CONCOR Stock: Volumes Bhage **11%**, Par Realization Gira! Kya Hai Next Move?

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AuthorKavya Nair|Published at:
CONCOR Stock: Volumes Bhage **11%**, Par Realization Gira! Kya Hai Next Move?
Overview

Bhai log, CONCOR ne apna Q3 FY26 ka result nikala hai. Revenue **4.5%** badh kar **₹2,307 Crore** ho gaya hai, mainly kyunki total volumes **11%** bhad gaye aur **1.4 million TEUs** tak pahunch gaye. Lekin ek catch hai, per TEU earning (realization) **6%** gir gayi, especially domestic segment mein jo **17%** down hai.

CONCOR Ke Results Mein Kya Hai Khaas?

Toh CONCOR ke volumes toh sach mein bhaag rahe hain! EXIM (Export-Import) volumes 10% upar aur domestic volumes toh 13% se bhade hain. Yeh dikhata hai ki desh mein mal ki aawajahi achhi ho rahi hai.

Par Paisa Kitna Bana?

Volume badhne ke baad bhi, company ka blended realization per TEU 6% gir gaya hai, ab yeh ₹16,172 ho gaya hai. Iska reason hai domestic segment mein realization ka 17% tak girna, jabki EXIM realization lagbhag stable hai. Is wajah se, Q3 FY26 mein net profit ₹329.12 Crore raha, jo pichhle saal se 4.2% kam hai.

Stock Ka Scene Kya Hai?

Abhi stock lagbhag ₹508 par trade ho raha hai, aur market cap ₹38,652 Crore ke aas paas hai. P/E ratio 30.22 hai. Stock apne 52-week low ₹473 ke paas dikh raha hai, haalanki Budget ke baad 1 Feb 2026 ko 4% ka jump bhi aaya tha.

Sector Aur Future Outlook

Yeh sab India ke logistics sector ke bade growth ka hissa hai. Government policies jaise National Logistics Policy aur PM GatiShakti se yeh sector USD 591 billion tak pahunchne wala hai FY27 tak. Lekin, brokerage firm Motilal Oswal ne 'BUY' rating maintain ki hai aur target ko ₹580 kar diya hai. Unka forecast hai ki revenue aur EBITDA FY25-FY28 mein 11% aur 14% CAGR se badhenge. Baki analysts bhi ₹576.35 ka average target de rahe hain.

Company ne interim dividend ₹3.40 per share bhi announce kiya hai aur Multi Modal Logistics Parks banane jaise future projects par kaam kar rahi hai.

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