APSEZ expands Kaleris partnership for AI-led port transformation

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AI summary

APSEZ is expanding its partnership with US-based Kaleris to deploy AI-augmented terminal operating systems across 15 container terminals at 9 ports. The company plans to invest USD 850 million by 2031 in technology and decarbonisation, including up to USD 100 million for the Kaleris partnership in two phases. Expected gains: up to 20% improvement in RTG crane productivity and 14% in terminal truck productivity. APSEZ targets 91 MMT additional capacity (~10% of installed) and 1 billion tonnes cargo annually by 2030, from current 653 MMT.

Likely market impact

Positive: major tech and capex commitment supporting productivity gains and 1 billion tonnes cargo target by 2030, reinforcing long-term growth thesis.