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Earnings Call Transcript

Container Corporation of India Earnings Call Transcript: Key Takeaways

Record Q2 turnover of ₹2,373 Cr and H1 volumes up 4.48%, but revenue growth was only 0.93% as tariff cuts bit. Management declined to update domestic FY27 guidance until December, citing Hormuz disruption.

Highlights
Revenue growthStated revenue growth 0.93%; volumes +4.48% H1, realisations diluted.
MarginsManagement EBITA 25.79% of total income; domestic margin compressed by price cuts.
Demand visibilityDomestic recovering; Gail contract traffic expected late November.
Management confidenceOptimistic on tone; declined to update guidance until December.

Growth

Revenue +0.93% against 4.48% H1 volume growth, implying realisation erosion from 10–20% Dadri and TKD tariff cuts.

Outlook

Internal FY27 capex target ~₹945 Cr versus ₹800 Cr MoU; shipping revenue ~₹50 Cr targeted this year.

Risks

Domestic guidance withheld; domestic margin squeeze; Hormuz closure; port transshipment distorts rail-share data.

Source

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

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Container Corporation of India Ltd: key numbers

Share price
₹419.15
Market cap
₹31,923 Cr
Revenue (annual)
₹9,079 Cr
Net profit (annual)
₹1,242 Cr
P/E (TTM)
26.2×Sector 31.1×
Promoter holding
54.80%+0.00% QoQ
FII holding
8.09%Current quarter

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

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