Coal volume decline impacting margins at Gangavaram and Krishnapatnam
Lower coal imports due to higher domestic production have reduced volumes and margins at these ports, though management sees it as a passing cloud.
ADANIPORTS / Q3-FY25 / risks
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Adani Ports · Material risks, their source context, and severity in the latest available quarter.
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Economic slowdown could impact trade volumes
An analyst raised concerns about economic slowdown affecting trade; management dismissed it as a momentary correction but acknowledged November was weak.
Logistics margin compression due to new business mix
Logistics EBITDA margin dropped from 28% to 23% due to lower-margin trucking business; management expects improvement as scale increases.