About the Company : . Chaman
Lal Setia Exports Limited (CLSE) was incorporated in Amritsar, Punjab in 1994
by Mr. Chaman Lal Setia and his sons. [1] It’s one of the oldest Rice Millers
cum Exporters of Basmati rice of all varieties from India. The company is
engaged in the business of milling and processing basmati rice. The company has
been involved in export operations since 1982 and was recognized as an export
house by the Ministry of Commerce in 1989, at present the company is a ‘Star
Export House’.
Sector Update : Positive
Trendlyne Checklist Score : 65.2% pass
Financials : Chaman Lal Setia Exports Limited (CLSE) has posted Net Sales / Revenue of ₹1387.30 Cr & Net Profit
of ₹117.70 Cr in FY2023 and expected to post Net Sales /
Revenue of ₹1432.70 Cr & Net Profit of ₹135.80 Cr in FY2024, Net Sales /
Revenue of ₹1551.70 Cr & Net Profit of ₹162.40 in FY2025 and Net Sales /
Revenue of ₹1671.00 Cr & Net Profit of ₹172.50 Cr in FY20.26.
Valuations :
The Company is now Trading at X0.70 of
its valuations
of FY2023 (Last 4 Quarters ) earnings with ~30% Discount
; at X0.50 of its FY2024 earnings with ~50% Discount
; at X0.42 of its FY2025 earnings with ~68% Discount and at X0.40 of
its FY2026 earnings with ~60% Discount.
Company will reduce its total debt of ₹120.50 Cr in FY 2023 to ₹118.50 Cr by FY
2026 along with Improvement in Operating Profit Maring(OPM) from 11.50%
(FY2023) to 14.40% ( FY2026); Net Profit Magin from 8.5% to 10.30%; Net Worth
from ₹608.50
Cr to ₹1063.70
Cr.
Price to Book Value Per
Share will improve from X1.60 in FY2023 to X0.9 in
FY2026 and EPS from 22.74 to 33.35 during the same period.
Early Trend : Government banned exports of non-basmati white rice
in order to boost domestic supply and keep retail prices under check during the
upcoming festive season.
MF/FII : FII/FPI have increased holdings from 1.17% to
1.85% in Jun 2023 qtr.
Margin of Safety (1Yr Bond Yield: Value>1
) is now 1.40 which makes it attrative..The Equity
Value Per Share ( Enterprise Value Method ) is ₹174.90 If We factor its FY2026 earnings/valuations, relative to
current valuations, its Price arrives
at ₹464.
Disclaimer : We are / may going to take exposure
shortly.
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