The company raised its FY27 guidance by Rs 1,000 crore, projecting revenue between Rs 44,000 crore and Rs 46,000 crore alongside EBITDA between Rs 26,000 crore and Rs 27,000 crore. Whole-time Director and CEO Ashwani Gupta noted that domestic facilities anchored these earnings, with logistics, marine operations, and international hubs driving additional growth. Furthermore, management indicated that the port operator could achieve its targeted 1,000 MTPA capacity ahead of the planned CY30 schedule due to its steady capital expenditure rate.
Key points
Strong core earnings and a Rs 1,000 crore guidance increase for FY27 reinforced broader i…: Strong core earnings and a Rs 1,000 crore guidance increase for FY27 reinforced broader institutional confidence.
Free cash flow is expected to compound at an annual rate exceeding 20 percent between FY2…: Free cash flow is expected to compound at an annual rate exceeding 20 percent between FY26 and FY31.
Sustained capital expenditure may allow the port operator to reach its 1,000 MTPA capacit…: Sustained capital expenditure may allow the port operator to reach its 1,000 MTPA capacity milestone ahead of CY30.
Sources checked by our analysis pipeline: 1
The company’s revenue from operations came in at Rs 11,340 crore, a 24% surge from Rs 9,167 crore in the corresponding quarter of the previous financial year.
The company also raised its FY27 guidance based on a strong first half performance. “Revenue guidance raised by Rs 1,000 crore to Rs 44,000-Rs 46,000 crore, while EBITDA guidance was upped by Rs 1,000 crore to Rs 26,000-Rs 27,000 crore,” the company said in a regulatory filing.
Buy, sell or hold Adani Ports stock?
Jefferies raised its target price for Adani Ports and Special Economic Zone to Rs 2,180 from Rs 2,160, implying an upside of 24% from the previous close, while retaining its Buy rating. The brokerage said September 2026 quarter EBITDA exceeded its estimates by 4%, driven by a sharp ramp-up in international ports.Jefferies views Adani Ports as a high-conviction play on India's trade and logistics transformation. Its port assets are expected to support a compound annual growth rate of more than 20% in free cash flow between FY26 and FY31, despite elevated growth capex.
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