Synopsis: The Adani Group shows strong growth momentum, with APSEZ planning Rs. 75,000 crore capex and targeting 1 billion tonnes capacity by 2030, while AGEL aims for 50 GW renewable capacity backed by 21.8 GW pipeline and 42% YoY energy sales growth. amkret
The Adani Group continues to strengthen its position across India’s infrastructure and renewable energy sectors, backed by ambitious expansion plans and strong financial momentum. Two of its key companies, Adani Ports & Special Economic Zone Ltd (APSEZ) and Adani Green Energy Ltd (AGEL), are witnessing significant growth driven by large-scale investments, capacity expansion, and rising demand in their respective industries.
Adani Ports & Special Economic Zone Ltd (APSEZ)
Adani Ports has outlined an ambitious multi-year expansion plan designed to strengthen its position as India’s largest integrated port and logistics company. The company has committed nearly Rs. 75,000 crore in capital expenditure (capex) by FY29, with a major share allocated toward ports and logistics infrastructure.
Around Rs. 45,000–50,000 crore will be invested in expanding port capacity as APSEZ targets handling 1 billion tonnes of cargo by 2030, implying a sustained 15% CAGR. Another Rs. 15,000–20,000 crore is earmarked for logistics, which includes building 20 logistics parks, deploying 300 railway rakes, and expanding warehousing and multimodal transport capabilities.
Additionally, approximately Rs. 5,000 crore will be dedicated to technology upgrades and decarbonisation efforts to enhance operational efficiency and sustainability.
Financially, the company has set ambitious goals, aiming to reach Rs. 65,500 crore in revenue and Rs. 36,500 crore in EBITDA by FY29, representing strong double-digit growth from its FY25 base. APSEZ also plans to scale its marine fleet to 150+ vessels, improving its reach in markets such as the Middle East and Africa while simultaneously strengthening its domestic logistics network.
With market capitalisation of Rs. 3,23,403 cr, the shares of Adani Ports & Special Economic Zone Ltd are currently trading at Rs. 1,497 per share, down from its previous close of Rs. 1,499 per share.
Adani Green Energy Ltd (AGEL)
Adani Green Energy is rapidly emerging as one of the world’s leading renewable energy developers, supported by a clear long-term vision and strong execution. The company aims to achieve 50 GW of operational renewable energy capacity by 2030, a significant leap from the 16.7 GW already operational as of H1 FY26, which itself represents a robust 45% year-on-year growth.
AGEL’s expansion is powered by major solar, wind, and hybrid renewable projects, including the massive 7.1 GW hybrid energy project at Khavda, one of the largest integrated renewable installations globally.
AGEL’s future growth visibility is strong, backed by a 21.8 GW locked-in pipeline comprising hybrid parks, greenfield developments, and diversified projects across multiple states. The company is also exploring opportunities for international expansion as global demand for clean energy accelerates.
Financially, AGEL continues to gain momentum, with energy sales rising 42% YoY to 19.6 billion units in H1 FY26, supported by higher operational capacity and improved efficiency from hybrid technologies. Aligned with the Adani Group’s $100 billion clean-energy investment plan, and is well positioned to contribute meaningfully to India’s target of achieving 50 GW of renewable capacity by 2030.
With market capitalisation of Rs. 1,68,646 cr, the shares of Adani Green Energy are currently trading at Rs. 1,023 per share, down from its previous close of Rs. 1,028 per share.
Written by Manideep Appana
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