Container Corporation of India Ltd — Q2 FY26
Container Corporation of India reported its highest-ever quarterly throughput of 1.44 million TEUs in Q2 FY26, driven by 11% YoY volume growth (Exim +10.2%, Domestic +13%).
bullish
high
✓ Verified against BSE filing
Claim Ledger
Did management answer the analysts?
Every material analyst question, graded on whether management actually answered it — with the verbatim exchange and quantitative claims checked against filed numbers.
88%Questions answered1Evaded / deflected12Questions audited
Partial answer
High priority
How will 10% EXIM and 20% domestic volume growth be achieved?
Asked by Disha, Ashika Institutional
Management gave H1 actuals but did not provide quantitative breakdown of how the remaining growth will be achieved.
no quantitative breakdown for domestic growth drivers
Read the exchange
Question
my question is regarding FI26 that uh a 10% volume growth in XIM uh and a 20% volume growth in uh domestic how will you be able to fulfill it? If you could just help us uh understand it in quantitative terms
Management (likely MD/CEO)
in the first half of financial year already we have achieved 10.2% growth in exim... As far as domestic is concerned I gave the guidance of 20%. And uh in the first half we have achieved 13%.
Declined
High priority
Quantitative volume boost from Adani and Ultra Tech MOUs?
Asked by Disha, Ashika Institutional
Management explicitly refused to provide quantitative estimates for the MOUs.
no number givendeferred
Read the exchange
Question
For domestic could you help us kindly understand uh it in quantitative terms if any numbers you can throw in like how much volume boost you are expecting from use with Adani and Ultra Tech and how much from Gani Bales.
Management (likely MD/CEO)
At this moment uh it will be difficult to tell the numbers to you but uh we have made our internal calculations and we are quite optimistic to achieve the target.
Answered
Medium priority
Average revenue per TEU for EXIM and domestic?
Asked by Disha, Ashika Institutional
Management corrected the analyst's numbers and provided specific ranges for both segments.
Read the exchange
Question
should we assume that for the domestic business uh uh 14,000 approximately uh uh sorry for the exam business 14,000 and for the domestic business around 22,000 uh per tu to be the average realization
Management (likely MD/CEO)
if you see in exam uh it is not 14,000 it is in the range of 27,000 per tu... And uh for domestic sir domestic it is in the range of 57,000 to 58,000.
Answered
High priority
Originating volume numbers for this quarter?
Asked by Bumika Nay, Dam Capital
Management provided exact originating volume numbers for the quarter.
Read the exchange
Question
could you first just share the originating volume numbers for this quarter?
Management (likely MD/CEO)
for this quarter uh originating volume in uh exim is uh 5861 use domestic 135440 total it is 721451 to use.
Answered
Medium priority
Is volume guidance on handling or originating basis?
Asked by Bumika Nay, Dam Capital
Management gave a clear one-word answer.
Read the exchange
Question
when you give your guidance for the 10% growth in exam and 20% in domestic is that on handling or on originating basis?
Management (likely MD/CEO)
It is on handling.
Answered
Medium priority
Outlook for shipping lines and rail coefficient at ports?
Asked by Bumika Nay, Dam Capital
Management provided specific rail coefficient percentages for each port.
Read the exchange
Question
how are you seeing the outlook in terms of the shipping lines and uptick in the volumes from both export import perspective and then within that how is the rail coefficient also kind of playing out at all the three ports
Management (likely MD/CEO)
rail coefficient is seeing increase in all the three main container ports... J&P also it has increased inreed from 15.68% to 15.83%. Mundra it has increased from 23.82% to 24.9%. Pipawa it has increased from 57.42% to 58.14%.
Answered
Medium priority
Lead distances and empty running charges?
Asked by Bumika Nay, Dam Capital
Management provided exact numbers for lead distances and empty running costs.
Read the exchange
Question
can you just share the uh lead distances and also the empty running charges?
Management (likely MD/CEO)
lead distances uh were uh 687 kilometers in exim and 1326 kilometers in domestic. Total it is 785 kilometers for this first half... empty running uh is uh for exim first half it is 52 crores and domestic it is 132.53 crores total it is 184.53 crores
Answered
High priority
Market share numbers for EXIM and domestic?
Asked by MKkesh Sha, Aendes Park
Management provided specific market share percentages for both segments and total.
Read the exchange
Question
could you kind of give the number uh for examin market share uh currently for you?
Management (likely MD/CEO)
in exim it has dropped for first half of the financial year it has dropped from 55.9% to 54.1% in domestic it has dropped from 58% to 55.7% and total it has dropped from 56.5% to 54.5%
Answered
High priority
Opportunity size for bulk cement and cost savings?
Asked by Achal, Noama
Management provided specific market size numbers and current modal split.
Read the exchange
Question
if you could give us some sense about the opportunity size for the bulk cement... how large is this and currently it is moved by road uh or by Indian railways if you could clarify that
Mohammad Azar Sham, Director Domestic
total production cement in India is around 400 million tons. Out of this 400 million t cement production 70 million t is being moved by road that is in bulk condition out of this 70 million tons railway is moving 7 million t only 10%
Answered
Medium priority
Port mix and port-wise market share?
Asked by Achal, Noama
Management provided specific port mix percentages.
Read the exchange
Question
if you could help us with the uh port mix please and the port wise market share please.
Management (likely MD/CEO)
J&P it is 35.5%. Mundraur 35.3%. Pipawa 8.18%. Vishakapatnam 5.3%. Chennai 4.5%. Balar padam 5.3%. Eno 2.1%. Tupali 1.6%. And tutti 1%.
Answered
Medium priority
Market share at ports?
Asked by Achal, Noama
Management provided specific port-level market share changes.
Read the exchange
Question
And if you could uh help us with the uh market share as well. Uh market share at ports.
Management (likely MD/CEO)
at JNPT it has increased from 57.5% to 59.4%. Mundra port it has decreased from 38.8% to 36.2%. Pawa port it has increased from 48% to 50%.
Answered
High priority
Rail freight margin and LLF outlook?
Asked by Krishna Nu Saha, Quantum AMC
Management provided specific rail margin percentages and LLF annual range.
Read the exchange
Question
how do you see the rail freight part moving for us? ... and the LLF do you think this is a rate quarterly rate which is there 1,00 sorry 100 110 crores is the rates per quarter will it stay out there or it can improve
Management (likely MD/CEO)
rail margin in fact has increased year on year. Uh for first half of less last financial year it was 26.17% and now it has become 27.80%... LLF is in the range of 400 to 420 crores every year.