Outcome of Board Meeting of CONCOR held on 25.05.2026 - Financial Result as on 31.03.2026

Emphasis of matterNet loss reportedEBITDA margin compressionGoing-concern doubtExceptional itemResults View source PDF Explain this filing

CONCOR · price

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Price reactionminutes from the announcement price · days from the prior close

-7.4%Reaction day

₹513.20

prior close

₹490.80

announcement price

After-mkt

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Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+0.4%-7.8% vs market

Logistics Solution Provider peers, median of 43sector-0.0%-7.4% vs sector

On the reaction day the stock moved 7.8 pts less than Nifty Midcap 150 and 7.4 pts less than its Logistics Solution Provider peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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UpDownMarket · Nifty Midcap 150Sector · Logistics Solution Provider peers, median of 43Pending

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AI summary

CONCOR reported FY26 standalone revenue of Rs 9,059.45 crore, up 2.2% from Rs 8,863.37 crore in FY25. Profit after tax declined to Rs 1,221.81 crore from Rs 1,271.98 crore in the prior year, representing a ~4% decline. EBITDA margin compressed year-over-year (FY26 EBITDA ~Rs 2,295 crore vs FY25 ~Rs 2,364 crore). The auditors issued an unmodified opinion. The Board declared a final dividend of Rs 1 per share (20%), bringing total dividend for FY26 to Rs 8.60 per share (172%) across four tranches. Key emphasis of matter notes include: (a) Land License Fee to Indian Railways booked at Rs 395.24 crore based on company's own assessment and not final, with no ROU assets/liability recognized; (b) Trade receivables of Rs 29.34 crore outstanding over 3 years with Rs 24.52 crore unprovided (including Rs 6.52 crore under legal proceedings); (c) reconciliation/confirmations pending for sundry debtors/creditors. The useful life of LNG trucks was revised from 8 to 15 years, reducing depreciation by Rs 8.07 crore. The auditors noted non-compliance with Board composition requirements (only 3 Independent Directors vs required).

Likely market impact

CONCOR's FY26 profit declined despite stable revenue growth, indicating margin pressure. The multiple emphasis of matter notes regarding uncertain land lease terms and unprovided receivables add risk. The total dividend payout of 172% demonstrates management confidence but may not be sustainable if profitability weakens further. Shareholders should monitor the pending finalization of Land License Fee terms as this could impact future costs.