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Global trade disruption from geopolitical turmoil
View Risks →Adani Ports & Special Economic Zone Ltd — Q3 FY26
Adani Ports delivered a strong Q3 FY26, with all four business pillars posting high double-digit growth.
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Adani Ports delivered a strong Q3 FY26, with all four business pillars posting high double-digit growth. Domestic ports achieved a record 9-month container market share of 40.6%, while logistics revenue surged 62% YoY to ₹1,121 crore. The company raised its FY26 EBITDA guidance by ₹800 crore to ₹22,800 crore, reflecting confidence in operational momentum. Management reiterated its FY29 target of ₹65,500 crore revenue and ₹36,500 crore EBITDA, backed by organic expansions like Vizhinjam Phase 2 (₹16,000 crore capex) and the NQXT acquisition. Key risks include global trade disruptions from geopolitical turmoil, which could impact volumes, though management believes the diversified portfolio mitigates this. The CFO transition was also announced, with Mr. Krishna taking over from March 1.
अडानी पोर्ट्स ने तीसरी तिमाही में शानदार प्रदर्शन किया। इसके चारों मुख्य कारोबार में दोहरे अंकों की वृद्धि हुई। देश के बंदरगाहों ने 9 महीने में कंटेनर बाजार में 40.6% हिस्सेदारी हासिल की। लॉजिस्टिक्स कारोबार से आय 62% बढ़कर ₹1,121 करोड़ हो गई। कंपनी ने अपने सालाना मुनाफे का अनुमान ₹800 करोड़ बढ़ाकर ₹22,800 करोड़ कर दिया। प्रबंधन ने FY29 तक ₹65,500 करोड़ राजस्व और ₹36,500 करोड़ मुनाफे का लक्ष्य दोहराया। यह विजिन्जाम फेज 2 (₹16,000 करोड़ निवेश) और NQXT खरीद जैसे विस्तार से संभव होगा। जोखिमों में वैश्विक व्यापार में गड़बड़ी शामिल है, लेकिन कंपनी का मानना है कि विविध पोर्टफोलियो इसे कम करता है। 1 मार्च से श्री कृष्णा नए CFO बनेंगे।
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Domestic container market share (9 months)
40.6%
+?pp YoY
Highest ever 9-month container share, driven by operational efficiency and capacity expansion.
Logistics revenue
₹1,121 Cr
+62% YoY
Logistics revenue grew 62% YoY, driven by asset-light and asset-heavy strategy.
Mundra container volume (January)
754,000 TEUs
+?% MoM
Record monthly container volume at Mundra, reflecting strong demand and efficiency gains.
Vizhinjam GCR (December)
30 lifts/hour
World-class benchmark
Vizhinjam achieved world-class gross crane rate of 30 lifts per hour, just 8 months after operations began.
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Guidance and risk preview
Management revised FY26 EBITDA guidance upward by ₹800 crore to ₹22,800 crore, reflecting strong operational performance.
Management cited a major geopolitical conflict between countries as the only factor that could derail FY29 targets, though minor disruptions have m...
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