Synopsis:
Operational data indicates significant annual growth in cargo volumes, led by container movement. Year-to-date cargo and rail performance showed double-digit growth.
The shares of the infrastructure firm focused on building, running, and maintaining port facilities, offering integrated logistics and infrastructure solutions came to notice after reporting massive operational performance of the company.
With a market capitalization of Rs.2,90,257.87 crore, the shares of Adani Ports and Special Economic Zone Limited were trading at Rs.1,343.65, up by 0.61 percent from the previous day’s closing price of Rs. 1,335.55.
Operational Performance
In August 2025, the company saw strong growth in cargo handling, moving 41.9 MMT, a 16% rise from last year, mainly due to higher container volumes. From year to date, total cargo reached 202.6 MMT, up by 11 percent year-on-year, with container volume increasing by 22 percent.
Logistics operations also improved, with rail volumes in August growing by 8 percent to 57,347 TEUs, and GPWIS volumes grew by 3% to 1.69 MMT. For the same year-to-date period, rail volumes grew 14 percent to 297,766 TEUs, while GPWIS volumes remained at 9.35 MMT with 3 percent growth.
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About the Company & Others
Adani Ports and Special Economic Zone Limited, India’s largest private port and SEZ operator. The company focuses on building, operating, and maintaining port infrastructure. It manages ports at Mundra, Dahej, Hazira, Dhamra, Ennore, and Kattupalli.
With operations at ten locations, including two under development, the company handles a wide range of cargo, including coal, crude oil, containers, fertilizers, agricultural goods, etc.
The company operates 15 ports nationwide with a combined handling capacity of 633 MMT, distributed across the west, east, and south coasts. The company has also established a global presence by operating ports in Israel, Tanzania, Sri Lanka, and Australia. The board has approved the acquisition of the NQXT Terminal at Abbot Point Port in Queensland, Australia.
For the 2026 fiscal year, the company aims to achieve a revenue of Rs.36,000 to Rs.38,000 crore and EBITDA of Rs.21,000 to Rs.22,000 crore. They have planned a CAPEX between Rs.11,000 to Rs.12,000 crore, and maintaining a net debt to EBITDA ratio of up to 2.5x.
The company’s revenue from operations surged from Rs.6,956.3 crore in Q1 FY25 to Rs.9,126.14 crore in Q1 FY26, while net profit surged from Rs.3,107.23 crore to Rs.3,310.60 crore. It reported a negative ROE of 18.8 percent and an ROCE of 13.8 percent. With a P/E ratio of 25.36, above the industry average of 23.61, the stock appears overvalued relative to its peers.
Written By Jhanavi Sivakumar
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