Synopsis
Motilal Oswal maintained a Buy on Adani Ports with a target price of Rs. 1,700, citing strong growth in ports and logistics and projecting 16 percent CAGR in revenue and EBITDA and 21 percent CAGR in PAT over FY25–27.
India’s largest port developer and operator is in the spotlight today following a new analyst outlook on its business, and has significantly maintained a Buy rating with their target prices for the stock. Check it below.
With the market capitalization of Rs. 2,86,024 crore, the shares of Adani Ports and Special Economic Zone Limited were trading at Rs. 1,324.30, up by 0.67 percent from its previous day’s close price of Rs. 1,315.40 per equity share. The stock has touched an intraday high of Rs. 1,327.10 in today’s trading session.
What’s the news?
Motilal Oswal has maintained a Buy rating on Adani Ports with a target price of Rs. 1,700, implying a 28.37 percent upside from trading price of Rs.1,324.30. The brokerage had highlighted the company’s “transformational journey” driven by strong growth in ports and logistics. It pointed out that the logistics business is expanding rapidly, while marine services act as a capital-efficient growth driver. Overall, it expects the company to deliver a CAGR of 16 percent in revenue and EBITDA, and 21 percent in PAT over FY25–27.
About the Company
Adani Ports and Special Economic Zone Ltd (APSEZ), part of the Adani Group, is India’s largest port developer and operator, managing around 28 percent of the country’s port cargo through 15 ports and terminals across the east, west, and south coasts. The company has also expanded its footprint internationally with operations in Israel, Sri Lanka, and Tanzania. Leveraging its network of ports, logistics parks, warehouses, and industrial zones, APSEZ aims to position itself as the world’s leading port and logistics platform within this decade.
Financial Outlook
Adani Ports and Special Economic Zone Ltd posted revenue of Rs. 9,126 crore in Q1 FY26, up 7.52 percent QoQ from Rs. 8,488 crore and up 20.71 percent YoY from Rs. 7,560 crore.
EBITDA stood at Rs. 5,495 crore, rising 9.77 percent QoQ from Rs. 5,006 crore and 15.95 percent YoY from Rs. 4,739 crore. Net profit grew by 6.57 percent year over year from Rs. 3,107 crore to Rs. 3,311 crore and up 9.53 by percent from Rs. 3,023 in Q4 FY25.
At the moment, the company’s P/E ratio is 25.2x higher as compared to its industry P/E 23x, and its ROE and ROCE are 18.8 percent and 13.8 percent, respectively, showing companies financial performance.
Written by Akshay Sanghavi
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