Chaman Lal Setia Exports Ltd.
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ABOUT
AI Sector View
AI GENERATEDFast Moving Consumer Goods
Rural demand proxies are mixed. Tractor sales rose 18.0% YoY (2026-07) and 2-wheelers were up 23.0% YoY (2026-06), but rural employment slowed to 1.0% YoY (2026-07), fertiliser sales were 0.0% YoY (2026-05), and food inflation of 5.52% (Jul/26) can pressure household budgets. FPI outflows remain heavy at INR -8081 crore over 3 months to 2026-08-31, limiting upside.
PROS
- Company has a healthy return on capital (ROCE) of 23.0%
- Company has a good return on equity (ROE) track record: 3 Years ROE 20.3%
- Latest quarter profit grew 47.8% YoY, showing strong momentum
- Company comfortably covers its interest (15.0x coverage)
- Company generates healthy free cash flow
- Company maintains a comfortable, low leverage position
CONS
- Poor cash conversion - profits are not backed by operating cash flow (CFO/PAT 0.12x)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| NESTLEIND | 1396.00 | 70.63 | 269192.68 | 0.86 | 9586.80 | 1382.67 | 63781.80 | 1157.04 | 98.35 | 23.86 |
| VBL | 411.30 | 41.09 | 139120.78 | 0.36 | 1525.36 | 15.08 | 8650.57 | 20.77 | 20.73 | 27.04 |
| BRITANNIA | 5011.00 | 46.35 | 120699.10 | 1.81 | 593.38 | 14.08 | 4999.97 | 10.26 | 56.48 | 16.77 |
| JUBLFOOD | 472.95 | 71.91 | 31207.38 | 0.25 | 100.03 | 6.03 | 2569.65 | 13.66 | 25.56 | 19.77 |
| HATSUN | 1192.20 | 76.24 | 26556.05 | 0.50 | 60.58 | — | 2363.72 | 17.61 | 17.40 | 10.81 |
| MILKYMIST | 279.35 | 169.32 | 21505.58 | 0.00 | 646.79 | — | 9734.46 | — | 13.79 | 14.77 |
| ZYDUSWELL | 565.60 | 95.62 | 17995.17 | 0.21 | 118.90 | -7.04 | 1437.00 | 67.54 | 4.42 | 16.82 |
| DEVYANI | 135.85 | 0.00 | 16749.49 | 0.00 | 171.04 | 7576.84 | 15805.16 | 1064.74 | 8.98 | 16.09 |
| LTFOODS | 442.00 | 23.97 | 15348.58 | 0.68 | 183.45 | 8.87 | 3151.83 | 27.92 | 19.77 | 11.26 |
| BIKAJI | 567.20 | 55.01 | 14221.77 | 0.22 | 59.47 | 1.62 | 734.26 | 15.26 | 21.65 | 13.48 |
| MANORAMA | 2082.90 | 53.30 | 13147.76 | 0.04 | 78.66 | 67.55 | 404.01 | 39.53 | 35.00 | 26.29 |
| CLSEL | 302.45 | 12.02 | 1503.95 | 0.99 | 31.99 | 47.81 | 345.92 | 12.58 | 18.43 | 12.59 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 263 | 309 | 400 | 384 | 363 | 369 | 395 | 368 | 307 | 273 | 431 | 428 | 346 | |
| 225 | 273 | 348 | 348 | 331 | 333 | 356 | 334 | 278 | 249 | 380 | 376 | 305 | |
| Operating Profit | 39 | 36 | 52 | 36 | 32 | 36 | 40 | 33 | 29 | 24 | 51 | 52 | 41 |
| OPM % | 14.68% | 11.54% | 13.00% | 9.28% | 8.86% | 9.76% | 9.99% | 9.08% | 9.58% | 8.89% | 11.85% | 12.13% | 11.71% |
| 1 | 2 | 4 | 2 | 2 | 2 | 3 | 2 | 2 | 4 | 1 | 4 | 2 | |
| Interest | 2 | 1 | 3 | 4 | 2 | 1 | 2 | 5 | 2 | 2 | 2 | 3 | 2 |
| Depreciation | 1 | 1 | 2 | 2 | 1 | 1 | 2 | -1 | 1 | 1 | 1 | 1 | 1 |
| Profit before Tax | 37 | 35 | 52 | 31 | 30 | 36 | 39 | 32 | 29 | 25 | 48 | 52 | 43 |
| Tax % | 25.37% | 25.31% | 25.08% | 24.90% | 25.22% | 25.21% | 25.06% | 22.58% | 24.73% | 24.64% | 25.70% | 25.75% | 25.17% |
| Net Profit | 27 | 26 | 39 | 23 | 23 | 27 | 29 | 25 | 22 | 19 | 36 | 38 | 32 |
| 5.31 | 5.07 | 7.49 | 4.49 | 4.37 | 5.55 | 5.83 | 4.93 | 4.35 | 3.81 | 7.24 | 7.70 | 6.44 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 483 | 493 | 747 | 770 | 798 | 851 | 932 | 1,387 | 1,356 | 1,495 | 1,478 | |
| 424 | 429 | 677 | 707 | 719 | 734 | 837 | 1,228 | 1,194 | 1,354 | 1,310 | |
| Operating Profit | 59 | 65 | 70 | 63 | 79 | 118 | 95 | 159 | 162 | 141 | 168 |
| OPM % | 12.13% | 13.11% | 9.38% | 8.12% | 9.91% | 13.85% | 10.21% | 11.45% | 11.94% | 9.43% | 11.35% |
| 5 | 3 | 2 | 2 | 3 | 3 | 4 | 11 | 10 | 9 | 11 | |
| Interest | 4 | 5 | 8 | 7 | 7 | 6 | 7 | 7 | 10 | 10 | 9 |
| Depreciation | 3 | 4 | 4 | 4 | 5 | 5 | 5 | 6 | 7 | 4 | 5 |
| Profit before Tax | 57 | 58 | 60 | 53 | 70 | 110 | 87 | 157 | 155 | 136 | 168 |
| Tax % | 34.80% | 33.66% | 30.64% | 34.94% | 25.17% | 25.22% | 25.35% | 25.15% | 25.17% | 24.56% | 25.42% |
| Net Profit | 37 | 39 | 42 | 34 | 52 | 82 | 65 | 118 | 116 | 103 | 125 |
| EPS | 7.95 | 7.44 | 8.05 | 6.65 | 10.15 | 15.86 | 12.57 | 22.76 | 22.35 | 20.69 | — |
| Dividend Payout % | 5.56% | 5.37% | 5.22% | 7.22% | 4.93% | 3.53% | 0.00% | 4.40% | 10.07% | 12.08% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 11%
- 5 Years:
- 13%
- 3 Years:
- 17%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 18%
- 5 Years:
- 14%
- 3 Years:
- 17%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- 20%
- 3 Years:
- 14%
- 1 Year:
- 5%
RETURN ON EQUITY
- 10 Years:
- 24%
- 5 Years:
- 21%
- 3 Years:
- 20%
- Last Year:
- 16%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 9 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| 101 | 137 | 184 | 215 | 263 | 339 | 399 | 598 | 704 | 723 | |
| 24 | 44 | 88 | 109 | 68 | 95 | 117 | 120 | 175 | 123 | |
| Trade Payables | 4 | 6 | 8 | 12 | 23 | 15 | 27 | 9 | 7 | 11 |
| 45 | 55 | 43 | 50 | 60 | 60 | 68 | 80 | 98 | 100 | |
| Total Liabilities | 183 | 252 | 333 | 396 | 424 | 519 | 621 | 818 | 994 | 968 |
| 22 | 22 | 27 | 29 | 37 | 48 | 52 | 133 | 143 | 156 | |
| Capital Work in Progress | 0 | 1 | 3 | 2 | 10 | 5 | 6 | 9 | 5 | 6 |
| 1 | 0 | 13 | 13 | 1 | 0 | 0 | 0 | 0 | 0 | |
| 49 | 105 | 152 | 182 | 213 | 233 | 329 | 414 | 499 | 434 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 200 | 228 | |
| Cash & Bank | 50 | 49 | 11 | 3 | 15 | 63 | 6 | 45 | 67 | 57 |
| 60 | 75 | 127 | 167 | 148 | 169 | 226 | 216 | 80 | 86 | |
| Total Assets | 183 | 252 | 333 | 396 | 424 | 519 | 621 | 818 | 994 | 968 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 90 | 4 | -28 | -0 | 73 | 71 | -31 | 46 | -47 | 11 | |
| Cash from Investing | -1 | -3 | -10 | -5 | -19 | -8 | -7 | -4 | -6 | -11 |
| Cash from Financing | -25 | 19 | 22 | 26 | -33 | 22 | 15 | -4 | 45 | -62 |
| 37 | -1 | -37 | -1 | -0 | 51 | -50 | -1 | 0 | -0 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-07 - Chaman Lal Setia Exports Limited has informed the Exchange about Copy of Newspaper Publication of 32nd Annual General Meeting.
2026-09-05 - Chaman Lal Setia Exports Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on September 28, 2026
2026-09-02 - Chaman Lal Setia Exports Limited has informed the Exchange about Copy of Newspaper Publication regarding 32nd Annual General Meeting of Company.
2026-08-31 - Chaman Lal Setia Exports Limited has informed the Exchange about intimation of book closure and Annual General Meeting.
2026-08-31 - Chaman Lal Setia Exports Limited has informed the Exchange that Record date for the purpose of Dividend & Annual General Meeting is 21-Sep-2026.
2026-08-31 - Chaman Lal Setia Exports Limited has informed the Exchange regarding Outcome of Board Meeting held on August 31, 2026.
2026-08-25 - Significant increase in volume has been observed in Chaman Lal Setia Exports Limited. The Exchange, in order to ensure that investors have latest relevant information about the company and to inform the market place so that the interest of the investors is safeguarded, had written to the company. Chaman Lal Setia Exports Limited has submitted their response.
2026-08-24 - Significant increase in volume has been observed in Chaman Lal Setia Exports Limited. The Exchange, in order to ensure that investors have latest relevant information about the company and to inform the market place so that the interest of the investors is safeguarded, has written to the company. The response from the company is awaited.
2026-08-13 - Chaman Lal Setia Exports Limited has informed the Exchange about Schedule of one on one meet
News
Recent coverage and analyst commentary for CLSEL
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Chaman Lal Setia Exports Ltd.
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