SHIPPINGOFINDIA / guidance tracker

Keep management guidance in view.

Shipping of India · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

Fleet expansion of 59 vessels under oil & gas JV

Demand aggregation for 59 vessels identified; JV under ministry consideration.

expansion

Bharat Container Shipping Line targeting 51 vessels

JV with CONCOR and ports; SCI to hold ~30% stake; vessels to be added over 5 years up to 2047.

expansion

IRR threshold of 10-12% for vessel acquisitions

Management targets 10-12% IRR on new projects; will not proceed if below threshold.

growth

Plan to add secondhand and new vessels in FY27

Will purchase secondhand vessels in near term and order new builds in India for delivery in 2+ years.

capex