Operates a containerised rail freight logistics network across India, moving import-export (EXIM) and domestic container cargo. In FY26, total throughput reached an all-time high of 5.58 million TEUs, with EXIM volumes +8% and domestic volumes +14.6% year-on-year. The EXIM segment accounts for 66.3% of FY26 segment revenue at ₹6,008.63 crore and earns an EBIT of ₹1,429.84 crore, while the domestic segment contributes 33.7% at ₹3,050.82 crore with an EBIT of ₹149.05 crore. The business is asset-heavy: depreciation is 6.8% of revenue and FY27 capex is budgeted at ₹945 crore, going into terminals, wagons, container fleet and the upcoming Western Dedicated Freight Corridor (WDFC) link to JNPT from June 1, 2026. New streams are being added — bulk cement moved in tank containers (target 1 million tons in FY27), an LNG dispensing station at the Khodiyar ICD with GAIL (15 LNG-powered trucks to be deployed), and a 30% stake in the Bharat Container Shipping Line JV. The largest cost is other operating expenses at 72.8% of revenue, reflecting rail freight, terminal handling and lease payments to Indian Railways (such as the Land License Fee flagged by auditors). AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. EXIM (import-export container rail logistics) (66%), Domestic container rail logistics (34%). Asset-heavy, container rail logistics with capex of 11.9% of revenue and depreciation of 6.8%.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 7,653 | 8,169 | 8,653 | 8,887 | 9,079 |
| EBITDA (ex other income) | 1,747 | 1,866 | 1,958 | 1,896 | 1,950 |
| margin % | 22.8 | 22.8 | 22.6 | 21.3 | 21.5 |
| Owners' profit | 1,055 | 1,174 | 1,261 | 1,289 | 1,242 |
| EPS, as reported (₹) | 17.27 | 19.26 | 20.71 | 21.20 | 16.36 |
| ROE % · ROCE % | 9.7 · 12.4 | 10.4 · 13.3 | 10.6 · 13.4 | 10.3 · 13.2 | 9.5 · 12.2 |
| Debt / equity (x) | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 1,369 | 1,406 | 1,389 | 1,712 | 1,482 |
| Capex | (778) | (573) | (741) | (908) | (1,083) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2,288 | 2,208 | 2,288 | 2,154 | 2,355 | 2,308 | 2,263 | 2,160 |
| Profit before tax | 493 | 457 | 392 | 349 | 498 | 433 | 342 | 360 |
| Net profit | 366 | 367 | 299 | 267 | 380 | 335 | 264 | 269 |
| EPS (₹) | 6.01 | 6.03 | 4.91 | 3.51 | 4.99 | 4.40 | 3.46 | 3.53 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| EXIM | 6,014 | 66.2 |
| DOM | 3,065 | 33.8 |
| Total, before eliminations | 9,079 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| CONTAINER CORP OF IND LTD ◆ | 38,024 | 30.5 | 2.91 | 16.2 | 9.5 | 11.6 | 7.2 | 24.5 |
| DELHIVERY LIMITED | 32,882 | 351.3 | 3.39 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 10 Sept 2026 · C&AG appoints Bhatia and Bhatia as statutory auditor for FY26-27 | management changes | medium | — | — |
| 8 Sept 2026 · CONCOR Final Dividend of Rs.1/Share; Record Date 21 Sep 2026 | corporate actions | high | — | — |
| 8 Sept 2026 · Final Dividend Rs.1/share; Record Date 21 Sep 2026 | corporate actions | high | — | — |
| 7 Sept 2026 · CONCOR wins Rs 89.09 cr railway wagon order | business updates | high | — | — |
| 7 Sept 2026 · AGM on 28 Sep, Book Closure 22-28 Sep for Final Dividend FY26 | corporate actions | high | — | — |
| 7 Sept 2026 · AGM on Sept 28; book closure Sept 22-28 for final dividend FY26 | corporate actions | high | — | — |
| 5 Sept 2026 · CONCOR 38th AGM on Sep 28; final dividend of Rs 1 per share | compliance | minimal | — | — |
| 4 Sept 2026 · AGM on Sept 28, 2026; Final Dividend Rs.1/share; Book Closure Sept 22-28 | compliance | medium | — | — |
| 4 Sept 2026 · CONCOR 38th AGM on 28 Sep 2026, final dividend Rs 1 per share | board shareholder meetings | low | — | — |
| 4 Sept 2026 · CONCOR 38th AGM on Sept 28, 2026; book closure, e-voting and final dividend | board shareholder meetings | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| 33.6 |
| 1.6 |
| 1.2 |
| — |
| 8.7 |
| SHADOWFAX TECHNOLOGIES L | 14,920 | 92.7 | 8.55 | 59.0 | 6.4 | 5.7 | — | 8.3 |
| BLUE DART EXPRESS LTD | 11,490 | 40.0 | 6.47 | 12.1 | 13.9 | 13.4 | 13.3 | 16.7 |
| TRANSPORT CORPN OF INDIA | 6,587 | 14.4 | 2.53 | 11.9 | 17.7 | 14.4 | 11.9 | 11.3 |
| TVS SUPPLY CHAIN SOL L | 5,770 | 89.5 | 2.80 | 7.0 | 5.7 | 4.8 | — | 7.2 |
| VRL LOGISTICS LIMITED | 5,044 | 18.9 | 4.41 | — | 20.7 | 14.5 | — | 21.9 |
| Afcom Holdings Limited | 4,284 | 22.2 | 9.38 | — | 26.7 | 20.2 | — | 41.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 30.5 | 15.7 | 42 of 54 | 23% |
| P/B | 2.9 | 1.6 | 31 of 40 | 23% |
| ROCE | 11.6 | 6.8 | 17 of 56 | 71% |
| ROE | 9.5 | 5.7 | 12 of 42 | 73% |
| Debt / Equity | 0.0 | 0.2 | 7 of 42 | 85% |
| EBITDA margin | 24.5 | 8.7 | 6 of 43 | 88% |
| Revenue growth | 0.3 | 9.5 | 29 of 42 | 32% |
| Profit growth | 0.6 | 22.5 | 23 of 35 | 35% |
| Market cap | 38024 | 123 | 1 of 56 | 100% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
