ADANIPORTSNSEAdani Ports and Special Economic Zone Limited· Transport InfrastructureHighNeutral
Announced Tue, 4 Nov, 2025 · 13:01 IST

Adani Ports and Special Economic Zone Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

Revenue Growth 20pctPat Growth 25pctResults View source PDFExplain this filing

ADANIPORTS · price

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Price reactionminutes from the announcement price · days from the prior close
-0.3%Reaction day
₹1446.20
prior close
₹1450.40
announcement price
In-mkt
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Nifty 100market · index membership as recorded later (tracked since Jun 2026)-0.6%+0.3% vs market
Port & Port services peers, median of 5sector-0.4%+0.1% vs sector

On the reaction day the stock moved 0.3 pts more than Nifty 100 and 0.1 pts more than its Port & Port services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Adani Ports submitted its Q2 and H1 FY26 results (consolidated and standalone) approved at the Board meeting on November 4, 2025. Consolidated revenue from operations rose to ₹9,167.46 crore in Q2 FY26 from ₹7,067.02 crore in Q2 FY25, a growth of about 30%. For H1 FY26, revenue rose to ₹18,293.60 crore from ₹14,023.34 crore a year ago. Profit after tax for Q2 FY26 stood at ₹3,120.20 crore versus ₹2,412.54 crore in Q2 FY25, a ~29% rise, while H1 PAT came in at ₹6,430.80 crore. EPS for Q2 was ₹14.39 versus ₹11.34 earlier. The statutory auditor MSKA & Associates issued an unmodified limited review opinion. The Board also approved merging wholly owned subsidiary Adani Harbour Services Limited into APSEZ under Sections 230-232 of the Companies Act, pending NCLT and other approvals. Other notes mention the Abbot Point acquisition (AUD 3,975 million), a completed tender offer retiring ~US$ 386 million of overseas bonds, and closure of two SEBI show cause notices without penalty.

Likely market impact

The sharp ~30% YoY growth in both revenue and profit reflects strong port and logistics momentum, which is positive for shareholders. The proposed merger of the wholly owned subsidiary AHSL into APSEZ is a routine internal consolidation with no material cash impact and should simplify the group structure.