ALFA Finder| Revenue growth | 12% YoY revenue growth to ₹465 Cr; domestic up 37%. |
|---|---|
| Margins | 4.1% EBITDA margin; pressured by sea-freight costs and Red Sea issues. |
| Demand visibility | Strong domestic visibility; EXIM visibility hampered by geopolitical instability. |
| Management confidence | Balanced optimism; defensive regarding working capital and pricing power. |
Growth
Domestic revenue surged 37% YoY, while EXIM remained muted at 3.2% due to Red Sea disruptions.
Outlook
Capex of ₹100 Cr planned for FY27; adding 150 specialized containers to capture domestic growth.
Risks
Ballooning working capital days (111-120 days) and high freight rates threaten profitability despite management's domestic pivot.
Last quarter's promises, checked
Delivered
- Guided FY26 Capex ~₹74 Cr → delivered >₹70 Cr (= BEAT)
- Guided FY26 overall volume growth → delivered 6.14% YoY (= BEAT)
Partly delivered
- Guided Debtor Days <120 → delivered 111-120 range (= PARTIAL)
Missed
- Guided EBITDA margin improvement → delivered 4.1% vs 5% prev (= MISS)
- Guided EXIM normalization → delivered 3.2% growth vs 14% trend (= MISS)
Earnings Call Transcript filed with NSE, NSE: WCIL. Summary written with AI assistance from the document.
Western Carriers (India) Ltd: key numbers
- Share price
- ₹94.01
- Market cap
- ₹958.5 Cr
- Revenue (annual)
- ₹1,829 Cr
- Net profit (annual)
- ₹38.82 Cr
- P/E (TTM)
- 26.1×Sector 32.3×
- Promoter holding
- 73.30%+0.27% QoQ
- FII holding
- 0.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Western Carriers (India) Ltd
All →Western Carriers (India) Board Meeting Date
Western Carriers will hold a board meeting on 14 November 2026 to consider unaudited standalone and consolidated quarterly results for September 2026. The trading window stays closed until 16 November 2026.
Western Carriers (India) Other Announcement
This quarterly shareholding pattern disclosure is filed by Western Carriers (India) Ltd in compliance with SEBI Regulation 31. No material events or transactions are reported herein.
Western Carriers (India) Annual General Meeting
Western Carriers (India) Ltd. held its 15th Annual General Meeting on September 30, 2026, where all proposed resolutions were duly passed by the requisite majority.
Western Carriers (India) Promoter Buying: ₹0.62 Cr
Promoter Rajendra Sethia acquired 66,000 shares of Western Carriers (India) Ltd via market purchase for Rs.0.62 Crore. The promoter stake increased to 73.10%.
- Value
- ₹0.62 Cr
- Promoter stake change
- +0.07%
Western Carriers (India) Promoter Buying
Rajendra Sethia (Promoter) acquired 66,000 equity shares of Western Carriers (India) Limited through an open market purchase, increasing his stake by 0.065%.
- Promoter stake change
- +0.07%
Western Carriers (India) Promoter Buying: ₹0.98 Cr
Promoter Rajendra Sethia purchased 1,00,000 equity shares of Western Carriers (India) Ltd from the market for ₹0.98 Crore, increasing his stake.
- Value
- ₹0.98 Cr
- Promoter stake change
- +0.10%