India · Delayed Price · Currency is INR Container Corporation of India Earnings Call Transcripts
Fiscal Year 2026
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Record throughput and EXIM revenue achieved despite global trade headwinds, with margins stable but PAT down 4.5%. FY 2027 guidance targets 8% EXIM and 15% domestic growth, supported by DFC connectivity and new capacity investments.
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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% year-over-year volume growth in the first half. Margins improved, market share dipped slightly, and major infrastructure and service expansions are underway, supporting strong future growth prospects.
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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 increased market share. FY26 guidance targets 13% overall volume growth, supported by infrastructure expansion and robust domestic demand. DFC commissioning and new terminals are expected to drive future growth.
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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 gains at key ports and strong domestic growth offset challenges from trade disruptions and weather. Management maintains robust FY25 guidance, supported by new initiatives.
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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.