Investec notes that Adani Ports and Special Economic Zone Limited, India’s largest private port operator, runs 17 ports and international cargo is expected to grow fivefold, supporting a 13 percent EBITDA CAGR from 2025–2030.
The shares of India’s largest private port and SEZ are on the radar after the brokerage has given a ‘Buy’ rating with upside potential of 19.95 percent. With a market capitalization of Rs.3,08,835.06 crores, the shares of Adani Ports and Special Economic Zone Limited were at Rs.1,428.75, up by 1.41 percent from its previous day closing price of Rs.1,408.95.
Target & Rationale
Investec has assigned a ‘Buy’ rating to Adani Ports and Special Economic Zone Limited, with a target price of Rs.1,715, indicating a 21.72 percent upside from its last traded price of Rs.1,408.95.
The broker analysed that the company runs 17 ports in the growing logistics and marine sectors. Cargo at international ports is forecasted to grow five times, driving a 13 percent EBITDA CAGR from 2025 to 2030. Further Net gearing ratio moderated to 0.6x as of FY25 and projected to be zero by FY30.
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About the Company
Adani Ports and Special Economic Zone Limited is India’s largest private port operator and SEZ developer, managing 17 ports and terminals across the country. The company focuses on expanding capacity, improving operational efficiency, and handling growing cargo volumes, aiming for steady revenue growth and strong profitability in the logistics and maritime sectors.
The company’s revenue rose from Rs.7,560 crore in Q1 FY25 to Rs.9,126 crore in Q1 FY26, and its net profit increased from Rs.3,107 crore to Rs.3,311 crore over the same period. It has a return on equity of 18.8 percent and a return on capital employed of 13.8 percent. The company’s P/E ratio stands at 27.11, which the industry average of 27.13
Written by Jhanavi Sivakumar
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