India · Delayed Price · Currency is INR Container Corporation of India Earnings Call Transcripts
Fiscal Year 2026
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Record throughput and margin improvements were achieved, with robust EXIM and domestic growth expected to continue, supported by increased CapEx and upcoming DFC connectivity to JNPT. PAT was flat due to higher depreciation and LLF, but long-term guidance remains strong.
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Record throughput and operating income achieved in Q2 FY26, with 11% volume growth in H1. Margins improved, infrastructure expansion is on track, and new MOUs and services are set to drive future growth. Guidance for 13% overall, 10% EXIM, and 20% domestic volume growth maintained.
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Q1 FY26 saw record throughput and improved margins, with EXIM and domestic volumes up year-over-year. Market share rose at JNPT but fell at Mundra due to North India demand. Guidance for 13% volume growth is maintained, with strong outlook for both EXIM and domestic.
Fiscal Year 2025
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Record throughput and all-time high PAT achieved, with stable margins and strong market share gains. FY26 guidance targets 13% overall growth, supported by new terminals, infrastructure expansion, and a focus on customer-centric, sustainable logistics.
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Q3 FY25 saw 11.6% volume growth, with strong domestic and EXIM recovery despite global disruptions. CapEx was raised 40% to INR 855 crore, and double-digit growth is expected in Q4, supported by infrastructure expansion and new service initiatives.
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Throughput grew 6% in H1 FY25, with record PAT of INR 371 crore in Q2 and improved margins. Market share increased at key ports, and management remains confident in achieving full-year growth guidance despite industry challenges.
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Throughput grew 6% YoY with gains in both EXIM and domestic segments, supported by infrastructure expansion and new initiatives. Management maintains FY25 guidance, expects profit growth, and is optimistic about volume gains from new terminals, double stacking, and corporate tie-ups.