• Revised growth guidance: Following 9% growth in the first quarter, the company raised its full-year volume growth guidance to 15% for EXIM, 25% for domestic, and 18% overall.
• Operational growth drivers: Western DFC connectivity to JNPT is now operational for double-stack trains with assured transit starting in October, while a pending agreement with a South Indian Maharatna PSU is expected to generate 1 million tons of additional volume.
• EBITDA margin outlook: After achieving a 23.6% margin in the first quarter, management remains confident in sustaining EBITDA margins between 24% and 25% for the remaining quarters of the fiscal year.
• Capex and fleet targets: The company maintained its capital expenditure guidance at ₹945 crore, aiming to add around 4,000 containers and 40 to 45 rakes this year toward a long-term goal of 500 rakes by 2028.