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Informist, Tuesday, Aug. 5, 2025

 

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--Adani Ports Apr-Jun consol net profit INR 33.15 bln
--Analysts saw Adani Ports Apr-Jun consol net profit INR 29.66 bln
--Apr-Jun consol PAT INR 33.15 bln vs INR 31.13 bln year ago
--Adani Ports Apr-Jun consol revenue INR 91.26 bln vs INR 69.56 bln year ago
--Adani Ports: Changed designation of Gautam Adani to non-executive chairman from Tue
--Gautam Adani will cease to be key managerial personnel of co
--Apr-Jun ports revenue INR 76.53 bln vs INR 69.39 bln year ago
--Apr-Jun logistics revenue INR 11.69 bln vs INR 5.71 bln yr ago
--Apr-Jun consol EBITDA INR 54.95 bln vs INR 48.48 bln yr ago
--Apr-Jun consol EBITDA margin 60% vs 64% year ago
--Reaffirms FY26 revenue guidance of INR 360 bln-INR 380 bln
--Reaffirms FY26 EBITDA guidance of INR 210 bln-INR 220 bln
--Reaffirms FY26 capex guidance of INR 110 bln-INR 120 bln
--Adani Ports: See FY26 port cargo volume between 505 mln tn and 515 mln tn
--Apr-Jun cargo volumes 121 mln tn, up 11% on year
--Apr-Jun all-India cargo market share 27.8% vs 27.2% year ago
--Apr-Jun container market share 45.2% vs 45.9% year ago
--Apr-Jun Mundra port volume 48 mln tn vs 51.2 mln tn year ago
--Q1 non-Mundra domestic port volumes 64.9 mln tn, up 17% YoY
--Adani Ports: Expect marine revenue to rise to more than INR 33 bln in FY27
--Apr-Jun marine revenue INR 5.41 bln vs INR 1.88 bln year ago

 

By Sunil Raghu

 

AHMEDABAD – Adani Ports and Special Economic Zone Ltd.'s consolidated net profit for the June quarter beat the Street's estimate on the back of a 31.2% on-year rise in its top line. The rise in revenue for the quarter was driven by an 11% rise in cargo volumes handled at its ports. This is the 20th straight quarter when Adani Ports' consolidated revenue has registered year-on-year growth. Similarly, its net profit for the June quarter has clocked on-year growth for the 10th successive quarter, as per data collated by Informist.

 

The company's bottom line for the latest quarter jumped 6.48% on year to INR 33.15 billion. It rose 10% from INR 30.10 billion in the trailing quarter. Analysts had expected the company to report a consolidated net profit of INR 29.7 billion for the quarter.

 

The company's top line for the quarter grew to INR 91.26 billion from INR 69.56 billion a year ago, beating analysts' estimate of INR 84.9 billion. The top line was also up 7.5% on quarter. The company's revenue from ports and special economic zone activity in the June quarter was at INR 76.52 billion, up 10.3% on year from INR 69.39 billion.

 

Adani Ports owns 15 ports across India with a cumulative capacity of 633 million tonnes as of Jun. 30. It also operates ports across Israel, Tanzania and Sri Lanka. For the June quarter, the company handled 120.6 million tonnes of cargo, up 11% on year and 2.4% on a trailing basis. The rise in cargo was led by a 19% rise in container traffic.  

 

Sharing operational highlights, the company said its all-India cargo share increased to 27.8% in the June quarter from 27.2% in the year-ago quarter. On the other hand, its container share was down at 45.2%, from 45.9% in the June quarter of 2024-25 (Apr-Mar). Its port at Haifa, Israel, operated throughout the war in the region and reported a 29% on-year growth in overall volumes.

 

Volumes of the Mundra port, which contributes a little less than half of the company's total volumes, fell 6.25% on year to 48 million tonnes during the quarter. In FY25, Mundra became the first Indian port to cross 200 million tonnes in annual cargo volume. On the other hand, volumes at other ports of the company excluding Mundra Port rose 17% on year to 64.9 million tonnes.

 

The company's domestic volumes for the quarter rose 6% on year to 113 million tonnes. Its international volumes, though small in comparison, nearly quadrupled on year to 8 million tonnes. The company hopes to see its current year port cargo volume to stay between 505 million tonnes to 515 million tonnes.
 

The company's revenue from its core ports and special economic zone business stood at INR 76.53 billion in the June quarter, up from INR 69.39 billion in Apr-Jun year ago.

 

The revenue for the company's domestic ports vertical grew 14% on year to INR 61.37 billion in the June quarter. Revenue from its marine vertical grew nearly three-fold on year to INR 5.41 billion whereas revenue from its logistics vertical doubled to INR 11.69 billion. The company expects its revenue from the marine vertical to rise to more than INR 33 billion in FY27.
 

The company's consolidated earnings before interest, tax, depreciation, and amortisation for the June quarter also rose 13% on year to INR 54.95 billion. In the same quarter last year, its EBITDA stood at INR 48.48 billion. The consolidated EBITA margins for June quarter came in at 60% compared to 64% a year ago.

 

For FY26, the company said it expects its revenues to rise to INR 360 billion-INR 380 billion and the EBITDA to rise to INR 210 billion-INR 220 billion. In FY25, its consolidated revenue rose 14% on year to INR 304.75 billion and its EBITDA grew 20% on year to INR 190.25 billion. Its consolidated net profit rose 37% on year to INR 110.92 billion for the same period.

 

The company said it plans a capital expenditure of INR 110 billion-INR 120 billion in FY26.

 

The company said its gross debt as on Jun. 30 stood at INR 530.89 billion, up from INR 458.10 billion on Mar. 31. The net debt as on Jun. 30 stood at INR 361.68 billion, marginally down from INR 368.19 billion on Mar. 31.

 

The company said Adani Group Chairman Gautam Adani will cease to be a key managerial personnel on the board and his designation been changed to non-executive chairman from Tuesday. The company also appointed Manish Kejriwal as additional director of the company. 

 

On Tuesday, shares of the company ended 2.2% lower at INR 1,358.10 on the National Stock Exchange.  End

 

Edited by Tanima Banerjee

 

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