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Informist, Thursday, Apr. 30, 2026

 

--CONTEXT: Adani Ports mgmt's comments in post-earnings call with analysts 

--Adani Ports: Four ports owned by co saw drop in margins in Q4 

--Adani Ports: Co's first objective is to invest in organic capex 

 

By Anand JC and Afta Abubacker

 

MUMBAI/NEW DELHI – Adani Ports and Special Economic Zone Ltd. is accelerating its investment in the second phase of its Vizhinjam port in Kerala in a bid to tap into the rising demand, its management told analysts during a post-earnings conference call Thursday. "Vizhinjam is getting benefitted in terms of volume (because of the war in West Asia), and soon we will also start working on the existing cargo for Vizhinjam because there is a huge potential in the catchment area of Vizhinjam," the managememt said.

 

Vizhinjam, India's first automated port, is currently operating at full capacity. "Because of the West Asia crisis, we had many vessels which were waiting outside (the port)," the company said. "We have already kick-started phase two; we are again doing it with the automated terminal. In addition, we already started a lot of automation investments to improve the productivity at each of the existing ports."  

 

The company stressed that its primary effort now is to invest in organic efforts, followed by strategic mergers and acquisitions, which will lead to the company's top line and bottom line growth. Adani Ports plans to incur a capital expenditure of INR 900 billion-INR 1 trillion between 2026-27 (Apr-Mar) and FY31 towards all of its businesses. This includes INR 600 billion to INR 630 billion towards domestic ports and INR 60 billion to INR 70 billion towards international ports.

 

The company said it was resetting operational processes across its domestic ports, but maintained confidence in its fundamentals. "There are many ports where we have dry cargo, you may see little bit of a drop (in margins) in Gangavaram port, Hazira port, Dhamra port, Krishnapatnam port," the company said. "But you will also see many ports where we have increased the margin. But at the end, what we want to deliver is return on capital deployed," it added.

 

Adani Ports has guided for a consolidated earnings before interest, tax, depreciation, and amortisation of INR 520 billion for FY31, up from INR 228.51 billion in FY26. It has also guided for a revenue of INR 915 billion for FY31, up from INR 387.36 billion in FY26. 

 

For the March quarter, Adani Ports reported a consolidated net profit of INR 33.29 billion on revenues of INR 107.38 billion. Thursday, its shares closed 0.2% lower at INR 1,657.30 on the National Stock Exchange.   End

 

Edited by Tanima Banerjee

 

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