Adani Ports and 2 other Maritime infra Stocks trading at a discount of up to 39% to keep on your radar
Three maritime infrastructure stocks are trading at discounts of up to 39%, reflecting near-term market caution. However, this presents a potential entry point for long-term investors, as improving trade flows and government-led infrastructure push could revive interest in the sector and unlock meaningful upside over time.
Gujarat Pipavav Port
Gujarat Pipavav Port is a major seaport on the west coast of India. It handles different types of cargo, including containers, bulk goods, liquids, and even vehicles. The port is designed to connect India’s industries to global markets using ships, trains, and trucks. It provides storage, loading, and unloading facilities for cargo all year round.
Gujarat Pipavav Port Limited’s stock, with a market capitalisation of Rs. 7,886 crores, rose to Rs. 164.50, hitting a high of up to 3.05 percent from its previous closing price of Rs. 159.62. Furthermore, the stock is currently trading at a discount of 35% from its 52-week high of Rs. 250.69.
In Q4FY25, the company reported revenue of Rs. 252 crore, flat YoY (0.4 percent growth from Rs. 251 crore) but down 4.2 percent QoQ from Rs. 263 crore. Net profit rose sharply by 55.7 percent YoY to Rs. 109 crore from Rs. 70 crore and increased 16 percent sequentially from Rs. 94 crore in Q3FY25, reflecting strong profitability despite a slight dip in revenue.
Allcargo Terminals
Allcargo Terminals operates container freight stations (CFS) and inland container depots (ICD) across India. They help store, manage, and transport containers that arrive by ship before they move further by road or rail. Their services support import and export, including special handling for hazardous or refrigerated cargo. Allcargo Terminals offers warehousing and delivery solutions to make shipping smooth and efficient.
Allcargo Terminals Limited’s stock, with a market capitalisation of Rs. 841.88 crores, fell to Rs. 32.91, hitting a low of up to 2.4 percent from its previous closing price of Rs. 33.72. Furthermore, the stock is currently trading at a discount of 39% from its 52-week high of Rs. 54.65.
In Q4FY25, the company reported a revenue of Rs. 185.93 crore, a marginal YoY increase of 2.3 percent from Rs. 181.76 crore in Q4FY24, but a slight QoQ decline of 0.8 percent from Rs. 187.34 crore in Q3FY25. However, profitability took a sharp hit, with a net loss of Rs. 2.41 crore in Q4FY25 compared to a profit of Rs. 9.22 crore YoY and Rs. 11.77 crore QoQ, indicating significant pressure on margins.
Adani Ports & Special Economic Zone
Adani Ports & Special Economic Zone (APSEZ) is India’s largest private port operator, running several large ports and terminals across the country. They manage the movement of goods by sea, such as dry bulk, containers, and liquid cargo. APSEZ also provides logistics and warehousing services, connecting ports with industries and inland regions. Their goal is to make shipping and supply chains faster and more reliable across India.
Adani Ports & Special Economic Zone Limited’s stock, with a market capitalisation of Rs. 3,11,513 crores, fell to Rs. 1,429.10, hitting a low of up to 1.6 percent from its previous closing price of Rs. 1,452.40. Furthermore, the stock is currently trading at a discount of 10% from its 52-week high of Rs. 1,604.95.
In Q4FY25, the company reported revenue of Rs. 8,488 crore, up 23 percent YoY from Rs. 6,896 crore and 7 percent QoQ from Rs. 7,964 crore. Net profit rose 50 percent YoY to Rs. 3,023 crore from Rs. 2,015 crore and increased 20 percent QoQ from Rs. 2,518 crore, reflecting strong operational performance and improved margins.
Written By Fazal Ul Vahab C H
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