CLSELNSE20 December 2022

Chaman Lal Setia Exports Limited

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Key numbers — 40 extracted
660 MT
to reflect events or circumstances after the date thereof. 2 CLSEL at a glance Reputed brand 660 MT/day processing Largest private label exporter 3 star export house Since 1974 (~48 Years ) Exp
16%
t private label exporter 3 star export house Since 1974 (~48 Years ) Exports to 90+ Countries 16% (Last 10 years CAGR sales growth) 80,000 MT warehouse capacity 36% Shareholders return in last
80,000 MT
house Since 1974 (~48 Years ) Exports to 90+ Countries 16% (Last 10 years CAGR sales growth) 80,000 MT warehouse capacity 36% Shareholders return in last 10 years 440+ distributors across globe 30
36%
) Exports to 90+ Countries 16% (Last 10 years CAGR sales growth) 80,000 MT warehouse capacity 36% Shareholders return in last 10 years 440+ distributors across globe 300+ Private label brands
rs 440
10 years CAGR sales growth) 80,000 MT warehouse capacity 36% Shareholders return in last 10 years 440+ distributors across globe 300+ Private label brands 4 Our Journey CLSEL Founded The company
rs,
ujarat. Fully insulated factories with latest technology like aerodynamics technology. Over the years, the company has carried out innovations leading to higher productivity and efficiency in the manufa
1MT
nergy consumption. Packaging & Warehousing Facility has packaging capacity ranging from 0.5 Kg to 1MT. 80,000 MT warehouse capacity in Karnal. New capacity in Gandhidham near Mundra port- Gujarat; fac
5.5%
160+ countries) especially to the Middle East. Basmati Rice exports have witnessed a CAGR growth of 5.5% in last 10 fiscals with its export standing at Rs. 17,886 Crores* as on H1 FY2023. Introduction of
Rs. 17,886 Crore
ti Rice exports have witnessed a CAGR growth of 5.5% in last 10 fiscals with its export standing at Rs. 17,886 Crores* as on H1 FY2023. Introduction of higher yielding and shorter duration varieties has supported st
000 MT
F Y 1 4 F Y 1 5 F Y 1 6 F Y 1 7 F Y 1 8 F Y 1 9 F Y 2 0 F Y 2 1 F Y 2 2 H 1 F Y 2 3 Basmati Rice ('000 MT) Basmati Rice (Rs. Cr.) Realisation CLSEL Realisation *Source : APEDA 10 CLSEL: India’s leadi
85%
house 440+ distributors with average relationship of ~15 years Exports contributed around ~85% of sales Export sales (Rs. Cr.) and volume (‘000 MT) Private label customers Online partners 11
rs 118
d ~85% of sales Export sales (Rs. Cr.) and volume (‘000 MT) Private label customers Online partners 118 771 133 819 97 700 1 00 0 7 50 5 00 2 50 0 96 591 1 50 1 20 9 0 6 0 3 0 0 FY20 FY
Guidance — 3 items
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2 CLSEL at a glance Reputed brand 660 MT/day processing Largest private label exporter 3 star export house Since 1974 (~48 Years ) Exports to 90+ Countries 16% (Last 10 years CAGR sales growth) 80,000 MT warehouse capacity 36% Shareholders return in last 10 years 440+ distributors across globe 300+ Private label brands 4 Our Journey CLSEL Founded The company started rice milling.
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Basmati Rice exports have witnessed a CAGR growth of 5.5% in last 10 fiscals with its export standing at Rs.
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Cr.) #319 of 500 Fortune India FMCG companies 2022 2214 36% Total shareholder return CAGR over last 10 years 2,214 126 26.13 % Free- float 5.17 Shares Outstanding (Cr.) 100 93.2 *Source : BSE 35% 1-Year Stock Price Return 43% 3-Year Stock Price CAGR Rs.
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Risks & concerns — 3 flagged
D&B Indicative Risk Rating of ‘5A’ implies that the company has a tangible net worth of Rs.
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Further, the inventory days also remains moderate as the company does not engage into inventory ageing and therefore possess lower inventory risk.
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30% 70% Paddy to FG Semi-fishined to FG 107 38 106 16 105 37 68 16 142 48 96 64 240 62 118 7 258 51 Inventory days and receivable days remains moderate at 78 days and 40 days for H1FY2023 Asset Light model with lower inventory risk Company has Cash on books at Rs.
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Opening remarks
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www.clsel.in RICE MILLS Meeran Kot Road, P. O. Central Jail, Amritsar. Tel ; 0183-2590318, 0183-2592708 KANIKA NEVTIADigitally signed by KANIKA NEVTIA Date: 2022.12.20 23:03:23 +05'30' QUEEN OF ALL RICES Investor Presentation December 2022 DISCLAIMER Any forward-looking statements about expected future events, financial and operating results of the Company are based on certain assumptions which the Company does not guarantee the fulfilment of. These statements are subject to risks and uncertainties. Actual results might differ substantially or materially from those expressed or implied. Important developments that could affect the Company’s operations include a downtrend in the industry, global or domestic or both, significant changes in political and economic environment in India or key markets abroad, tax laws, litigation, labour relations, exchange rate fluctuations, technological changes, investment and business income, cash flow projections, interest, other costs, etc. The Company
Investor Contact
Ms. Kanika Nevtia Company Secretary Mobile: +91 9998680150 Email: ir.chamanlalsetia@clsel.in Click to see the journey of India’s largest private labelled exporter 19
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