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
75%
Numeric claims
1
Consistency
consistent
Question ledger
Alok Deora · Motilal Oswal
partialWe have been positioning APSEZ as not only a port volume company but a truly integrated transport solution company... So that's why we see APSEZ as a whole truly integrated transport solution company, which, of course, is dependent on the cargo volume but getting away with the sensitivity only linked to.
Alok Deora · Motilal Oswal
declinedSo volume guidance for 2026, as you know, we normally give when we actually give the results for the full year, which will be sometime in May.
Ankita Shah · Elara Capital
directSo two buckets, Ankita. The first one is actually the trial volumes of Colombo, the full volumes of Vizhinjam, and the full volume of sort of Tanzania, Gopalpur... And we also expect actually sort of volume pickup in currently operating stabilized ports as well.
Ankita Shah · Elara Capital
partialSo our realization across ports has gone up, which is contributed by sort of foreign exchange increase as well as price increase that we have taken. So to that extent, actually, sort of we have seen price increase and realization increase in all ports.
Achal Lohade · Nuvama Institutional Equities
directNo. Nothing much. All of them are operating.
Priyankar Biswas · BNP Paribas
partialPriyanka, unfortunately, we have to wait till we tell you the quarter four number because that's when we give you the specific guidance for the next year. It would be a little too early for me to actually comment on FY26 right now, but one thing I can tell you without getting into sort of numbers, we expect year-on-year growth to be in the region of 20%± broadly without getting into details.
Priyankar Biswas · BNP Paribas
directSee, Gangavaram actually, both of them, by and large, is because of the coal volume, but within that, Gangavaram is also because actually we are still ramping back, and we expect that to come back to normalcy in a quarter or two, so this is a passing cloud.
Sumit Kishore · Axis Capital
directSo yes, it will go towards the 30% mark as far as the international operations are concerned. And it will ramp up. And actually, Haifa, Tanzania, all of them will get to those levels individually.
Sumit Kishore · Axis Capital
partialSee, the total capital expenditure of the company for nine months is INR 7,500 crore. This obviously excludes M&A. But this is company as a whole. At the moment, in trucking business, we are not investing in CapEx because basically it is a service model.
Shivang · Barclays
directGross debt as of December 2024 is INR 45,650 crores, and it was INR 44,060 crores as of September 2024... Net debt is INR 38,000 crores, round number, as of December. As of September, it is INR 35,200 crores.
Aditya Mongia · Kotak Securities
directYes, yes. Logistics will actually, in the first step, get to 5% contribution, and then the next step, eventually, 10% contribution to the company.
Aditya Mongia · Kotak Securities
directNo, no. As one of the participants in the call said, our current run rate actually will take us there. So there isn't actually any lumpy or abnormal.
