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CA ATIN AGRRAWAL

29th Nov · SEBI-Registered Analyst

ADANIPORTS

ADANIPORTS
Strong recent financial performance: In FY25, APSEZ posted its highest ever profit after tax — ₹ 11,061 crore, up 37% over FY24. Revenue from operations rose 16% to ₹ 31,079 crore Strong recent financial performance: In FY25, APSEZ posted its highest ever profit after tax — ₹ 11,061 crore, up 37% over FY24. Revenue from operations rose 16% to ₹ 31,079 crore, and EBITDA increased 0% to ₹ 19,025 crore. Cargo volume growth & market leadership: The company handled ~450 MMT cargo in FY25. Its flagship port (Mundra Port) crossed 200 MMT annual cargo, and APSEZ now commands roughly 27% all-India market share in port cargo handling; its container market share is ~45.5%. Modernization, expansion & diversified operations: Beyond port operations, the firm is expanding logistics, marine services, and international port footprint. Such diversification helps reduce dependency on a single revenue stream. Analyst support & reasonable valuations (relatively): Some brokerages have re-affirmed bullish calls on APSEZ recently: for example target prices in the range ₹1,510–₹1,815, citing a strong balance sheet and growth potential. Long-term returns: Over a 5-year horizon, the share has delivered significant gains — which shows that over cycles, if operations remain strong, it can yield robust returns.

#WatchOutFor#Budget2025#FundamentalViews#Post-ClosingCommentary#HiddenGems
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