CONTAINEROFINDIA / language trends

Read confidence between the lines.

Container of India · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q1-FY26 · Sanjay Swarup

Throughput in Q1 of FY26 has been 1.29 million TEUs which is all-time high for any Q1 in the company's history.

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Q1-FY26 · Sanjay Swarup

We are able to maintain 55 to 60% market share and it proves that whatever pricing, whatever service levels we are able to maintain, customers are using our services.

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Q1-FY26 · Sanjay Swarup

If one door is closed, there are several other doors which can be opened. India is a very big economy and it has got excellent growth prospects.

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Q1-FY27 · Sanjay Swarup

We have revised my guidance for this financial year. Revised guidance will be EXIM will be 15%, domestic will be 25%, overall guidance will be 18% for this financial year. With these so many developments taking place in EXIM as well as domestic we are quite bullish and we are quite confident that we will be able to achieve this much growth.

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Q1-FY27 · Sanjay Swarup

15 to 16% is the rail coefficient at JNPT as of now, rest all is moving by road... I expect that once DFC now has been commissioned so in another 2 to 3 years time we should have double rail coefficient at least should be 30-35%.

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Q1-FY27 · Sanjay Swarup

Bulk cement is a very promising product that we have started. There is lot of demand from the industry. We have signed agreement with Ultra Cement, Maha Cement, Ambuja Cement and all of them. But right now because of shortage of tank containers, we are not able to meet the demands.

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Q2-FY26 · Sanjay Swarup

We have increased our share at ports without sacrificing our margins. In fact our margins have also increased.

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Q2-FY26 · Mohammad Aash Shams

The limiting factor is availability of the container. As soon as we get the container, we are having agreement in place, cargo is available, we will start immediately moving the cargo.

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Q2-FY26 · Sanjay Swarup

We are securing the future of the company in a very nice way for long-term business growth.

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Q3-FY26 · Sanjay Swup

We increased our market share at JNPT by 186 basis points and at Pipavav by 93 basis points and Mundra our market share went down by 232 basis points and the good thing is that we increased the market share without sacrificing our margins.

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Q3-FY26 · Sanjay Swup

By FY29 I am projecting a top line of Rs 15,000 crore rupees for the company which is quite achievable and 10 million TEUs handling throughput and 75 million tons of cargo containerized cargo.

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Q3-FY26 · Sanjay Swup

We are not picking up the low margin business because we believe in giving good service to our customers while retaining our margins.

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Q4-FY26 · Sanjay Suru

We will maintain the EBITDA level between 24 to 25% as we have been doing till now.

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Q4-FY26 · Sanjay Suru

In logistics there are only two things that a customer wants. First is the transit time and second thing is economically cost should be reasonable.

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Q4-FY26 · Sanjay Suru

We are quite bullish on infrastructure additions. We have commissioned 43 high-speed rakes in this financial year taking total to 423.

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