CONCOR

Container Corporation of India share price & financials

Price
₹486.9
Market cap
₹37.9k Cr
Sector
Services
Calls analysed
6
Latest concall · Q4 FY26 · call held 26 May 2026

Container Corpn. Q4 FY26

EBITDA Margin 24.33%

What went well

  • Achieved highest ever throughput of 5.58 million TEUs in FY26, representing a 9.6% year-on-year growth (EXIM 8%, domestic 14.6%).
  • EXIM revenue crossed INR6,000 crores for the first time, an all-time high for the company.
  • Rail freight margin increased by 1.51% to 27.16% and overall operating margin improved by almost 1% to 30.89% in FY26.

What to watch

  • PAT decreased by 4.5% in FY26, primarily due to less demand in domestic streams (Gunny Bales, tiles traffic) and international trade challenges.
  • Domestic segment EBIT margin was significantly impacted, reaching 0.2% in Q4 FY26, partly due to an 11.3% increase in domestic empty running costs.
Read the full call →

What Container Corporation of India Limited does

Container Corporation of India is a Government of India Navratna enterprise under the Ministry of Railways that runs a pan-India multimodal logistics network, hauling containerized export-import (EXIM) and domestic cargo by rail between its own terminals/inland container depots and gateway ports. It owns and operates its container fleet, rakes, wagons and terminal handling equipment, and earns by charging for rail haulage, terminal handling, warehousing and first/last-mile road movement of containers. Beyond core rail-container logistics, it has diversified into cold-chain, air cargo and port terminal operations through wholly owned subsidiaries and joint ventures with private terminal/port operators.

Segments

  • EXIM (Export-Import) container logistics
  • Domestic container logistics
Terminal network
67 CONCOR terminals across India
Total network locations served
190 (terminals, CRTs, E-CRTs, private sidings & gateway ports combined)
Container fleet
56,810 containers
Total rake holding
411 rakes
Gateway ports served
13 ports (incl. Mundra, JNPT, Chennai, Vizag, Cochin, Kolkata)
Customs Rail Terminals (CRTs) operated
40 locations
Founded 1988Headquarters New DelhiEmployees 1,271 (2025-03-31) Company website

Guidance record · Q4 FY26

what the last two calls moved 15 tracked 2 delivered 3 missed 10 open
  • FY26 Capex Budget delivered said Q4 FY25 Promised: INR 860 crores Q4 FY26: Spent INR 1,085.20 crores in FY26, exceeding the revised target of INR 1,060 crores.
  • FY26 Overall Throughput Growth missed said Q4 FY25 Promised: 13% Q4 FY26: Achieved 9.6% growth for FY26, missing the 13% target.
  • WDFC Commissioning to JNPT delayed said Q3 FY25 Promised: December 2025 Q4 FY26: Timeline pushed again from March 2026 to June 1, 2026.

All 15 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 0.3%, net profit up 0.7% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue2,288 2,208 2,288 2,154 2,355 +3%2,308 +5%2,263 −1%2,160 +0%
EBITDA582 465 441 433 576 −1%514 +11%427 −3%444 +3%
Net profit366 367 300 267 380 +4%335 −9%264 −12%269 +1%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −8.4% 1Y

₹450₹500₹550Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 12 Nov 2025Q3 FY26 — 30 Jan 2026Q4 FY26 — 26 May 2026

1Y: ₹544.95 on 10 Sept 2025 → ₹499.25. High ₹564.15 (16 Sept 2025), low ₹423.75 (23 Mar 2026).

How the price took the results

close before → close after

Q4 FY26
−7.1%
26 May
Q3 FY26
+0.3%
30 Jan
Q2 FY26
+1.4%
12 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 3.6% a year over 3 years, FY23 to FY26. Operating margin narrowed to 21.5%.

Year endingFY23FY24FY25FY26
Revenue₹8.2k Cr₹8.7k Cr₹8.9k Cr₹9.1k Cr
Operating profit₹1.9k Cr₹2.0k Cr₹1.9k Cr₹1.9k Cr
Operating margin22.9%22.6%21.7%21.5%
Interest₹64 Cr₹72 Cr₹73 Cr₹77 Cr
Depreciation₹574 Cr₹619 Cr₹580 Cr₹616 Cr
Net profit₹1.2k Cr₹1.3k Cr₹1.3k Cr₹1.2k Cr
Net margin14.4%14.6%14.5%13.7%
Cash from operations₹1.4k Cr₹1.4k Cr₹1.7k Cr₹1.5k Cr
Free cash flow₹835 Cr₹603 Cr₹868 Cr₹344 Cr
ROCE14.0%14.0%14.0%13.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹305 Cr₹305 Cr₹305 Cr₹305 Cr₹381 Cr₹381 Cr
Reserves₹9.9k Cr₹10.5k Cr₹10.9k Cr₹11.5k Cr₹12.4k Cr₹12.6k Cr
Borrowings₹723 Cr₹735 Cr₹779 Cr₹939 Cr₹905 Cr₹965 Cr
Other liabilities₹1.5k Cr₹1.5k Cr₹1.5k Cr₹1.3k Cr₹1.3k Cr₹1.3k Cr
Total liabilities₹12.4k Cr₹13.0k Cr₹13.5k Cr₹14.0k Cr₹15.0k Cr₹15.2k Cr
Fixed assets₹5.7k Cr₹5.7k Cr₹5.6k Cr₹6.0k Cr₹6.8k Cr₹7.2k Cr
Capital work in progress₹923 Cr₹755 Cr₹837 Cr₹893 Cr₹785 Cr₹906 Cr
Investments₹1.3k Cr₹1.2k Cr₹1.2k Cr₹1.1k Cr₹1.0k Cr₹1.1k Cr
Other assets₹4.6k Cr₹5.3k Cr₹5.8k Cr₹6.0k Cr₹6.3k Cr₹6.0k Cr
Total assets₹12.4k Cr₹13.0k Cr₹13.5k Cr₹14.0k Cr₹15.0k Cr₹15.2k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, FIIs trimmed −4.89 pp while DIIs added +3.73 pp. The shareholder count grew 5% to 3,57,912.

Promoters
54.8%
FIIs
7.8%
DIIs
29.9%
Public
7.5%

Since Jun 2025

  • FIIs −4.89 pp
  • DIIs +3.73 pp
  • Public +1.22 pp

How it drifted, 12 quarters

Over this window FIIs fell from 20.7% to 7.8% — −12.8 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 54.8%, FIIs 20.7%, DIIs 21.5%, Government 0.1%, Public 2.9%.Dec '23: Promoters 54.8%, FIIs 19.6%, DIIs 22.8%, Government 0.1%, Public 2.8%.Mar '24: Promoters 54.8%, FIIs 16.6%, DIIs 24.9%, Government 0.1%, Public 3.6%.Jun '24: Promoters 54.8%, FIIs 16.1%, DIIs 24.7%, Government 0.1%, Public 4.2%.Sep '24: Promoters 54.8%, FIIs 13.7%, DIIs 25.7%, Government 0.1%, Public 5.7%.Dec '24: Promoters 54.8%, FIIs 13.5%, DIIs 25.7%, Government 0.1%, Public 5.9%.Mar '25: Promoters 54.8%, FIIs 13.1%, DIIs 26.2%, Government 0.1%, Public 5.8%.Jun '25: Promoters 54.8%, FIIs 12.7%, DIIs 26.1%, Government 0.1%, Public 6.3%.Sep '25: Promoters 54.8%, FIIs 12.4%, DIIs 25.8%, Public 7.0%.Dec '25: Promoters 54.8%, FIIs 9.1%, DIIs 28.7%, Public 7.5%.Mar '26: Promoters 54.8%, FIIs 8.3%, DIIs 29.8%, Public 7.1%.Jun '26: Promoters 54.8%, FIIs 7.8%, DIIs 29.9%, Public 7.5%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 1 holder trimming and 4 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Container Corporation of India Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
President of India Ministry of Railways 54.80%unchanged
Life Insurance Corporation Of India Insurer10.04%unchanged
Isif Hybrid Long - Short Fund AIF4.62%newly disclosed
NPS Trust-A/C LIC Pension Fund Scheme Tax Saver-Tier 2 Pension / PF2.60%newly disclosed
Mirae Asset Nifty500 Multicap 50:25:25 ETF Mutual fund2.56%newly disclosed
Nippon Life India Trustee Ltd-A/C Nippon Power & Infra Fund Mutual fund2.00%newly disclosed
Government Pension Fund Global Sovereign1.95%−0.09 pp
ICICI Prudential Balanced Advantage Fund Mutual fund—off the list
NPS Trust- A/C SBI Pension Fund Scheme Pension / PF—off the list
Mirae Asset Large & Midcap Fund Mutual fund—off the list
Nippon Life India Trustee Ltd-A/C Nippon India Mutual fund—off the list

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in CONCOR

Filings to Aug 2026

2 new, 10 added, 2 trimmed, 0 sold out — net +42.50 L shares (+20.7%).

Held by funds
₹1.3k Cr
20 schemes
Biggest holder
Nippon India Multi Cap Fund
₹307 Cr · 0.6% of that fund
SchemeHoldingLast month
Nippon India Multi Cap Fund Nippon India Mutual Fund₹307 Cr−10.00 L
Nippon India Growth Mid Cap Fund Nippon India Mutual Fund₹268 Crheld
SBI PSU Fund SBI Mutual Fund₹266 Cr+37.87 L
SBI Arbitrage Fund SBI Mutual Fund₹103 Cr+6.72 L
SBI Balanced Advantage Fund SBI Mutual Fund₹73 Crheld
Nippon India Power & Infra Fund Nippon India Mutual Fund₹54 Crheld
Nippon India Arbitrage Fund Nippon India Mutual Fund₹46 Cr+1.15 L
HDFC Infrastructure Fund HDFC Mutual Fund₹34 Cr+1.00 L

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

10 added, 2 trimmed — net +42.50 L shares (+20.7%)

Funds are sitting on
-11%
vs est. average cost
Held by funds
₹1.3k Cr
20 schemes · ≈ 3.2% of the company
Biggest holder
Nippon India Multi Cap Fund
₹307 Cr · 0.6% of that fund
Longest holder
Nippon India ETF Nifty Midcap 150
5y 6m · since Mar '21

Shares held by these funds −8%

Aug '23 2.08 cr shares Jul '26

What the price assumes

Growth trap

To justify its price of ₹499, this stock must grow earnings at 23% every year for 7 years. Our analysis caps realistic growth at ~2%. At that growth it is worth ₹163 — downside of 67%.

Growth the price implies
23.1% a year
for 7 years, fading to 4%
It has actually compounded at
2.0% a year
net profit, FY23–FY26 · EPS 1.9%
The gap
0.2 pp
-67% downside if it only repeats history
Price today ₹499.25 Value at the reference growth ₹162.94

Change the assumptions yourself →

All earnings calls (6)

Read the Q4 FY26 call →

Learn to analyse Container Corporation of India Limited

Guides on how to read this kind of business and the numbers that matter.