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Earnings Call

Container Corporation of India Earnings Call: Key Takeaways

CONCOR achieved record 5.58M TEU throughput in FY26. While revenue and operating margins grew, PAT declined 4.5% due to geopolitical conflicts and domestic supply chain disruptions.

Why this was an Alfa AlertNot a filter event. Results and guidance were largely in line or conservative due to geopolitical factors.
Highlights
Revenue growthEXIM revenue crossed ₹6,000Cr for the first time.
MarginsEBITDA expected to maintain at 24-25% range.
Demand visibilityStrong domestic demand for bulk cement; May showing volume upsurge.
Management confidenceModerate; conservative on long-term guidance due to global uncertainties.

Growth

FY26 throughput grew 9.6%; EXIM revenue hit record ₹6,000Cr+. PAT fell 4.5% YoY.

Outlook

FY27 guidance: EXIM 8%, Domestic 15%, Overall 9.5% growth. Planned ₹945Cr+ capex for infrastructure.

Risks

Geopolitical tensions affecting Middle East/EXIM trade; shortage of tank containers; high domestic empty running costs.

Source

Earnings Call filed with BSE, NSE: CONCOR. Summary written with AI assistance from the document.

Read the document ↗

Container Corporation of India Ltd: key numbers

Share price
₹461.50
Market cap
₹35,149 Cr
Revenue (annual)
₹9,079 Cr
Net profit (annual)
₹1,242 Cr
P/E (TTM)
28.3×Sector 29.0×
Promoter holding
54.80%+0.00% QoQ
FII holding
7.85%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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