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ADANIPORTS

1430+1.22%
Market Cap
₹2,88,497.50 Cr
Stock P/E
117.41
ROCE
13.30%
ROE
16.51%
Book Value
₹244.33

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Shareholding

Holdings
Distribution
Promoter
Institution
Public
Others

Financials

YoY Net Sales
EPS Growth
Operating Margin

From Last Concall

POSITIVES
  • International port delivered revenue growth and margin expansion.
  • Logistics business demonstrates robust top-line growth.
NEGATIVES
  • Near-term volume headwinds tied to geopolitical and operational disruptions at Mundra and other ports.
  • Iron ore/dry cargo weakness at Dhamra weighing on overall volume mix.

Peers Summary

Sector Leader

Adani Ports and Special Economic Zone Ltd. stands out as a leader in the port industry, demonstrating solid profitability and growth metrics, despite its relatively high valuation. It competes with peers like Gujarat Pipavav Port Ltd. for profitability and efficiency, while JSW Infrastructure Ltd. appears overvalued. Several companies in the sector are financially weak, primarily due to high valuation multiples and low margins.

Key Points
  • Adani Ports shows impressive revenue growth and profitability metrics.
  • Gujarat Pipavav Port is a key value pick with strong profitability and low debt.
  • JSW Infrastructure is overvalued considering its low revenue growth and high PE ratio.
  • Many companies in the sector exhibit financial weakness, particularly with high debt or low returns.
Top Performers
Adani Ports and Special Economic Zone Ltd.

Strong revenue growth and profitability metrics, leading the sector.

Gujarat Pipavav Port Ltd.

Best value pick with low valuation ratios and solid profitability.