• Volume growth guidance: Management revised the full-year volume growth target upward to 18%, driven by an expected 15% expansion in EXIM and 25% growth in the domestic business.
• EBITDA margin outlook: After achieving a 23.6% EBITDA margin in Q1, the company expects margins to hold between 24% and 25% in upcoming quarters, aided by double-stack operations on the Western DFC and reduced empty running.
• Dronagiri CFS suspension: A temporary customs suspension at the Dronagiri facility following theft issues is expected to be revoked within days following security upgrades, with management stating no cargo loss will occur.
• Bulk logistics expansion: CONCOR is expanding bulk cement transport with plans to add 2,000 tank containers to its existing 700-container fleet, while also evaluating new opportunities in fertilizers, salt, fly ash, and food grains.
• End-to-end logistics: The company targets raising its first-mile and last-mile service coverage for customers from around 46% to 80% in the current financial year.