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View Claim Ledger →Adaniports Ltd — Q1 FY24
Adani Ports delivered its strongest ever quarterly performance in Q1 FY24, with record revenue of INR 6,248 crore (+24% YoY), EBITDA of INR 3,765 crore (+80% YoY), and PAT of INR 2,119 crore (+80% YoY).
bullish
high
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Adani Ports delivered its strongest ever quarterly performance in Q1 FY24, with record revenue of INR 6,248 crore (+24% YoY), EBITDA of INR 3,765 crore (+80% YoY), and PAT of INR 2,119 crore (+80% YoY). Cargo throughput hit 101.4 MMT (+12% YoY), driving market share gains of 200 bps to 26%. The port EBITDA margin expanded 150 bps to 72%, aided by operating leverage and cost controls. Logistics rail volumes grew 18% YoY, with 20-25% growth expected to continue. Management maintained FY24 cargo guidance of 370-390 MMT despite a strong Q1, citing prudence. Key growth drivers include capacity additions at Mundra, commissioning of Vizhinjam transshipment port by March 2024, and ramp-up at Haifa. Risks include potential slowdown in global trade and delays in union negotiations at Haifa impacting margin recovery.
अडानी पोर्ट्स ने पहली तिमाही (अप्रैल-जून 2023) में अब तक का सबसे अच्छा प्रदर्शन किया। कमाई ₹6,248 करोड़ रही, जो पिछले साल से 24% ज़्यादा है। कंपनी का मुनाफा ₹2,119 करोड़ (+80%) और परिचालन लाभ ₹3,765 करोड़ (+80%) रहा। कार्गो (माल ढुलाई) 101.4 मिलियन टन (+12%) पहुँच गया, जिससे बाजार हिस्सेदारी 26% हो गई। लागत कम रखने से मुनाफा मार्जिन 72% तक बढ़ गया। रेल लॉजिस्टिक्स में 18% बढ़ोतरी हुई और आगे भी 20-25% बढ़ने की उम्मीद है। कंपनी ने पूरे साल 370-390 मिलियन टन कार्गो का लक्ष्य रखा है। नए बंदरगाहों (मुंद्रा, विझिंजम, हैफा) से वृद्धि होगी। जोखिम: वैश्विक व्यापार में मंदी और हैफा में यूनियन विवाद से मुनाफा प्रभावित हो सकता है।
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Global trade slowdown and export bans
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Cargo Throughput
101.4 MMT
+12% YoY
Record quarterly cargo volume, driven by strong performance across ports despite cyclone impact.
Market Share
26%
+200 bps YoY
APSEZ's share of India's cargo grew 200 bps, reflecting faster growth than the industry.
Mundra Container Volume
1.72M TEUs
+12% vs closest competitor
Mundra remains India's largest container port, handling 1.72M TEUs in the quarter.
Logistics Rail Volumes
131,420 TEUs
+18% YoY
Rail container volumes grew 18% YoY, with 90% from EXIM and strong growth expected to continue.
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Guidance and risk preview
Management maintained the full-year cargo volume guidance of 370-390 MMT, despite Q1 achieving 101.4 MMT, citing prudence and potential for revisio...
Export bans on food products and profit warnings from global shipping lines could impact cargo volumes, though management remains bullish on India...
View Risks →