Analysts/Institutional Investor Meet/Con. Call Updates

Chaman Lal Setia Exports Ltd. (A Govt. Recognised Star Export House) Regd. Office : Meerankot Road, P. O. Central Jail, f Ajnala Road, Amritsar-143002 India '50222000 i 2.05 Tel : 91-183-2590318, 91-183- 2592708 Facsimile : 91-183-2590453, 91-184-2291067 E. Mail: setiarice @akioo.com, clsetia @rediffmail.com CIN No. : L51909PB1994PLCO15083 Dated: 10.08.2026 The Manager, The Manager, Bombay Stock Exchange Limited National Stock Exchange of India Limited Floor 25, P.J. Towers “Exchange Plaza” Plot No. C/1, G. Dalal Street Bandra-Kurla Complex, Bandra (E) Mumbai-400001 Mumbai - 400051 Scrip Code: 530307 Symbol: - CLSEL Series: EQ Sub: Transcript of the Analyst/Investor Call Held on 07.08.2026. Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations,2015, please find the attached transcript of the Concall held on 07.08.2026. The above information is also hosted on the website of the Company at www.clsel.in Kindly take the above document in your record and acknowledge. Thanking You Yours Faithfully For Chaman Lal Setia Exports Limited (Rajeev Setia) Joint Managing Director & CFO DIN: 01125921 RICE MILLS Visit us at: RICE MILLS Kaithal Road, WGls el Meeran Kot Road, Karnal. P.O. Central Jail, Amritsar. Tel : 0184-2990758 Tel : 0183-2590318, 0183-2592708 CHAZIAN LAL SETIA EXPORTS LTD Chaman Lal Setia Exports Limited Q1 FY27 POST EARNINGS CONFERENCE CALL August 7, 2026 Management Team Mr. Rajeev Setia - Joint Managing Director Mr. Ankit Setia - Executive Director Call Coordinator kKAPTIFY" Strategy & Investor Relations Consulting Chaman Lal Setia Exports Limited Q1 FY27 Post Earnings Conference Call August 7, 2027 Presentation Vinay Pandit: Ladies and gentlemen, on behalf of Kaptify Consulting Investor Relations team, I welcome you all to the Q1 FY27 Post Earnings Conference Call of Chaman Lal Setia Exports Limited. Today on the call, from the management team we have with us, Mr. Rajeev Setia, Joint Managing Director and CFO, and Mr. Ankit Setia, Whole Time Director. As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may ivolve risk and uncertainties. Also, a reminder that this call is being recorded. I would now request the management team to brief us about the business and performance highlights for the period ended June 2026, the growth plan and vision for the coming quarters or the year, post which we will open the floor for Q&A. Over to the management team. Ankit Setia: So, I welcome all for joining us and I would like to thank everybody for investing, having trust in our company. This last quarter, this was a quarter which happened during the war of Iran and USA. So, it had different types of challenges. And if I talk about the performance of my company, then because of this war, there was absolutely no effect. The sales went fine, there were no claims, there were no containers which got stuck anywhere. So, it was a smooth quarter for us and 2-3 days back, somebody very senior from MSC line, shipping line was in our office and he highly praised about the company's way of working. They said that the way Chamanlal Setia Exports Limited has diversified their export business, the way we are capturing multiple ports all over the world, like he said that this way there is no other company working. So, it gave us great confidence to listen to that. So, this is what I wanted to say. Uncle, if you like to add. Rajeev Setia: Yes, with the separate risk, we are working. This is what we are doing for years all together and this has really paid now when the war situation is going on. The movement to Middle East is low. Of course, through Red Sea, the countries like Egypt and this Aqaba port, Jordan and Lebanon is doing well and this part has slowed down now. But let's hope it goes well. Our 500 ton shipment to Jeddah is moving in a day or two. So, it's going. Let's see. This part is not as good as it used to be, but the other part of the world like US, Canada, New Zealand, Europe, Russia, African part, we are all over. Page 2 of 18 Chaman Lal Setia Exports Limited Q1 FY27 Post Earnings Conference Call August 7, 2027 Ankit Setia: So, last quarter we had zero shipments to Iran. That is why you can see there is no effect. Rajeev Setia: ‘When we have shipped to Iran, never. Yes. Ankit Setia: Let's move on to the Q&A. Moderator: Sure, all those who wish to ask a question may use the option of raise hand. In case you’re unable to raise hand, you can drop a question in the Q&A Box and we’ll ask your question on your behalf. I request participants now to raise their hand. Moderator: Sir, we'll take the first question from Manish Kela. Manish, you can go ahead. Manish Kela: Hi. Thank you for the opportunity and congratulations. Once again, displaying a solid performance both on top line as well as bottom line. So, I have a couple of questions. So, one is in your commentary, you've talked about again elevated ocean freight costs. Again, I understand all of this is because of the geopolitical situation. So, again, were we able to absorb these costs? Like, were we able to pass it through the customer? So, that's the question. That's one. And my second question would be, we also talked about doing good purchase of low-cost inventory. So, this was highlighted on the previous call. So, are we still holding on to any low-cost inventory? And if yes, what would be the quantum? And do we expect Q2 realizations to be strong as well, going by the current rates of Basmati rice? Rajeev Setia: Yes. Your first question is about ocean freights. We are quoting only FOB these days and telling the buyers we will ship CIF, of course, because we have to secure our cargo also with the insurance. And the ocean freight will, the actual ocean freight as on that date will be added to the price to make it CIF. And we always tell them, we give you the price, whatever, because you are yet to sell. We have sold you and you are yet to sell. You are in a better situation than us, despite paying ocean freight. But everybody knows ocean freight has gone up and accordingly they factor into their prices and sell. The demand is there. It's an essential product. Demand is too much. And other question, we built up huge stock of low prices and starting from the commencement of season until mid-January, we bought a lot of rice. We still have a Page 30f 18 Chaman Lal Setia Exports Limited Q1 FY27 Post Earnings Conference Call August 7, 2027 reasonable quantity with us at the lower price and whenever the prices went down in this period also, because when there was good news for from the war side, the prices used to go up. And when any eventuality happened, like the resume of war, whatever, unfortunate we should say, the prices used to come down. We got opportunities to procure also. So, in all, we are in a very good situation to sell. Manish Kela: Thank you, sir. If I can squeeze in one final question. While sales increased, the volume reduced. So, do we expect volumes to be soft in Q2 as well? Rajeev Setia: Q2, it's very little premature stage to comment because it's just beginning of the quarter 2. Demand is there. Now, it depends. Demand is there means buyer and seller are confident about the business. Now, it depends upon the logistic. If the -- I mean, this war is receding slower day by day and let's hope good time comes, ocean rates come down or the movement to all destinations is in order or going quick, the business can happen anything. And if the slowdown remains, then it can hit also. I mean, it's premature to say. Still, we have to wait. Manish Kela: And how are the current prices of Basmati ruling at, is it high or what is it? Rajeev Setia: They are high, of course, but not the peak level which was achieved by rice. They are less than that, but still high. Manish Kela: Allright. Thank you, sir. I'll join back the queue. Moderator: Thank you, Manish. We take the next q [Showing first 8,000 characters — download PDF for full document]