Adani Ports Q1 Results Boost Brokerages' Optimism, Shares Rise 2%

Wednesday, Aug 6, 2025 12:24 am ET1min read

Adani Ports and Special Economic Zone shares rose 1.9% on Wednesday after posting Q1 results. Brokerages such as Goldman Sachs, Jefferies, and Nuvama Institutional Equities raised their target prices, citing strong growth opportunities and pricing power. Bernstein maintained an "Outperform" rating with a target of ₹1,617 per share. Motilal Oswal reiterated a "Buy" rating with a target of ₹1,700 per share, expecting a 10% growth in cargo volumes over FY25-27.

Adani Ports and Special Economic Zone (APSEZ) reported a robust Q1 performance, with a 6.48% rise in profit to Rs 3,314.59 crore, according to its earnings report released on Tuesday. The company's revenue surged by 31.19% year-on-year to Rs 9,126.14 crore, driven by strong performance in the marine and logistics segments [1]. The company's EBITDA stood at Rs 5,495 crore, marking a 13% increase over the previous quarter.

The company's CEO, Ashwani Gupta, attributed the revenue growth to "extraordinary momentum" in the logistics and marine businesses, which grew 2x and 2.9x respectively. Additionally, the company announced that Gautam Adani exited from the position of Executive Chairman of APSEZ, effective August 5 [1].

Following the Q1 results, Adani Ports shares rose 1.9% on Wednesday. Analysts from various brokerages such as Goldman Sachs, Jefferies, and Nuvama Institutional Equities raised their target prices, citing strong growth opportunities and pricing power. Bernstein maintained an "Outperform" rating with a target of ₹1,617 per share, while Motilal Oswal reiterated a "Buy" rating with a target of ₹1,700 per share, expecting a 10% growth in cargo volumes over FY25-27 [2].

The company's stock price has shown significant growth over the past few years, with a 5-year return of 333.69% [2]. The company's current market capitalization stands at Rs 2,95,291 crore, with a price-to-earnings ratio of 26.63 and a dividend yield of 0.51% [2].

References:
[1] https://www.financialexpress.com/business/adani-ports-q1-results-profit-rises-6-48-on-cargo-growth-gautam-adani-exits-key-managerial-role-3937071/
[2] https://economictimes.indiatimes.com/adani-ports-special-economic-zone-ltd/stocks/companyid-20316.cms

Adani Ports Q1 Results Boost Brokerages' Optimism, Shares Rise 2%

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