CHAMAN LAL SETIA EXPORTS
Q1 FY 21 RESULTS REVIEW
DT 06 09 20
Chaman Lal Setia Exports Ltd isw in the business of - milling and processing of raw and of parboiled Basmati Rice.
The company's product portfolio includes Maharani Basmati rice,Parboiled (converted/muzza) Basmati rice, Raw (polished) Basmati rice and Basmati health rice.
Management
Chaman Lal Setia Chairman & Managing Director
Rajeev Setia WholeTime Director & CFO
Vijay Setia Whole Time Director
Sukarn Setia Whole Time Director
Ankit Setia Whole Time Director
QUARTERLY RESULTS
Chaman Lal Setia Exports (in Rs. Cr.) |
Jun '20 |
Mar '20 |
Jun '19 |
YOY |
QOQ |
Net Sales |
244 |
223 |
207 |
17.89 |
9.31 |
Raw Materials |
15.5 |
20.4 |
36.0 |
-56.99 |
-23.87 |
Traded Goods |
116.92 |
131 |
70 |
66.43 |
-10.56 |
Increase/Decrease in Stocks |
49.36 |
2.53 |
60.28 |
-18.12 |
1850.99 |
Employees Cost |
2.74 |
3.4 |
3.12 |
-12.18 |
-19.41 |
depreciat |
1.18 |
1.76 |
1.01 |
16.83 |
-32.95 |
Other Expenses |
23.44 |
35.54 |
24.13 |
-2.86 |
-34.05 |
P/L Before Other Inc. , Int., Excpt. Items & Tax |
34.78 |
28.82 |
12.08 |
187.91 |
20.68 |
Other Income |
0 |
0.19 |
0.07 |
-100 |
-100 |
P/L Before Int., Excpt. Items & Tax |
34.78 |
29.01 |
12.15 |
186.26 |
19.89 |
Interest |
1.37 |
1.51 |
2.11 |
-35.07 |
-9.27 |
P/L Before Tax |
33.41 |
27.5 |
10.04 |
232.77 |
21.49 |
Tax |
8.41 |
6.94 |
3.53 |
138.24 |
21.18 |
Net Profit |
25 |
20.6 |
6.51 |
284. |
21.6 |
Equity |
10.35 |
10.35 |
10.35 |
0 |
0 |
Basic EPS |
4.84 |
3.98 |
1.26 |
284 |
21.61 |
MP |
100 |
||||
PE |
5.17 |
||||
VOLUME |
79,761 |
||||
52 Wk L/H |
24.35 |
109.2 |
|
||
FV |
2 |
Annual Results |
Mar-20 |
Mar-19 |
Mar-18 |
Mar-17 |
Mar-16 |
Sales |
797 |
764 |
746 |
493 |
482 |
Other Income |
2 |
2 |
1 |
2 |
4 |
Total Income |
800 |
767 |
748 |
495 |
487 |
Total Expenditure |
723 |
706 |
680 |
432 |
427 |
EBIT |
76 |
60 |
67 |
62 |
60 |
Interest |
6 |
7 |
7 |
4 |
3 |
Tax |
17 |
18 |
18 |
19 |
19 |
Net Profit |
52 |
34 |
41 |
38 |
37 |
STRENGTHS
High TTM EPS Growth
Growth in Net Profit and Profit Margin (QoQ) & YoY
Low Debt
Increasing profits every quarter
Increasing Revenue every quarter
Zero Promoter Pledge
FII / FPI or Institutions increasing their shareholding
Growth in Operating Profit and operating margins (YoY)
OPPORTUNITIES
High ROCE and Low PE
Highest Recovery from 52 Week Low
Stock with Low PE (PE < = 10)
MONTHLY TECHNICAL RATING
Very Bullish
CHART
UPWARD TREND FROM APRIL 2020 ONLY
JULY 20TH ONWARDS
5 YEAR CHART IS DISMAL. FROM JAN 18 TO MAY 20 STEEP DECLINE
Valuation
Market Cap (Rs Cr.) 516.56
P/E 7.28
Book Value (Rs) 52.82
Price/Book 1.89
Action in Chaman Lal Setia Exports Ltd.
Only Buyers ON A FEW DAYS
Historical Prices
3 M BEF Current Price %Gain / Loss
Open Price 38.5 100.95 162.21
1 YR BEF
Open Price 45.05 100.95 124.08
2 YR BEF
Open Price 102.25 100.95 -1.27
3 YE BEF
Open Price 90 100.95 12.17
Share Holding Pattern in (%) |
||||
Standalone |
Jun-20 |
Mar-20 |
Dec-19 |
Sep-19 |
Promoters |
73.87 |
73.87 |
73.87 |
73.87 |
Pledged |
0 |
0 |
0 |
0 |
FII/FPI |
0.32 |
0.3 |
0.3 |
0.3 |
Total DII |
5.16 |
5.03 |
5.09 |
5.2 |
Fin.Insts |
0 |
0 |
0.01 |
0 |
Insurance Co |
0 |
0 |
0 |
0 |
MF |
0 |
0 |
0 |
0 |
Others DIIs |
5.16 |
5.03 |
5.08 |
5.2 |
Others |
20.66 |
20.81 |
20.75 |
20.65 |
Total |
100.01 |
100.01 |
100.01 |
100.02 |
Per Share Ratios |
Mar-20 |
Basic EPS (Rs.) |
10 |
Diluted Eps (Rs.) |
10 |
Book Value [Excl. Reval Reserve]/Share (Rs.) |
53 |
Dividend/Share (Rs.) |
1 |
Face Value |
2 |
Return Ratios |
Mar-20 |
Return on Networth / Equity (%) |
19 |
ROCE (%) |
24 |
Return On Assets (%) |
12 |
Leverage Ratios |
Mar-20 |
Debt to Equity (x) |
0 |
Interest Coverage Ratios (%) |
11 |
Growth Ratios |
Mar-20 |
3 Yr CAGR Sales (%) |
3 |
3 Yr CAGR Net Profit (%) |
12 |
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