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Earnings Call

Shipping Corporation of India Earnings Call: Key Takeaways

SCI delivered record profits in FY26, driven by high tanker rates and regional conflicts, though operational disruptions in the Strait of Hormuz created significant execution bottlenecks.

Highlights
Revenue growthRevenue rose 3.3% YoY to ₹5,778cr; tanker segment led growth.
MarginsTanker margins expanded significantly; liner and container margins faced moderation.
Demand visibilityStrong visibility in LPG and crude; container demand faces pricing pressure.
Management confidenceHighly optimistic, emphasizing strategic 'Atmanirbhar Bharat' initiatives and fleet expansion.

Growth

PAT grew 60% YoY to ₹1,353cr; tanker segment profitability surged 75% due to favorable global shipping dynamics.

Outlook

Targeting 216 vessels by 2047 with ₹1 lakh crore investment; immediate focus on ₹3,000 DWT methanol vessels.

Risks

Four vessels remain stuck in the Strait of Hormuz; geopolitical volatility creates unpredictable cargo availability and insurance costs.

Source

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

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Shipping Corporation of India Ltd: key numbers

Share price
₹274.40
Market cap
₹12,782 Cr
Revenue (annual)
₹5,780 Cr
Net profit (annual)
₹1,353 Cr
P/E (TTM)
7.9×Sector 29.0×
Promoter holding
63.75%+0.00% QoQ
FII holding
8.98%Current quarter

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

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Financial Results

Shipping Corporation of India Q1 FY27 Results: Net Profit ₹619.3 Cr, Up 74.8% YoY

Shipping Corporation of India Ltd reported revenue from operations of ₹1,847 Cr (+40.3% YoY) and net profit of ₹619.3 Cr (+74.8% YoY) for Q1 FY27.

Key figure
Net profit ₹619.3 Cr · +74.8% YoY