Adani Ports Share: Brokerage is bullish on Gautam Adani Group company Adani Ports and Special Economic Zone (APSEZ). Nuvama has maintained its ‘Buy’ rating on it and has given a target price of Rs 1900, which indicates an upside of about 32% in one year.

This rating has been given keeping in mind the strong performance and strong growth of the company at the operational level in the second quarter of the business year 2026. Currently the shares of the company are at the level of Rs 1449, while its 52-week high level is Rs 1493.5. That means the share price is very close to its high level. Its 52-week low level is Rs 993.85.

performed better than expected

Brokerage Nuvama says that revenue, EBITDA and PAT have increased by 30 percent, 26 percent and 27 percent respectively compared to last year, which is about 1-3 percent more than the estimates. The company’s domestic port business has grown by 8 percent and revenue has achieved a growth of 13 percent. Container volume has also increased by 22 percent year-on-year.

The company’s market share in container and overall cargo volume has increased. However, the quantity of coal has declined by 5 percent. The company has also achieved great achievements in logistics and marine divisions. Revenue has increased by 79 percent and 239 percent respectively, while EBITDA has increased by 41 percent and 182 percent respectively.

American rating agency also trusts

Fitch Ratings has also given a low rating of ‘BBB’ to the shares of Adani Ports. This means that the shares are stable and the potential risk is low. Fitch Ratings expects sustainable growth of Adani Port, whose cargo volume may increase by 10-15 percent and tariffs are also expected to increase by 2-3 percent. The agency says that the EBITDA margin of the company will be around 55 percent and the annual capital expenditure will be Rs 12,000-16,000 crore.

Disclaimer: (The information provided here is being given for information only. It is important to mention here that investment in the market is subject to market risks. Always take expert advice before investing money as an investor. ABPLive.com never advises anyone to invest money here.)

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Adani Ports Financial Earnings: Adani Ports and Special Economic Zone (APSEZ) has released the results for the second quarter (July-September) of the current financial year 2025-26. The company’s consolidated net profit increased by 29 percent to Rs 3,120 crore. Revenue during the same period increased by 30 percent to Rs 9,167 crore, while EBITDA increased by 27 percent year-on-year to Rs 5,550 crore.

In the first half of the financial year (H1 FY26), the company’s EBITDA increased by 20 percent to Rs 11,046 crore. Adani Ports’ domestic ports achieved the highest ever EBITDA margin of 74.2%, while international operations also achieved a record revenue of Rs 2,050 crore and EBITDA of Rs 466 crore.

Logistics and marine business become growth engines

The revenue of the company’s logistics unit increased by 92 percent to Rs 2,224 crore, which was possible due to the expansion of trucking and international freight network services. At the same time, the revenue of marine business increased three times to Rs 1,182 crore, which was possible due to the acquisition of new ships. Return on Capital Employed (RoCE) increased to 9%, which was 6% in FY25.

Ashwini Gupta, CEO and Whole-time Director of APSEZ, said that the consistently strong and profitable performance reflects the success of our ‘Integrated Transport Utility’ strategy. The rapid growth of logistics and marine business has further strengthened the ‘Port to Customer Gate’ model. The expansion of ports and marine fleet is establishing it as an integrated player in the global supply chain.

He further said that the company now has 12 logistics parks, 3.1 million square feet warehouse space, and a marine fleet of 127 vessels, spread across the MEASA region. S&P Global CSA has included APSEZ among the top 5 percent transportation infrastructure companies in the world.

New direction of expansion and investment

The company’s board approved the acquisition of NQXT Port (50 MTPA terminal) in Australia. Colombo West International Terminal (Sri Lanka) handled 3.5 lakh TEUs since April and crossed the 1 lakh TEUs monthly mark in August-September. Mundra Port handled record container and automobile volumes.

In India, the company laid the foundation stone of the Rs 600 crore Kochi Logistics Park, which will create over 1,500 jobs. New Inland Container Depots (ICD) in Gujarat, Rajasthan and Karnataka have received EXIM approval for operations. New berths at Dhamra Port and draft enhancement at Karaikal Port will increase the capacity. Additionally, the partnership with BPCL will make Vizhinjam India’s first LNG bunkering hub.

Strong financial position and improvement in ratings

The company recorded operating cash flow of Rs 9,503 crore, which is 86 percent of EBITDA. Net debt-to-EBITDA ratio stood at 1.8x, and the company has cash of Rs 13,063 crore. In August the company completed a $386 million bond buyback, increasing the average debt maturity to 5.2 years. Fitch Ratings rated APSEZ ‘BBB-‘ with ‘Stable’, while S&P Global gave ‘Positive’ outlook.

APSEZ scored 66/100 in the S&P Global Corporate Sustainability Assessment, placing it in the top 95th percentile globally. The company’s 12 ports are now ‘Zero Waste to Landfill’ certified and it aims to achieve net zero emissions by 2040. MSCI has also upgraded the company’s ESG rating to ‘B’.

Adani Ports and its subsidiaries won several awards, including “Best Private Sector Port” and “Best Container Terminal of the Year (Mundra Port)” – India Maritime Awards 2025, “Port Sustainability Pioneer Award” – India Maritime Week 2025. Overall, Adani Ports is rapidly expanding its infrastructure network in the country and abroad and is moving towards establishing India as a global logistics hub.

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India Maritime Week 2025: These days India Maritime Week (IMW) 2025 is going on in Mumbai. In this event being held from 27th to 31st October, we will also get a glimpse of the contribution of Adani Ports and Special Economic Zone Limited (APSEZ) in India’s Blue Economy and Port Development.

Organized by the Indian Ports Association (IPA) in collaboration with the Ministry of Ports, Shipping and Waterways, this event is being attended by more than one lakh delegates, 500 exhibitors and participants from more than 100 countries, who will come together to discuss the future plans and prospects of the Global Maritime Economy.

When will PM Modi attend?

Prime Minister Narendra Modi will attend this program on October 29, after which a meeting of the Global Maritime CEO Forum will be held. APSEZ is India’s largest port developer and operator. Through this program, APSEZ will highlight the work being done in the direction of technology integration, domestic manufacturing and sustainability. This will show how much Adani Ports is contributing to the government’s goal of self-reliant India and how the company is working with government initiatives like Sagarmala and Maritime Vision 2030.

During IMW 2025, APSEZ said that the company will make many deals along with strengthening the country’s port infrastructure and shipbuilding capacity. Under this, memoranda of understanding (MoU) will be signed for many different contracts.

• There will be a deal with Mumbai Port Authority (MBPA) for the supply and charter on hire of six ASTDS tugs for seven years and one green tug for 15 years under the Green Tug Transition Program (GTTP).
• There will be a charter hire agreement for two port tugs for seven years with Tuticorin-based VO Chidambaranar Port Authority (VOCPA).
• There will be a contract for a 60 TBP escort tug vessel with the Chennai Port Authority (ChPA).
• A long-term MoU will be signed with the Directorate General of Shipping (DGS) for the construction of 12 tugboats in the presence of the Prime Minister.
• Additionally, APSEZ will sign an MoU for construction of an automated grab dredger, which will be a step towards increasing dredging capacity at the local level. Also included in the list are new and ongoing port projects at Wadhwan, Haldia, Dighi and Vizhinjam LNG bunkering.

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Adani power shares: The shares of Adani Ports and Special Economic Zone are expected to rise in the coming times. Brokerage firm McWery has increased its target price. Given the better performance than the average of the port in cargo volumes and more expansion of the logistics business, Brokerage is rely on the company’s shares. Brokerage has increased the target price from Rs 1,650 to Rs 1,760. Also, the rating of ‘outperform’ has also retained.

Why Brakerej trusts the shares of Adani Ports?

Brokerage hopes that Adani Ports will further strengthen its leadership position in India’s port business. The company will continuously achieve this position due to increasing its capacity, better relations with clients and its growing stake in cargo stocks. Apart from this, the network of rapidly growing logistics business will also be supported. The involvement of NQXT (Australia) in the portfolio and the expansion of the Colombo Trans-Shipment Port is also expected to increase the total sales in the medium period.

Brokerage has also estimated an increase of 11.7 percent to 20 percent in income (EPS) per share for business year 27-28. The reason behind this is the strengthening of the logistics segment and an increase in international capabilities. McWery said that Adani Ports are in good position to take advantage of India’s long -term trade capacity.

Jeffers also expect

Similarly, foreign brokerage firm Jefferies also expects high hopes from the shares of Adani Ports. Brokerage has fixed its target price of Rs 1815. Jefferies says that during the business year 2025-27, the capacity of Adani Ports will increase by 17 percent. Currently, the current price of the stock is Rs 1392. Its 52-week high level is Rs 1493.85.

Disclaimer: (The information provided here is being given only for information. It is necessary to tell here that the investment in the market is subject to risks. Always consult expert before investing as an investor. Abplive.com is never advised to invest money here.)

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Adani ports Q1 results: Adani Ports and Special Economic Zone Limited (APSEZ) has declared the results of the first quarter (April-June) of FY 2025-26. The company has registered a strong performance in this quarter and increased both profits and revenue. In the quarter under review, the company’s integrated net profit increased by 6.54% to Rs 3,310.60 crore, which was Rs 3,107.23 crore in the same period last year.

Similarly, the total income of the company increased from Rs 8,054.18 crore to Rs 9,422.18 crore, which is an increase of about 17% on an annual basis. However, during this period, the total expenditure of the company also increased to Rs 5,731.88 crore, which was Rs 4,238.94 crore a year ago.

Apsez’s spectacular quarterly performance

The company’s CEO Ashwini Gupta said that in this quarter, 21% revenue growth was mainly due to a tremendous rise in logistics and marine business, which recorded two times and 2.9 times respectively. He also said that the company is expanding trucking services and international freight network, which is strengthening the facility of service from the port to the end customer. The benefit of this expansion is also being seen in markets like West Asia, Africa and South Asia.

Gautam Adani left the post of executive chairman

Along with this, the company announced a significant change, stating that Gautam Adani will now play the role of Non-Executive Chairman, moving away from the role of Executive Chairman (Executive Chairman). In his place, the company has appointed Manish Kejriwal as Additional Director (non-executive, independent) of the company for the early period of 3 years from August 5. For this, approval of shareholders will be required within three months. This step is considered to be an important change in the leadership structure of the company. Although the results were better, the company’s shares declined by about 2% on Tuesday.

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Adani ports share: The shares of Adani Ports and Special Economic Zone (APEZ) still fell by 2 percent to Rs 1343.15. This is the seventh consecutive session when APEZ shares have fallen. Yesterday i.e. on June 18, the stocks fell 2 percent in the day to Rs 1,369 per share.

Shares are crashing for seven consecutive days

Ever since the war between Iran and Israel started, the shares of Adani Ports have been breaking up. Thursday is the seventh day of the war. In fact, the investor is concerned about the safety of its major port Haifa port in Israel amid the ongoing tension in the Middle East. The ongoing struggle in both countries is getting deeper. Ever since the war started, both of them are constantly attacking each other with missiles and drones. Iran has fired over 400 missiles on Israel and launched hundreds of drones.

Iran’s rapid attack on Israel

Israeli Prime Minister Benjamin Netanyahu says that his 24 civilians have been killed and more than 800 people were injured in the attack on behalf of Iran. Alam is that more than 3,800 residents have been forced to come out of sensitive areas. Apart from this, recently Iran targeted the Haifa Port and a refinery near it. Now the biggest question is, what is the tension of stress in the Middle East with Adani Ports, which has been crashed by its shares for seven consecutive days?

Why shares of Adani Ports falling?

In fact, Adani Ports and Special Economic Zone (APEZ), in January 2023, bought a 70 percent share of Haifa Port for a total of $ 1.18 billion in collaboration with the Gadot Group of Israel. This port is one of the major ports of Israel.

Now investors are worried that if Iran attacks the Haifa port, it can stop business activities. As a result, there may be a loss of crores of rupees. However, the CFO of Adani Group has clearly stated that the struggle has no effect on Haifa Port and it is working completely.

False. https://t.co/zuvzy5uvj5

– Jugeshinder Robbie Singh (@Jugeshinder) June 15, 2025

Here, there is such an atmosphere of fear among investors that in the last five days, the shares of Adani Ports have fallen by more than 6 percent. However, in the last six months, the company’s shares have also seen a rise of more than 13 %. At the same time, in the last one year, its stock also recorded a decline of 5 percent. That is, there is a series of fluctuations in APEZ shares.

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Adani Ports and Special Economic Zone Limited (APSEZ) said in its business update of May 2024 that the company has transported 41.8 million metric tons (MMT) cargo this month. This figure is 17 percent more than the same period last year. However, even after this, the stock of Adani Port saw a decline of more than 2 percent.

Strong growth in container and dry cargo segment

The main reason for the increase in cargo volume in May was the container handling and dry cargo segment. Container handling recorded an annual increase of 22 per cent, while dry cargo saw a rise of 17 per cent.

79.3 mmt cargo transportation in April-May

In the first two months (April-May) of the financial year 2025, Adani Ports carried a total of 79.3 MMT cargo, which is 10 per cent higher than the previous year. There was a big increase in container volume of 21 percent.

Logistics and railway sector perform well

Railway Cargo in May: 0.06 million TEUS (13 percent more than last year)

GPWIS (Wagon Plan) Volume: 2.01 MMT (4 % increase)

Railway Cargo in April-May: 0.12 million Teus (15 percent increase)

GPWIS volume: 3.8 MMT (4 % increase)

Net profit increased by 48 percent in Q4 FY25

In its fourth quarter (Q4 FY25) results released last month, Adani Ports recorded a consolidated net profit of Rs 3,014 crore, which is 48 per cent higher than the previous year. The company’s operational revenue stood at Rs 8,488 crore, which also saw a strong growth.

Given the increasing infrastructure and export-import activity in India, it can be said that this growth trend of Adani Ports can continue further. The company is one of the major port operators of the country and is constantly increasing its capacity.

Disclaimer: (Information provided here is being given only for information. It is necessary to tell here that the investment market is subject to risks. Always consult expert before investing as an investor. Never is advised to invest money from Abplive.com.

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Adani ports: LIC (Life Insurance Corporation of India), the largest insurance company in the public sector in India, has fully bought a non-convertible debenture issue of Rs 5,000 crore from Adani Ports and Special Economic Zone. If you say this in easy language, LIC has given a loan of 5 thousand crores to Adani Ports.

The company issues NCD to meet its capital requirements and pays interest to the investor instead. This is for a limited period, after which the investor gets his capital amount back.

After 15 years, LIC will have to return full money

This bond is 15 years old, on which interest of 7.75 percent annually will have to be paid. That is, after 15 years, Adani Ports will have to return the entire Rs 5,000 crore to LIC and then the company will pay the annual interest at the rate of 7.75 percent. The company will use this amount to repay its old loan and pursue business.

According to a report by The Economic Times, LIC already has an 8.06 percent stake in Adani Ports. The Adani Group is currently trying to increase the deadline to repay the loan and take a loan at a low interest rate. Due to these efforts, his average interest rate was reduced by 7.92 percent in FY 25, which was 9.02 percent last year. LIC had invested Rs 80,000 crore in corporate bonds by the end of FY25.

There is so much debt on Adani Ports

At the same time, till 31 March, there was a debt of Rs 36,422 crore on Adani Ports. While Ebitda was Rs 20,471 crore. This reduced its net debut-to -bita ratio to 1.78 times, which is better than 2.3 times the previous year. The Adani Ports and Special Economic Zone aims to increase its cargo handling more than twice to 1 billion tonnes by FY 2030. Due to this, the company is increasing investment in logistics and marine services.

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Adani ports share: The shares of India’s largest private port operator Adani Ports and Special Economic Zone Limited (APSEZ) gained more than 6 percent on Friday as the Adani Group’s performance was excellent in the fourth quarter of this company. Apart from this, even after the official inauguration of Vizhinjam International CEL, made by Prime Minister Narendra Modi in Kerala, the company’s stock was bounced.

So much cost in making Vizhinjam port

Under the PPP mode (Public-Private Partnership), this port, built at a cost of about Rs 8,900 crore, will be operated by the Adani Group operator led by Gautam Adani, which has a majority stake in the Kerala government.

By the time this report was written, the shares of Adani Ports were trading at Rs 1,273.40 with a gain of 4.6 percent on BSE. Its market capitalization is Rs 2.75 lakh crore. In the session so far, with a jump of 6.4 percent, the share of Adani Ports has touched the high level of 1,294.85.

VIDEO | Kerala: Gautam Adani, Chairman of the Adani Group, Welcomes PM Modi (@narendramodi) As he arrows at the venue to inaugurate vizhinjam interactive seport.

The port has been built by Adani Ports and Special Economic Zone Ltd (Apsez) in Partnership With the Government… pic.twitter.com/nlmvzntxmd

– Press Trust of India (@Pti_News) May 2, 2025

Business of shares is getting fierce

The stock also saw a bounce in shopping between strong volumes as 9.5 lakh shares were traded in the first two hours of the businessman, while the average of two weeks is a turnover of 1.8 lakh shares. Currently, the shares of Adani Ports are trading below Rs 1,607.95 for 52-weeks touched on June 3, 2024.

Whereas on November 21, 2024, the 52-week low level has gained a lead of 29 percent from Rs 993.85. In the last one year, the company’s stock has given negative returns of 5 percent. Whereas in the last six months, it has declined by about 6 percent. The company’s shares have gained an increase of 4.5 percent year after year.

Profit was so much in March quarter

Revenue 23 percent has increased to Rs 8,488 crore from the operation of Adani Ports in the March quarter of FY 2025. While Ebitda has increased from 23.8 percent to 5,006 crore. The margin was 59 percent against 58.6 percent of the same period of a year ago. The company has also announced dividend to shareholders. The board has recommended 75 percent dividend for the financial year 2024-25 at 7 per share, Rs 2 per unit.

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