CONTAINEROFINDIA / Q3-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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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

Answered directly

55%

Numeric claims

Consistency

consistent

Question ledger

What was answered, and how?

Pulkit Partney · Goldman Sachs

partial

Why is revenue growth lower than volume guidance despite volume tracking well?

See uh exam there is a realization is not commensurate with physical... correct parameter to correlate loading with revenue will be NTKM... lead of XM has gone down by 2% due to less demand in North India.

Pulkit Partney · Goldman Sachs

direct

Why hasn't DFC connectivity to Gujarat ports boosted volumes already?

Gujarat ports are not directly on DFC; they have feeder routes... JNPA DFC will be going up to JNPA so only freight trains fast moving container trains will be moving on this circuit... 25 ton excel load wagon cannot move on Indian railways route.

Pulkit Partney · Goldman Sachs

evasive

Which quarter will DFC impact be visible?

Well, it will be starting from next financial year. So, I'm not an astrologer. I cannot predict that which quarter you will see the impact. But definitely from Q1 of next, that's why we should start seeing some difference.

Jan Sha · Aquarius Securities

direct

What is the originating volume for Q3?

For exam number six. Okay. Uh originating volume for this quarter is uh exam it is uh 564 324 TUS. Domestic 12817 TUS and uh total is 685141TUS.

Jan Sha · Aquarius Securities

evasive

Why doesn't the company publish originating volumes and NTKM in press releases?

Okay we will I have noted your request we will see. Yeah.

Jan Sha · Aquarius Securities

partial

What is the market share for this quarter and 9 months?

I don't have market share with me right now for this particular quarter. For 9 month period I can give you the market share. For exam it is 53.8% and domestic it is 55.88%. Total is 54.35%.

Jan Sha · Aquarius Securities

partial

Why is market share falling and what steps are being taken?

fall in market share... reasons are pretty obvious we are not picking up the low margin business because we believe in giving good service to our customers while retaining our margins... projection that I have given for FY29 definitely it is going to increase our market share and take it between 65 to 70%.

Jan Sha · Aquarius Securities

direct

Why haven't margins improved despite not taking low-margin contracts?

See if you compare pre-COVID... there was a change in LLF payment to railway... for Q3 of this financial year we have achieved AITA margin of rupes 601 crores... 25.1% and last Q3... 24.2%. So there has been an improvement of around 100 basis points.

Sumit Kish · Access Securities

partial

How many tank containers do you have and what volumes can they handle?

we have as of now 300 tank containers of our own ownership... one of our customer has also procured 200 tank containers... 500 tank containers are already there... we are getting 100 containers around one rake every month.

Sumit Kish · Access Securities

evasive

Can you provide NTKM data for 9 months on a comparable basis?

I have noted your request we will definitely act on that

Sumit Kish · Access Securities

evasive

How will you achieve 20% domestic growth in Q4 when 9-month growth is only 13%?

in domestic we are going to we are getting good loading now in all the factors like cement is there and tiles are there... we are quite optimistic of achieving the target that we gave at the start of initial year.

Priyanka Bitwas · JM Financial

partial

What is the underlying assumption for originating growth relative to handling growth?

Originating definitely will grow then only we will get more handling volumes... it will be on the similar lines of course.