Adani Ports · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
58%
Numeric claims
5
Consistency
contradicted
Question ledger
Parash Jain · HSBC
partialYour first question was on port development, the INR 600 crore revenue. It is actually where we have done the stake sale to MSC through their intermediate holding company... the difference is actually put in there as INR 600 million for development cost.
Parash Jain · HSBC
directTanzania, we have signed the concession agreement... Colombo is still under construction at an advanced stage... Vizhinjam, we just finished the receipt of the first mother vessel after having an investment of more than INR 8,000 crore.
Parash Jain · HSBC
partialVizhinjam Port will be fully operational starting October. This year, we will not see the full capacity utilization. But yet, in FY26, we are expecting the full utilization of the Vizhinjam Port for phase one, which is the 1 million nameplate capacity.
Parash Jain · HSBC
directIn this particular quarter, there are two sort of factors. The first one is the same thing that we explained in the last quarter call... The SCI, some contracts have come up for repricing as per the original contract itself after the 10 years.
Achal Lohade · Nuvama Institutional Equities
evasiveWe are investing heavily on the digitalization... The second on the capacity expansion... In the South, we have grown in container and in the dry cargo. So if you look at our business portfolio today, all the three main commodities... all three have grown.
Achal Lohade · Nuvama Institutional Equities
partialCoal, even if it is not growing, but it is also not flattening, there is a growth. For example, quarter one, all India import NC coal was roughly 56, and we did 26 out of it, which means we increased our market share by 1%.
Asmita Sadhu · MetLife Investment Management
evasiveWe have contested. It is actually a frivolous case the way we look at it. So we have contested that, and the Supreme Court has actually taken action. So to that extent, we'll follow the due process of law to sort of complete this.
Asmita Sadhu · MetLife Investment Management
directWe had undertaken an independent review by a lawyer and an accounting firm. And then we had submitted those reports to the auditors... on that basis, the qualification has been dropped, and it has now become an EOM.
Nitisha Kodangal · ICICI Securities
directThis quarter. We are waiting for the final mile, and we will see that in the coming quarter. Full effect from next quarter, yes.
Nitisha Kodangal · ICICI Securities
partialWe have guided in the beginning of the year a range of INR 10,500-INR 11,500 crores... ports in that is INR 7,300 crores. Marine services in that is INR 400 crores. Logistics is INR 2,300 crores. And the renewables, decarbonization is INR 1,500 crores.
Imtiaz Shefuddin · Barclays
directWe had cash balance in the beginning of the year. We had stated earlier that actually we will use the current cash balance to repay the balance, INR 325 million, which is what we did last week. On the question around whether we are going to access, right now, there are no plans.
Imtiaz Shefuddin · Barclays
evasiveWe are exploring the opportunities in Southeast Asia, which includes Vietnam. And Vietnam, we have not decided anything yet. Of course, as I said before, we are exploring all the opportunities. And once we decide, definitely, we will be sharing with you at that time.
