Synopsis: The shares of India’s leading logistics operator and part of Adani Group surged 10% after Q3 results, with revenue up 22% YoY to ₹9,704.59 crore and net profit rising 21% YoY to ₹3,042.93 crore and witnessing growth across multiple business verticals.
The shares of Adani Group, India’s largest private port developer and operator specializing in integrated port infrastructure, logistics, and port-based special economic zones, are in focus following their Q3 results, with a 21 percent rise in their profit and also commanding a 28 percent market share
With a market capitalization of Rs. 3,52,229.27 Crores on Tuesday, the shares of Adani Ports and Special Economic Zone Ltd jumped up to 9.59 percent, reaching a high of Rs. 1537.50 compared to its previous close of Rs. 1402.90.
What Happened
Adani Ports and Special Economic Zone Ltd, engaged in integrated port infrastructure, logistics, and port-based special economic zones, has rallied 10 percent in the day’s trade following their Q3 Results as follows.
Its Revenue from operations rose by 22 percent YoY from Rs. 7,963.55 Crores in Q3FY25 to Rs. 9,704.59 Crores in Q3FY26, and it rose by 6 percent QoQ from Rs. 9,167.46 Crores in Q2FY26 to Rs. 9,704.59 Crores in Q3FY26.
Its Net Profit YoY rose by 21 percent from Rs. 2,518.39 Crores in Q3FY25 to Rs. 3,042.93 Crores in Q3FY26, and on a QoQ basis, it declined by 2.47 percent from Rs. 3,120.20 Crores in Q2FY26 to Rs. 3,042.93 Crores in Q3FY26. The earnings per share (EPS) for the quarterly period stood at Rs. 14,04, compared to Rs. 11.67 in the previous year’s quarter.
FY26 guidance update
The FY26 revenue guidance has been revised upward to Rs. 38,000 Cr (from ₹36,000–38,000 Cr), reflecting stronger-than-expected growth and the consolidation of Q4 FY26 NQXT. EBITDA guidance has also been raised to Rs. 22,800 Cr, about Rs. 800 Cr above the earlier upper end, driven by ~₹500 Cr from higher non-NQXT growth and ~₹300 Cr from one quarter of NQXT inclusion in Q4FY26. Marine revenue growth has been upgraded to 2.3x from 2x.
Capex guidance remains unchanged at Rs. 11,000–12,000 Cr, and the net debt-to-EBITDA policy continues at up to 2.5x, with actual leverage at 1.9x (pro-forma 1.8x). Port cargo volume guidance is maintained at 505–515 MMT, inclusive of Q4 FY26 NQXT cargo, while trucking volumes are expected to grow 3x–4x, in line with prior guidance.
APSEZ, part of the globally diversified Adani Group, is a leading Integrated Transport Utility across cargo origination (International Freight Network) through port handling, rail transport, multi-modal logistics parks, warehousing, and final delivery via road transport to customer gates.
The company operates a comprehensive ecosystem of 15 strategically located ports and terminals across India’s west, south, and east coasts, combined with a diversified marine fleet of 129 vessels, integrated logistics capabilities including 12 multi-modal logistics parks, 3.1 million sq. ft. of warehouses, and 25,000+ trucks operating on its proprietary platform, thus providing capabilities to handle vast amounts of cargo from both coastal areas and the hinterland.
APSEZ also operates 4 international ports across Australia, Colombo, Israel and Tanzania. With a current cargo handling capacity of 653 million tonnes per annum, APSEZ commands approximately 28% of India’s total port volumes, targeting 1 billion tonnes throughput by 2030.
In Q3 FY25 and Q3 FY26, Adani Ports showed significant growth across sectors involving Domestic Ports revenue increased from Rs. 5,826 crore to Rs. 6,701 crore, while International Ports rose from Rs. 885 crore to Rs. 1,067 crore.
Logistics revenue grew from Rs. 693 crore to Rs. 1,121 crore, and Marine saw a substantial jump from Rs. 406 crore to Rs. 773 crore. The ‘Others’ category from Rs. 154 crore declined to Rs. 43 crore, contributing to the total revenue growth from Rs. 7,964 crore in Q3 FY25 to Rs. 9,705 crore in Q3 FY26.
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