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Stock Analysis

Description

Container Corporation of India Ltd. (CONCOR) is a prominent Indian public sector undertaking engaged in multi-modal logistics, primarily providing inland transportation of containers by rail. It also manages port operations, air cargo complexes, and cold chains. It operates within the logistics and transportation sector.

Key Growth Triggers

The reporting of strong provisional physical volume data for Q4 FY25, with a notable 10.78% year-on-year increase in total throughput, driven by healthy growth in both EXIM (9.94% YoY) and Domestic (13.43% YoY) segments, signifies robust operational performance and sustained demand for CONCOR's services, setting a positive tone for future financial outcomes.

Order Book

Currently no data available for Order Book.

Key Red Flags

Currently no data available for Key Red Flags.

Key Dates To Watch

Currently no data available for Key Dates To Watch.

Corporate Announcements

15th Apr 26

Impact Rating: 8

CONCOR announced receiving a domestic order worth ₹175.36 Crores for 09 Spine Car rakes from M/s Braithwaite & Co Ltd. The supplies are scheduled for completion by February 28, 2027.

15th Apr 26

Impact Rating: 6

Container Corporation of India (CONCOR) received a ₹75.96 lakh (₹0.76 cr) GST demand, penalty, and interest order from Hyderabad Customs. Alleging ineligible ITC, CONCOR believes there's no material impact and plans to appeal.

15th Apr 26

Impact Rating: 6

CONCOR informed exchanges that Independent Directors Shri Chesong Bikramsing Terang and Shri Kedarasish Bapat have completed their term as of April 14, 2026. They have accordingly stepped down from their directorial roles.

10th Apr 26

Impact Rating: 6

CONCOR's board appointed Ms. Pallavi Joshi as Director (Finance) (additional charge) on April 10, 2026, with the appointment effective from April 9, 2026. She brings over 20 years of experience in financial management.

9th Apr 26

Impact Rating: 6

Shri Rahul Agarwal has joined the Board of CONCOR as Part-Time Government Director from March 19, 2026, replacing Shri Prabhas Dansana.

Peer Comparision

S.No.	Name	Current Price (Rs.)	Price to Earning	Market Capitalization (Rs.Cr.)	Dividend yield (%)	Net Profit latest quarter (Rs.Cr.)	YOY Quarterly profit growth (%)	Sales latest quarter (Rs.Cr.)	YOY Quarterly sales growth (%)	Return on capital employed (%)	Sales (Rs.Cr.)	OPM (%)	Profit after tax (Rs.Cr.)	Profit after tax latest quarter (Rs.Cr.)	Price to book value	Return on assets (%)	Debt to equity
1.	Container Corpn.	519.50	30.91	39566.05	1.77	376.75	-4.90	2351.36	2.99	13.85	8984.16	21.00	1280.04	376.75	3.10	9.16	0.07
2.	Delhivery	403.65	218.53	30204.84	0.00	-50.50	-593.92	2559.32	16.88	2.47	9423.19	4.55	138.22	-50.38	3.17	1.20	0.17
3.	Blue Dart Expres	5434.00	48.41	12894.88	0.46	81.38	29.50	1549.33	6.96	16.33	5920.26	15.20	266.37	81.38	7.90	6.65	0.66
4.	Transport Corp.	1045.80	18.48	8024.11	0.76	113.50	5.83	1204.90	7.50	20.52	4670.10	10.45	434.20	112.60	3.36	15.72	0.11
5.	TVS Supply	105.47	39.21	4653.13	0.00	16.31	67.63	2662.63	5.96	4.83	10198.39	6.66	118.68	15.64	2.39	-0.16	1.14
6.	VRL Logistics	249.65	18.70	4367.30	3.00	49.89	39.28	796.96	-0.32	15.73	3175.55	20.65	233.60	49.89	3.99	7.38	1.01
7.	Mahindra Logis.	305.05	–	3026.78	0.82	-8.36	3.72	1685.27	10.79	5.64	6473.57	4.83	-36.93	-10.35	2.64	-1.23	0.59
–	Median: 46 Co.	158.03	23.75	492.9	0.0	5.84	11.78	141.75	8.5	14.91	439.81	8.74	13.16	6.6	2.29	7.19	0.32

Quarterly Results

Standalone figures in ₹ crores

	Sep 2022	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Sales	1,971	1,988	2,166	1,919	2,190	2,205	2,318	2,097	2,283	2,202	2,281	2,150	2,351
Expenses	1,471	1,560	1,721	1,528	1,653	1,693	1,829	1,665	1,708	1,744	1,848	1,723	1,783
Operating Profit	500	429	445	392	537	512	489	432	575	458	433	426	569
Other Income	51	111	94	81	102	101	87	92	97	99	143	94	96
Profit before tax	402	390	371	321	476	441	396	341	492	460	405	347	504
Tax %	25%	24%	25%	24%	25%	24%	26%	25%	25%	25%	25%	26%	25%
Net Profit	303	296	278	244	358	334	295	255	371	343	302	258	377
EPS in Rs	3.98	3.89	3.66	3.21	4.70	4.39	3.87	3.35	4.87	4.51	3.97	3.38	4.95

Profit & Loss

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Sales	4,825	5,496	5,922	5,606	6,157	6,882	6,465	6,385	7,594	8,103	8,632	8,863	8,984
Expenses	3,798	4,187	4,583	4,359	4,681	5,101	4,789	5,352	5,863	6,259	6,702	6,964	7,097
Operating Profit	1,027	1,308	1,339	1,247	1,476	1,781	1,675	1,033	1,731	1,844	1,930	1,899	1,887
Other Income	447	359	317	289	303	334	-602	202	261	321	371	432	432
Interest	0	0	0	4	0	1	36	34	55	58	66	70	68
Depreciation	189	373	348	352	393	425	513	522	530	554	601	563	536
Profit before tax	1,284	1,294	1,308	1,181	1,386	1,689	524	679	1,407	1,554	1,634	1,698	1,715
Net Profit	985	1,048	951	858	1,044	1,215	376	503	1,062	1,169	1,231	1,272	1,280
EPS in Rs	12.93	13.76	12.49	11.27	13.71	15.96	4.93	6.61	13.95	15.35	16.16	16.70	16.81
Dividend Payout %	24%	25%	28%	39%	40%	43%	58%	61%	52%	57%	57%	55%	–

Balance Sheet

Standalone figures in ₹ crores

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Sep 2025
Equity Capital	195	195	195	195	244	305	305	305	305	305	305	305	381
Reserves	6,790	7,441	8,151	8,651	9,130	10,063	9,760	9,899	10,473	10,940	11,508	12,045	12,366
Borrowings	0	0	0	0	0	701	0	618	641	700	888	813	858
Other Liabilities	1,065	1,055	1,084	1,095	1,332	1,538	1,502	1,373	1,384	1,336	1,165	1,117	1,151
Total Liabilities	8,050	8,691	9,430	9,941	10,706	12,607	11,567	12,195	12,802	13,281	13,865	14,280	14,755
Fixed Assets	3,009	3,242	2,800	3,370	3,648	4,195	4,969	5,302	5,391	5,325	5,720	6,299	6,572
Gross Block	4,469.63	5,191.77	3,147.34	4,067.62	4,733.21	5,703.81	7,037.93	7,822.69	8,424.23	8,890.33	9,841.76	10,942.69	–
Accumulated Depreciation	1,460.25	1,949.92	347.35	697.80	1,084.82	1,509.12	2,068.56	2,520.94	3,033.45	3,564.96	4,121.40	4,643.42	–
CWIP	231	301	513	507	671	625	938	920	748	826	892	854	785
Investments	864	1,155	1,358	1,374	1,389	1,403	1,444	1,495	1,436	1,443	1,334	1,334	1,224
Other Assets	3,946	3,994	4,759	4,690	4,998	6,385	4,216	4,478	5,228	5,686	5,919	5,792	6,175
Total Assets	8,050	8,691	9,430	9,941	10,706	12,607	11,567	12,195	12,802	13,281	13,865	14,280	14,755

Cash Flows

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	746	1,106	-1,045	1,858	1,328	-2,052	4,269	1,024	1,341	1,382	1,369	1,665
Cash from Investing Activity	-806	-762	-428	-616	-754	1,509	-2,881	28	-1,060	-604	-683	-601
Cash from Financing Activity	-304	-308	-315	-358	-500	481	-1,447	-443	-577	-839	-805	-909
Net Cash Flow	-365	37	-1,788	884	74	-62	-59	608	-296	-60	-119	155

Ratios

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Debtor Days	2	2	3	3	4	5	9	9	8	10	14	16
Inventory Days	–	–	–	–	–	–	–	–	–	–	–	–
Days Payable	–	–	–	–	–	–	–	–	–	–	–	–
Cash Conversion Cycle	2	2	3	3	4	5	9	9	8	10	14	16
Working Capital Days	4	-32	-11	11	9	136	-23	-36	-31	-20	-12	-5
ROCE %	19%	18%	16%	14%	15%	16%	14%	8%	13%	14%	14%	14%

Shareholding Pattern

Numbers in percentages

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Promoters	54.80%	54.80%	54.80%	54.80%	54.80%	54.80%	54.80%	54.80%	54.80%	54.80%	54.80%	54.80%
FIIs	24.09%	22.24%	21.57%	20.69%	19.55%	16.63%	16.15%	13.65%	13.47%	13.10%	12.74%	12.38%
DIIs	17.43%	19.15%	20.49%	21.46%	22.76%	24.88%	24.71%	25.73%	25.70%	26.19%	26.12%	25.82%
Public	3.55%	3.70%	3.02%	2.93%	2.77%	3.57%	4.23%	5.73%	5.94%	5.83%	6.27%	7.01%