• FY27 growth guidance: CONCOR has provided a conservative growth guidance of 8% for EXIM, 15% for domestic, and 9.5% overall for FY27, with plans to review and potentially revise figures at mid-year.
• DFC connectivity impact: Western DFC connectivity to JNPT is scheduled for completion by June 1, 2026, allowing double-stack train operations from Dadri and Kathuwas to cut logistics costs and divert cargo from road to rail.
• Capital expenditure plans: The board approved a ₹945 crore CAPEX for the financial year following ₹1,057 crore spent last year, supporting a target to expand owned terminals from 68 to 100 within two years.
• Tank container fleet: After previous shortages stabilized, the company is adding to its 500 active tank containers with 500 arriving soon and board approval to procure 2,000 more units for bulk cement transportation.
• Margin outlook: CONCOR expects to sustain its EBITDA margins within the 24% to 25% range, supported by double stacking efficiencies and recovered EXIM volumes following earlier geopolitical disruptions.