CONTAINEROFINDIA / Q4-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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WatchQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

36%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Mukesh Saraf · Aventas Park

partial

Opportunity size from DFC connectivity at JNPT and rail coefficient increase.

at present the rail coefficient at JNPT is uh for the last financial year it was 15.12%. And with this connectivity... in this FY I'm sure from 15 at least it will go to 18 to 19%.

Mukesh Saraf · Aventas Park

evasive

Road-to-rail shift due to rising road tariffs.

See rail is a green mode of transport... So definitely uh efforts should be to move more and more cargo by rail.

Mukesh Saraf · Aventas Park

evasive

Percentage of services on assured transit time and future target.

percentage wise if you compare from our overall volume it is a negligible percentage but I should say that it's a welcome beginning by Indian railways

Sumit Kish · Access Capital

partial

Impact of West Asia crisis on volumes and guidance for FY27.

our volumes were uh impacted in the month of March... April was also not very good. But from the month of May, we are again seeing an upsurge in our volumes.

Sumit Kish · Access Capital

partial

Quantify impact of West Asia crisis on domestic segment revenue and margin.

domestic actually uh affected very adversely because of the you know disturbance in our neighboring country. Because of that we could not get the supply of jute... gunny bales traffic was very severely affected.

Aditya Monga · Kotak Securities

partial

Low-hanging fruits to increase JNPT rail coefficient from 15% to 19% and then 30%.

change over from road to rail will not happen overnight... I am expecting that in FY27 this will reach around 19%... in 3 years time it will stabilize at 30 or 35%.

Aditya Monga · Kotak Securities

declined

Direction of Indian railway reforms beyond assured transit.

I cannot disclose the details of uh reforms to you... railway is working on both these issues that much only I can tell you right now.

Achalari · Noama

declined

Capital allocation and investment plans for container shipping line.

what capital we have to invest in that uh it's a confidential information right now and it's going to the cabinet. So I cannot disclose that uh information to you.

Achalari · Noama

direct

Margin trend guidance given volume growth outlook.

we will maintain the EBITDA level between 24 to 25% as we have been doing till now... Last financial year also we had an EBITDA of 24.33%.

Achalari · Noama

partial

Reason for sharp drop in domestic segment margin and one-offs.

because of the setback of not getting the gunny bales traffic, we were forced to move empty containers... this affected the profitability of domestic in a very big way in Q4.

Janam Sha · IQAS Capital

partial

Conversion of handling volume growth to originating growth and revenue.

it is difficult to tell you the exact uh percentage but... originating is almost 65 or 70% of handling that is a thumb rule... earning is a function of weight and distance.

Priyanka · JM Financial

evasive

Observed road-to-rail shift due to diesel price increases.

We are already in the month of May. All I can say is that definitely we are seeing a good volumes in the month of May... I cannot give you any numbers right now.