Adani Ports & SEZ Stock Price - ₹1,706.50 | Transport

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Company insights, generated from the most recent coverage.

International business now ~25% of revenue with cargo volumes tripling to 22.8 MMT YoY, driven by Colombo and Australian operations.
July 2026 cargo volumes at 46.3 MMT (+15% YoY), with dry cargo surging 21%, reinforcing operational growth momentum.
Stock up 3.36% on Sep 1 as technical rebound from Aug 31 MSCI-driven 6.7% sell-off; forced selling pressure from passive funds has subsided.

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The Quarter story

The two most recent quarterly results, compared side-by-side.

Cargo volumes and core profitability expand on strong international trade and JV performance, while rising debt and declining rail volumes require attention.

Total cargo volume grows from 120.6 MMT in Q1 FY26 to 138.1 MMT in Q1 FY27, driving scale efficiencies across the network.

Gross debt increases from ₹51,082 Cr in Q2 FY26 to ₹56,776 Cr in Q1 FY27, funding ongoing capacity expansions.

International port EBITDA rises from ₹205 Cr in Q1 FY26 to ₹730 Cr in Q1 FY27, highlighting strong global trade recovery.

Average debt maturity shortens from 5.6 years in Q3 FY26 to 5.1 years in Q1 FY27, tightening refinancing windows.

Marine segment revenue climbs from ₹541 Cr in Q1 FY26 to ₹901 Cr in Q1 FY27, supported by a larger fleet and higher utilization.

Container rail volume falls from 178,927 TEUs in Q2 FY26 to 145,310 TEUs in Q1 FY27, signaling a shift in logistics preferences.

Key container JV EBITDA increases from ₹282 Cr in Q1 FY26 to ₹362 Cr in Q1 FY27, confirming successful partnership scaling.

All-India container market share eases from 45.9% in Q2 FY26 to 44.8% in Q1 FY27, reflecting intense sector competition.

Consolidated EBITDA margin recovers from 56% in Q4 FY26 to 60% in Q1 FY27, proving consistent pricing power.

Cash balance declines from ₹16,921 Cr in Q1 FY26 to ₹12,428 Cr in Q1 FY27, reflecting heavy capital deployment.

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In the news

Adani Ports forms Astro Offshore MESA subsidiary

Adani Ports hits record 50MMT cargo volume, shares jump 2%

Adani Ports Gets Visibility Boost as Gujarat Signals Concession Extensions

Sensex expiry: Call resistance shifts to 77,600 as markets eye positive start

Motilal Oswal maintains ₹2130 target for Adani Ports despite stock drop

Adani Ports, JSW Infra, Concor in focus after Q1 results

Adani Ports Q1 profit rises 10% to ₹3,650 cr, shares up 2.06%

Adani Ports Gets ₹2,200 Target Price, 21% Upside Potential

PL Capital Picks Adani Ports as Top Sector Pick Ahead Q1 Results

Vizhinjam Port Stake Sale: The ₹13,220 Crore Dispute Shaking Kerala's Maritime Ambitions

Adani Ports Hits New High After Strong Q1 Performance

APSEZ's $2.85B Vizhinjam Bet: A Strategic Masterstroke

Brokerages Eye Adani Ports, Hindalco, Mankind Pharma Stocks

Adani Ports' ₹1,500 Crore Bet: Transforming Fertilizer Land into Logistics Gold

Adani Ports acquires 100% stake in Jaypee Fertilizers for ₹1,500 crore

Block Deal Surge Signals Indian Market Revival

HSBC, Jefferies, Goldman Sachs Issue Stock Recommendations for May 15

Kotak Bank drops 5% post Q4 results; ICICI Securities maintains buy

BNP Paribas Acquires Tata Motors, Siemens Stakes in Block Deals

Adani Ports surges 5.41%, NIFTY50 gains 0.51% on May 4

Adani Ports & SEZ

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About the company

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