Market share gains across major ports in FY25 further reinforce Container Corporation of India's dominance: JNPT improved to 58.4%, Mundra to 37.7%, and Pipavav to 48.4%. Despite rising competition, Concor maintained pan-India leadership with a ~56% market share.
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Motilal Oswal Report
In FY25, Container Corporation of India Ltd. reinforced its logistics capabilities by expanding its double-stack rail operations, leveraging the Dedicated freight corridor to boost efficiency, and enhancing its integrated logistics network. Concor remains focused on scaling up its rail freight services and infrastructure, with an increased capex outlay for the commissioning of new terminals, fleet expansion, and the strengthening of multimodal connectivity.
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We expect a 10% CAGR in blended volumes and Ebitda margin of 23-24% over FY25-27. The stock trades at ~16x FY27E enterprise value/Ebitda.
Reiterate Buy with a revised target price of Rs 980 (based on 20x EV/Ebitda on FY27E).
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