Chaman Lal Setia Exports Limited

82,500 MT

tation bodies Packaging & Warehousing = * Packaging capacity ranging fi + from05kgtol MT + 82,500 MT warehouse capacity in Karnal + New Facility in Mundra to facilitate speedy exports Investor Pres

12.1%

— 48.97 —O— 44.54 —0 [ EBITDA (Cr.) =0o-Margin % Profit After Tax (Cr.) =0-Margin % ° 12.1% 10.9% 9.W 9.:%/. % 11.9% 8.3% 8.9% 8.0% =m0 EX2 , 24.6 e (380 m. Q4FY25 Q3F

10.9%

97 —O— 44.54 —0 [ EBITDA (Cr.) =0o-Margin % Profit After Tax (Cr.) =0-Margin % ° 12.1% 10.9% 9.W 9.:%/. % 11.9% 8.3% 8.9% 8.0% =m0 EX2 , 24.6 e (380 m. Q4FY25 Q3FY26 Q

11.9%

EBITDA (Cr.) =0o-Margin % Profit After Tax (Cr.) =0-Margin % ° 12.1% 10.9% 9.W 9.:%/. % 11.9% 8.3% 8.9% 8.0% =m0 EX2 , 24.6 e (380 m. Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4

8.3%

Cr.) =0o-Margin % Profit After Tax (Cr.) =0-Margin % ° 12.1% 10.9% 9.W 9.:%/. % 11.9% 8.3% 8.9% 8.0% =m0 EX2 , 24.6 e (380 m. Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25

8.9%

o-Margin % Profit After Tax (Cr.) =0-Margin % ° 12.1% 10.9% 9.W 9.:%/. % 11.9% 8.3% 8.9% 8.0% =m0 EX2 , 24.6 e (380 m. Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26

8.0%

n % Profit After Tax (Cr.) =0-Margin % ° 12.1% 10.9% 9.W 9.:%/. % 11.9% 8.3% 8.9% 8.0% =m0 EX2 , 24.6 e (380 m. Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY2

rs,

Q4FY26 FY25 FY26 Investor Presentation | Q4 & FY26 Management Commentary {3 Dear Investors, S CHAFAIAN FY26 has been a resilient and strategically important year for Chaman Lal Setia Expor

Rs. 428.4

rsistent global supply chain disruptions. During Q4FY26, we achieved Revenue from Operations of Rs. 428.4 Cr, supported by a sharp 31.8% growth in export volumes and improved realizations across both dome

31.8%

uptions. During Q4FY26, we achieved Revenue from Operations of Rs. 428.4 Cr, supported by a sharp 31.8% growth in export volumes and improved realizations across both domestic and export markets. Our o

306 bps

arkets. Our operational efficiencies and disciplined execution enabled EBITDA Margin expansion of 306 bps YoY to 12.1% in QA4FY26. Despite temporary logistical disruptions in global shipping routes, de

rs. ,

ng Mr. Rajeev Setia operational efficiencies, and delivering sustainable value to all stakeholders. , , Joint Managing Director & CFO Investor Presentation | Q4 & FY26 QUARTERLY INCOME STATEMENT ca

“You acknowledge that you will be solely responsible for your own assessment of the market and the market position of the Company and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the business of the Company.”

“Investor Presentation | Q4 & FY26 2 TABLE Ol CONTEN:§\ - , CHAPAAN 1.”

“Cr.) [ Export Revenue (Cr.) =o—-Export Volume (MT in 000s) lagsr L% QA4FY25 Q3FY26 QA4FY26 FY25 FY26 QA4FY25 Q3FY26 QA4FY26 FY25 FY26 T T T 38.00 o— 48.97 —O— 44.54 —0 [ EBITDA (Cr.) =0o-Margin % Profit After Tax (Cr.) =0-Margin % ° 12.1% 10.9% 9.W 9.:%/.”

“Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Investor Presentation | Q4 & FY26 Management Commentary {3 Dear Investors, S CHAFAIAN FY26 has been a resilient and strategically important year for Chaman Lal Setia Exports Ltd., as we delivered healthy growth in profitability and volumes despite persistent global supply chain disruptions.”

“Going forward, we remain focused on enhancing our global presence, improving Mr.”

“3 per equity share (150% of Face Value) for FY26, subject to shareholders approval at the upcoming AGM.”

“Investor Presentation | Q4 & FY26 PRUDENT INVENTORY MANAGEMENT Leading to Superior Cash Conversion Cycle CHARZIAN LAL SETIA EXPORTS LTD Lean Operations with C Inventory Risk lled Majority of the production is through procurement of semi-finished rice and conversion to finished rice (mostly requiring Sortex), keeping the overall processing cycle short, and the company remaining relatively asset light.”

“Investor Presentation | Q4 & FY26 BENCHMARKING OPERATIONAL EXCELLENCE (FY26) e CHARZIAN LAL SETIA EXPORTS LTD Return on Equity Return on Capital Employed Net Debt to Equity (x) 12% 15% 16% ged 14% 17% 16% 0.54 -0.06 0.00 0.14 T CLSEL Peer 1 Peer 2 Peer 3 CLSEL Peer 1 Peer 2 Peer 3 CLSEL Peer 1 Peer 2 Peer 3 ROE of ~15% reflects strong earnings performance and prudent capital allocation, placing the company among the top performers in shareholder value creation.”

“capital robust the Consistently benchmarking at par or above peers company stands out as a financially resilient and value-focused player in the Industry Investor Presentation | Q4 & FY26 S CHAFZIAN LAL SETIA EXPORTS LTD Investor Presentation | Q4 & FY26 13 CLSEL AT A GLANCE CHAFAAN Since 1974 (~50 Years).....”

“60+ Crores of Buyback of 3 @ Shares 4 Investor Presentation | Q4 & FY26 CHARZIAN LAL SETIA EXPORTS LTD Private Label Private labelling was launched 3 Star Export House m The company was recognized as a 3- Star export house e ciaAan With effect from 12.05.2021, the Oetent - company was listed on NSE Revenue crosses Rs.”

Visit us at

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Visit us at

www.clsel.in RICE MILLS Meeran Kot Road, P. . Central Jail, Amritsar. Tel : 0183-2590318, 0183-2592708 CHAZIAN LAL SETIA EXPORTS LTD CHAMAN LAL SETIA EXPORTS LIMITED Investor Presentation Q4 & FY26 DISCLAIMER CHARAAN This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of Chaman Lal Setia Exports Ltd, nor shall part, or all, of this document form the basis of, or be relied on in connection with, any contract or investment decision in relation to any securities of the Company. This document s strictly confidential and may not be copied, published, distributed or transmitted to any person, in whole or in part, by any medium or in any form for any purpose. The information in this document is being provided by the Company and is subject to change without notice. The Company relies on information obtained from sources believed to be reliable but does not guarantee its accuracy or completeness. This do