Container Corporation of India Limited — Investor Meet, 05-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

CONCOR declared a Q3 FY26 dividend of Rs. 3.40/share. Throughput hit an all-time high of 4.15 million TEUs, up 11% (EXIM +10%, Domestic +13%). Operating margin rose to 31.2%, with profit before depreciation up 7.6% for the quarter. Management targets Rs. 15,000 Cr revenue and 10 million TEUs by FY29, projecting 15%+ EXIM and 20%+ domestic annual growth. Drivers include Western DFC to JNPT (expected March 2026), new double-stack terminals, and expanded bulk cement/tank container services. FY26 CAPEX increased to Rs. 1,060 Cr for infrastructure, reflecting strong expansion plans.