Adani Ports & Special Economic Zone (ADANIPORTS) — concall transcript

📢 Key Event
Adani Ports upgraded FY25 EBITDA guidance and highlighted international port expansion as a key growth driver.

🔄 What Changed
EBITDA margin improved to 62% and net debt/EBITDA reduced to 2.1; FY25 EBITDA guidance raised to Rs 18,800-18,900 crore.

🔮 What's Next
FY25 EBITDA target of Rs 18,800-18,900 crore; 85/15 domestic-international revenue mix by 2029/30; 140-150 million tonnes from international ports by 2029/30; 20% YoY EBITDA growth expected in FY26.

💡 Investor Takeaway
Shareholders should note that international port expansion and logistics transformation are central to future growth, with margin expansion and deleveraging on track.

Adani Ports reported strong Q3 FY25 results with revenue up 14%, EBITDA up 19%, and PAT up 32% YoY, driven by container growth (14.9%), price mix gains, and new port launches. EBITDA margin rose to 62% from 60%, and net debt/EBITDA fell to 2.1. Management raised FY25 EBITDA guidance to Rs 18,800-18,900 crore from Rs 17,000-18,000 crore, targeting 85/15 domestic-international revenue mix by 2029/30. Capex of ₹7,500 crores YTD focuses on ports, inland logistics, and warehousing. International ports like Tanzania and Vizhinjam are scaling toward 140-150 million tonnes by 2029/30. No FY26 cargo guidance was given.

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About Adani Ports & Special Economic Zone Ltd (ADANIPORTS)

Services · Marine Port & Services · Listed on BSE

Market Cap: ₹3,79,231.67 Cr P/E: 28.1 ROE: 13.7% ROCE: 13.4% Div Yield: 0.46%

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🔥 Also filed on 31 December 2024

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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