Domestic volume growth shortfall
H1 domestic growth at 13% vs 20% guidance; requires 26-27% H2 growth, dependent on cement and other commodities picking up.
high · management_commentary
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
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Market share loss at Mundra port
Market share at Mundra dropped 261 bps to 36.2% due to competitive pricing on waste paper; recovery expected but uncertain.
medium · analyst_questionContingent liability increase
Contingent liabilities rose from ₹1,377 cr to ₹2,120 cr, partly related to LLF demands from railways; management did not fully clarify.
medium · analyst_questionTank container supply constraints
Bulk cement growth limited by availability of tank containers; domestic manufacturing delays could impact ramp-up.
medium · management_commentary