Adani Enterprises: A high-risk, high-reward bet that is not for the faint-hearted: Sudip Bandyopadhyay

Market veteran Sudip Bandyopadhyay views Adani Enterprises as a high-risk, high-reward bet, broadly positive on the group's infrastructure push after its AGM. Key highlights include Adani Ports targeting capacity doubling to 1 billion tonnes, Adani Power aiming for 45 GW capacity within five to seven years including 10 GW of nuclear, and a new data centre partnership with Google in Visakhapatnam alongside near-completion of Navi Mumbai Airport. The group also announced a three-layer organisational restructuring to cut bureaucracy and is advancing a family-led succession plan, while Reliance continues to compete with its AI and consumer-focused strategy.