Container of India Management Guidance Tracker
12 forward-looking guidance items tracked across 3 quarters.
Growth
Management reiterated full-year volume growth target of 13%, with Exim at 10% and domestic at 20%.
Q2 FY26FY26 volume growth guidance: Exim 10%, Domestic 20%ActiveManagement reaffirmed guidance despite H1 Exim at 10.2% and Domestic at 13%; expects strong H2 from cement, gunny bales, and tiles.
Q2 FY26Bulk cement MoUs with UltraTech and Adani CementActiveAgreements for ~1 lakh ton/month each; tank container deliveries from Indian manufacturers starting Dec 2025 will enable ramp-up.
Q3 FY26FY26 volume growth guidance maintained at 13% overall (10% exim, 20% domestic)ActiveManagement reiterated confidence in achieving the original FY26 volume growth targets despite domestic shortfall in 9M, citing Q4 pickup from tank containers and new terminals.
Capex
Capex achieved ₹202.5 crore in Q1; full-year budget remains intact, with mid-year review after Q2.
Q2 FY26Infrastructure target for 2028: 100 terminals, 500+ rakes, 70,000 containersTrackedLong-term capacity expansion plan remains unchanged; H1 capex was ₹420 cr vs budget ₹860 cr, likely to be increased.
Q3 FY26Capex raised 23% to ₹1,060 crore for FY26ActiveBoard approved increase from ₹860 crore to ₹1,060 crore, primarily for containers and rolling stock to support growth.
Expansion
Long-term infrastructure targets remain unchanged, with 394 rakes currently and 5 new rakes commissioned in Q1.
Q1 FY26DFC connectivity to JNPT by December 2025TrackedCommissioning of DFC up to JNPT expected by December 2025, expected to drive rail coefficient from 18-20% to 35-40% over time.
Q2 FY26WDSP connectivity to JNPT by March 2026ActiveDedicated freight corridor spur to JNPT delayed from Dec 2025 to Mar 2026; expected to double rail coefficient and boost double-stack volumes.
Q3 FY26Western DFC connectivity to JNPT expected by March 2026ActiveManagement expressed high confidence in commissioning before March 31, 2026, based on discussions with DFC officials.