CONCOR

CONCOR Live Update: Bonus Shares, Q4 Results & CBI Probe – What Investors Must Know

📊 Stock Snapshot Current price: Approximately ₹738, up around 1% intraday 52‑week range: Roughly ₹600–1,080 Market cap: Approximately ₹45,000 crore 👜 Q4 FY25 & FY25 Overview Q4 Revenue: ₹2,288 crore, down ~1.6% year‑on‑year Q4 Net Profit: ₹287–302 crore, marking a decline of ~1.6–4.5% YoY Full‑year FY25 Revenue: ₹8,887 crore (+2.7% YoY) Full‑year FY25 Profit: ₹1,289 crore (+3.3% YoY) Throughput crossed the 5 million TEUs mark—an all‑time high 💸 Dividend & Bonus Final dividend: ₹2 per share (40% on ₹5 face value); record date was June 6, 2025 Bonus issue: 1:4 ratio (1 bonus share for every 4 held) Record date set for July 4, 2025 Bonus allotment expected around July 7, becoming tradable by July 8 🔍 Recent Key Development A CBI FIR was filed on June 12, 2025, related to alleged unauthorised excavation at CONCOR’s Nagpur (Mihan) facility. The case involves a former DGM (Civil) and a private contractor, with a preliminary loss estimated at ₹1.62 crore. Investigation is in early stages. ⚙️ Market Reaction & Outlook Q4 earnings missed expectations, putting pressure on the stock despite shareholder returns—with shares dipping over 4% post results but recovering after the bonus announcement. The bonus share issue and solid dividend demonstrate management’s commitment to rewarding investors. The CBI probe introduces an uncertain element—keep an eye on its progress and outcomes. Valuation remains relatively high; future momentum may depend on domestic cargo recovery and final results of the Nagpur investigation. 🧭 Summary CONCOR delivered modest revenue and profit growth in FY25, accompanied by aggressive shareholder returns via dividend and bonus shares. Operationally, throughput reached record levels. However, the ongoing excavation-related investigation poses a governance risk worth monitoring. For investors, upcoming catalysts could include Q1 FY26 volume recovery and clarity on the CBI probe.