Container Corporation of India Ltd (NSE:CONCOR)
₹ 469.8 -4.15 (-0.88%) Market Cap: 357.54 Bil Enterprise Value: 330.57 Bil PE Ratio: 30.00 PB Ratio: 2.76 GF Score: 87/100

Q2 2026 Container Corporation of India Ltd Earnings Call Transcript

Nov 12, 2025 / 06:00 AM GMT
Release Date Price: ₹530.45 (+1.44%)

Key Points

Positve
  • Container Corporation of India Ltd (BOM:531344) reported the highest ever throughput of 1.44 million TUs in Q2 FY26.
  • The company achieved a throughput growth of 11% year-on-year, with domestic growth at 13%.
  • Operating margin increased from 30.47% to 31.44%, and rail freight margin improved from 26.17% to 27.80%.
  • The company has signed MOUs with UltraTech Cement and Adani Cement, which are expected to drive domestic growth.
  • Container Corporation of India Ltd (BOM:531344) is expanding into the shipping sector, with high-margin business opportunities in the Middle East.
Negative
  • Domestic demand was lower than expected due to reduced demand in sectors like cement, gunny bales, and tiles.
  • Market share decreased overall, with a drop from 55.9% to 54.1% in exim and from 58% to 55.7% in domestic.
  • There was a decrease in exim lead by 2.5% due to less demand in North India.
  • The company faces challenges in container supply, with only 200 out of 1,000 ordered containers received.
  • The company is experiencing competitive pressure, particularly in the waste paper commodity from Mundra Port.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CCRI.NS - Container Corporation of India Ltd
Q2 2026 Container Corporation of India Ltd Earnings Call
Nov 12, 2025 / 06:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Container Corporation of India Limited earnings call Q2 F26 hosted by Dam Capital. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded. I now hand the conference over to Miss Bhumika Naya.

Thank you and over to you, ma'am.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot