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Research
Container Corporation of India - On high ground - Motilal Oswal
Posted On : 2012-10-17 19:07:25( TIMEZONE : IST )
Key beneficiary of GoI's thrust on Indian Railways to correct freight modal mix / key reforms; competition unable to mimic success
- Over FY13-17, Container Corporation of India (CCRI) would be a big beneficiary of (1) the government's focus on Indian Railways to correct freight transport modal mix, (2) infrastructure projects like the DFC and container port capacity expansions, and (3) key reforms such as GST and FDI in retail.
- Since 2006, ~15 new players have entered the container train operation (CTO) business. However, none of them have been able to mimic CCRI's success.
- By virtue of its legacy pan India strategic assets, CCRI enjoys an inimitable resource advantage over its peers, which is steadily increasing with time.
- While concerns such as high empties cost and muted near-term growth outlook remain, the long-term prospects are favorable for CCRI and outweigh near-term concerns. We initiate coverage with a Buy rating.
