Synopsis: Adani Ports raised FY26 EBITDA guidance to Rs. 22,350–23,350 crore and cargo target to 545–555 MMT, acquired 50 MTPA NQXT to support its 1-billion-tonne 2030 goal, and approved issuance of 14.38 crore shares for growth funding.
This company develops, operates, and maintains port infrastructure and related services, with a multi-product SEZ and allied infrastructure located at Mundra Port is now in the spotlight after it has increased its EBITDA guidance to Rs. 22,350–23,350 crore
With a market capitalisation of Rs. 3,24,809 cr, the shares of Adani Ports & Special Economic Zone Ltd are currently trading at Rs. 1,504 per share, increasing 0.8% in today’s market session, making a high of Rs. 1,506, up from its previous close of Rs. 1,493.75 per share.
Future Outlook
Adani Ports has improved its outlook for FY26, showing strong confidence in future growth. The company has increased its EBITDA guidance to Rs. 22,350–23,350 crore, up from the earlier range of Rs. 21,000–22,000 crore. At the same time, it has raised its cargo volume target to 545–555 million metric tonnes (MMT), indicating expectations of higher port activity and trade volumes.
To strengthen its global presence, Adani Ports has acquired the North Queensland Export Terminal (NQXT) in Australia. This acquisition expands the company’s international operations and places it strategically along the important East–West trade route, helping diversify revenue beyond India.
NQXT itself is a 50 million tonnes per annum deep-water export terminal, operating under a long-term lease from the Queensland government. It serves multiple users and supports major Australian resource industries, making it a reliable and strategic asset for Adani Ports.
Looking at the long term, NQXT plays a key role in Adani Ports’ goal of handling 1 billion tonnes of cargo by 2030. The terminal is a stable, cash-generating asset that adds predictable income and supports long-term growth plans.
The board has approved raising capital through the issuance of 14.38 crore equity shares to Carmichael Rail and Port Singapore Holdings. This move strengthens the balance sheet and provides funds for future investments.
About other ports of Adani
Additionally, Adani Ports also partnered with Israel’s Gadot Group, won the bid to privatize Haifa Port in 2022 for $1.18 billion, taking 70% ownership and operational control in January 2023 under a 66-year concession. It handles about 20 million tonnes of cargo annually, positioning it as Israel’s busiest port and a key trade gateway.
It also incorporated East Africa Ports FZCO on May 26, 2025, as a step-down subsidiary through its wholly owned entity Adani International Ports Holdings Pte. Ltd (AIPHL) in Dubai Multi Commodities Centre (DMCC), UAE. The company is enhancing APSEZ’s global footprint in port operations and logistics, particularly targeting opportunities in East Africa and Israel.
The Haifa Port acquisition gives Adani Ports a strategic presence in the Mediterranean, providing access to key Europe and Middle East trade routes. With a long 66-year concession and operational control, it ensures stable long-term revenues, international diversification, and strengthens Adani Ports’ position as a global port operator.
The East Africa Ports FZCO supports expansion into high-growth African trade corridors, helping Adani Ports tap new cargo volumes and logistics opportunities. Together, these moves reduce dependence on India, expand global reach, and enhance long-term growth and earnings stability.
About the company
Adani Ports & Special Economic Zone Ltd (APSEZ) is India’s largest integrated ports and logistics company, operating a network of strategically located ports across the country. It handles a wide range of cargo, including containers, bulk, and liquid cargo, and also operates logistics parks and special economic zones.
The company has delivered a strong YoY performance in Q2FY26, with sales rising 30% to Rs. 9,167 crore compared to Rs. 7,067 crore in Q1FY25. EBITDA grew 22% to Rs. 5,340 crore. Net profit increased 29% to Rs. 3,120 crore, while EPS rose 27% to Rs. 14.39 from Rs. 11.32 last year.
The company maintains healthy profitability metrics with a ROCE of 13.8% and a strong ROE of 18.8%, indicating efficient capital utilization. A debt-to-equity ratio of 0.85, while profit growth of 23.1% CAGR over the last five years.
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