| Revenue growth | 12% YoY; domestic volumes up 37%. |
|---|---|
| Margins | EBITDA margin 4.1%; PAT margin improved 20bps QoQ. |
| Order book | Ordered 150 specialized containers for client requirements. |
| Demand visibility | Strong domestic demand; EXIM recovery expected post-war. |
| Management confidence | High, citing record Q1 volumes and domestic pivot. |
Growth
Revenue grew 12% YoY to INR465Cr; PAT rose 13% QoQ to INR9Cr. Domestic container volumes surged 37% YoY.
Outlook
Envisaged FY27 capex of ~INR100Cr; adding 150 specialized containers. Targeting long-term growth through multimodal shift and Devaliya MMCT.
Risks
Global geopolitical tensions affecting EXIM vessel availability and freight costs; fuel price volatility impacting road transport economics.
Last quarter's promises, checked
Delivered
- Guided focus on domestic pivot → delivered 37% YoY domestic volume growth (= BEAT)
- Guided debt reduction post-IPO → delivered 10% debt reduction since March (= BEAT)
- Targeted specialized fleet expansion → delivered 150 new specialized containers ordered (= BEAT)
Partly delivered
- Guided FY27 capex of INR100Cr → delivered ~INR70Cr deployed/committed in H1 (= PARTIAL)
Missed
- Targeted debtor days below 120 → delivered working capital intensity remains high (= MISS)
- Guided sequential EBITDA margin improvement → delivered 4.1% vs 5.0% in Q4 (= MISS)
Investor Presentation filed with BSE, NSE: WCIL. Summary written with AI assistance from the document.
Western Carriers (India) Ltd: key numbers
- Share price
- ₹94.77
- Market cap
- ₹966.2 Cr
- Revenue (annual)
- ₹1,829 Cr
- Net profit (annual)
- ₹38.82 Cr
- P/E (TTM)
- 26.3×Sector 29.0×
- Promoter holding
- 73.03%+0.06% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Western Carriers (India) Ltd
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- Value
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- Promoter stake change
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Western Carriers (India) Promoter Buying
Promoter Rajendra Sethia acquired 1,00,000 shares (0.098% stake) of Western Carriers (India) Ltd via open market purchase.
- Promoter stake change
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- terminal area
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Western Carriers (India) Capacity Expansion
WCIL inaugurated its General Cargo Terminal at Kolkata Dock System under a 15-year SMPA agreement. This marks its first east-coast logistics base with Phase I fully operational.
- Execution
- 15 years
Western Carriers (India) Other Announcement
Western Carriers (India) Ltd informed exchanges that letters were sent to members with unregistered email addresses, providing web-links to access the Annual Report and AGM Notice.
Western Carriers (India) Annual Report
Western Carriers (India) Ltd has submitted its Annual Report for the financial year 2025-26, along with the notice for its 15th Annual General Meeting.