13.7%

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Lt Foods LimitedLTFOODSLTFOODS	₹13,862 Cr	₹14,836 Cr	₹11,633 Cr	₹1,247 Cr	10.6%	₹640 Cr	5.7%	20.1%	14.9%	176
Krbl LimitedKRBLKRBL	₹8,604 Cr	₹8,774 Cr	₹6,009 Cr	₹992 Cr	14.8%	₹758 Cr	10.6%	15.5%	11.7%	323
Gujarat Ambuja Exports LimitedGAELGAEL	₹7,233 Cr	₹7,667 Cr	₹6,032 Cr	₹602 Cr	8.1%	₹416 Cr	5.3%	13.2%	9.7%	84
Trualt Bioenergy LimitedTRUALTTRUALT	₹3,812 Cr	₹5,458 Cr	₹2,051 Cr	₹381 Cr	16.8%	₹149 Cr	5.6%	10.8%	6.3%	170
Kaveri Seed Company LimitedKSCLKSCL	₹3,676 Cr	₹3,676 Cr	₹1,279 Cr	₹292 Cr	24.2%	₹250 Cr	21.2%	18.2%	18.2%	396
Amir Chand Jagdish Kumar (Exports) LimitedAEROPLANEAEROPLANE	₹2,156 Cr	₹2,914 Cr	₹2,287 Cr	₹225 Cr	9.9%	₹103 Cr	4.5%	24.1%	11.2%	253
Sanstar LimitedSANSTARSANSTAR	₹2,063 Cr	₹2,083 Cr	₹821 Cr	₹54 Cr	4.8%	₹44 Cr	4.4%	5.5%	5.1%	53
Grm Overseas LimitedGRMOVERGRMOVER	₹1,613 Cr	₹1,979 Cr	₹1,869 Cr	₹102 Cr	5.1%	₹77 Cr	4.2%	23.7%	14.5%	212
Chaman Lal Setia Exports LimitedCLSELCLSEL	₹1,401 Cr	₹1,484 Cr	₹1,478 Cr	₹171 Cr	10.9%	₹125 Cr	8%	19%	14.6%	197
Avt Natural Products LimitedAVTNPLAVTNPL	₹1,338 Cr	₹1,452 Cr	₹822 Cr	₹114 Cr	12.6%	₹84 Cr	9.1%	16.9%	12.2%	327
Gulshan Polyols LimitedGULPOLYGULPOLY	₹1,009 Cr	₹1,401 Cr	₹2,260 Cr	₹134 Cr	4.7%	₹43 Cr	1.2%	7.5%	4.1%	49
Regaal Resources LimitedREGAALREGAAL	₹883 Cr	₹1,493 Cr	₹1,090 Cr	₹133 Cr	11.2%	₹60 Cr	4.9%	15%	15.2%	50

Chaman Lal Setia Exports Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Cash flow

Ratios

Ratio timeline

Shareholding

Quarterly record

Bulk & block deals

Board and management

F&O

Not in the F&O segment

Fund holders

No fund holdings on record

Documents

Announcements

Annual reports

Credit ratings

Investor Presentation and earnings call

Events

Dividends19

Board meetings1

Stock splits1

Announcements

Dividends19

Board meetings1

Stock splits1

Ratio timeline

Not in the F&O segment

No fund holdings on record

Announcements

Annual reports

Credit ratings

Investor Presentation and earnings call

Quarterly record

Bulk & block deals

Board and management

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

19

1

1

19

1

1