Adani Ports and Special Economic Zone Limited has informed the Exchange about Investor Presentation
ADANIPORTS · price
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Adani Ports shared its investor presentation for the APSEZ Logistics Investor Day held on May 30, 2025, outlining a five-year roadmap through FY29. The company targets revenue growth from ₹311 Bn (FY25) to ₹655 Bn and EBITDA from ₹190 Bn to ₹365 Bn, supported by ₹450–500 Bn capex for domestic ports and ₹150–200 Bn for logistics. The logistics segment is highlighted as the key growth engine, with revenue projected to grow 5x to ₹14,000+ Cr and EBITDA to ₹3,500 Cr by FY29, driven by expansion of MMLPs (12 to 20), warehouses (3.1 Mn to 20 Mn sq. ft.), rakes (132 to 300), trucks (937 to 5,000+), and agri-silo capacity (1.2 MMT to 10 MMT). Net Debt/EBITDA is guided at 1.9x in FY25 rising to 2.5x by FY29, with consolidated ROCE improving from 12% to 13% and logistics ROCE targeting 10% threshold.
The presentation signals strong multi-year growth ambitions with concrete FY29 targets, though achieving the steep logistics ramp (5x revenue, 10x capital employed) will require execution. The controlled leverage guidance and operating cashflow > capex commitment are positive for shareholders, but the aggressive assumptions may set high expectations for future quarterly performance.