Chaman Lal Setia Exports Q4FY26 Revenue Up 16.5% to ₹428.4 Cr; PAT Jumps 55.9%
Chaman Lal Setia Exports reported Q4FY26 revenue of ₹428.4 crore, up 16.5% YoY. PAT surged 55.9% to ₹38.3 crore. FY26 revenue was ₹1,439.6 crore, with PAT at ₹114.8 crore, up 11.6% YoY. The company recommended a final dividend of ₹3 per share for FY26.
The significant growth in key financial metrics like revenue, EBITDA, and PAT, coupled with an improved profit margin and a dividend recommendation, is expected to have a high positive impact on investor sentiment and the company's stock performance.
The company has reported strong year-on-year growth in revenue, EBITDA, and PAT for both Q4FY26 and FY26, along with an improved EBITDA margin. The recommendation of a final dividend further supports a positive sentiment.
Chaman Lal Setia Exports Limited (CLSEL) reported strong financial performance for the fourth quarter and full fiscal year 2026.
For Q4FY26, the company achieved Revenue from Operations of ₹428.4 crore, marking a significant 16.5% year-on-year growth. Export volumes surged by 31.8% YoY to 44,544 MT, and overall sales volume increased by 22.2% YoY to 50,398 MT. EBITDA (excluding other income) rose sharply by 55.7% YoY to ₹52.0 crore, with the EBITDA Margin improving by 306 basis points YoY to 12.1%. Profit After Tax (PAT) grew robustly by 55.9% YoY to ₹38.3 crore, and the PAT Margin improved by 226 basis points YoY to 8.9%.
For the full fiscal year FY26, Revenue from Operations stood at ₹1,439.6 crore. Export volumes grew by 7.8% YoY to 1,55,608 MT, and overall sales volume increased by 2.5% YoY to 1,77,600 MT. EBITDA (excluding other income) reached ₹156.7 crore, an 11.1% YoY growth, with the EBITDA Margin expanding by 145 basis points to 10.9%. PAT for FY26 was ₹114.8 crore, an 11.6% YoY increase, and the PAT Margin expanded by 109 basis points to 8.0%.
The company recommended a Final Dividend of ₹3 per equity share (150% of Face Value) for FY26, subject to shareholders’ approval at the upcoming Annual General Meeting (AGM).
Mr. Rajeev Setia, Joint Managing Director & CFO, commented that FY26 was a resilient and strategically important year, with healthy growth in profitability and volumes despite global supply chain disruptions. He noted that Q4FY26 saw strong export volume growth and improved realizations. The company is also initiating claims under the government-backed ECGC ‘Relief’ framework to mitigate incremental costs due to logistical disruptions and higher freight costs. Demand in key international markets remains strong, and the company continues to strengthen its 'Maharani' brand distribution network domestically.
About the Company: Established in 1974, Chaman Lal Setia Exports Limited is a leading Basmati rice exporter to over 95 countries, operating a farm-to-fork business model with a processing capacity of 880 MT/day and warehousing capacity of 82,500 MT.
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