CONTAINEROFINDIA / Q1-FY26 / claim-ledger

Audit the questions that mattered.

Container of India · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ1-FY26 · 2025-08-07Back to quarter ↗

Questions audited

12

Answered directly

71%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

Disha Girya · Ashika Institutional Desk

partial

Domestic volume and realization dynamics and competitive intensity.

Yeah, as I informed you that domestic the growth was muted in the first quarter and now we are seeing very good growth in domestic and we are getting return traffic also. So empty running is coming down...

Disha Girya · Ashika Institutional Desk

partial

Quantitative demand and contribution of bulk cement containers.

See demand is enormous like we do around 14 to 15 million tons in domestic every year. So demand is only bulk cement and tank containers can add same volume every year. So hardly 9 to 10% is moving by rail.

Disha Girya · Ashika Institutional Desk

direct

Employee cost one-off and normative range going forward.

See this was actually adoration that we announced an award but normally as I told you as you are aware of course that our employee cost is usually around 5% of our turnover. So we will be ending there on that number only.

Bhumika Nyer · DAM Capital

direct

Originating volumes for exim and domestic.

Yeah, I'll tell you. Originating volume for exim 53109 domestic 121624 and total 652723.

Bhumika Nyer · DAM Capital

direct

One-time employee cost amount.

We gave one month salary to them. You want number? Yes sir. The onetime cost number around 18 cr rupees.

Bhumika Nyer · DAM Capital

partial

Volume discount amount and outlook.

See actually that was a one time that was an you can say reconciliation kind of thing that was done. So it will have around 1% impact you can say 1% of revenues.

Bhumika Nyer · DAM Capital

direct

Lead distance and demand outlook for July/August.

Now the lead distance is for this quarter for exim it was 688 kilometers and domestic it was 1356 km total 792 km. So now the demand is very good as I told you in Q2.

Priyanker Biswas · JM Financial

partial

Confidence in exim growth on a high base next quarters.

As I told you in this quarter you are right it was around 4 lakh 81,000 last year in exim originating but we are able to give 10.2% growth in that and for Q2 I can tell you same growth is being maintained.

Priyanker Biswas · JM Financial

deflected

Pricing landscape vs other CTOs and road.

Pricing normally what we do is we take road rates into comparison we don't see what our CTOs are offering... more than that I cannot disclose in the conference call these are commercial decisions.

Achal Lohari · Noama

partial

First mile last mile mix and profitability impact.

The first mile last mile we are able to do of a total volume 30 around 35% we are able to do first mile last mile in Q1 also we are able to do 35%.

Achal Lohari · Noama

direct

Exim realization decline reasons.

Actually you have mentioned correctly lead is the only reason because of the 4% decline in lead and less demand in north India that was the only reason for less realization.

Achal Lohari · Noama

direct

Market share by port and overall exim.

At JNPT our market share is 58.39%. In Q1 last year it was 56.02%. Mundra port it is 36% last year it was 38%. Sipawa it was 49% same as last year.