Update shared on18 Oct 2025
Narrative Update on Adani Enterprises: Analyst Price Target Change
Analysts have maintained their fair value estimate for Adani Enterprises at ₹2,995 per share. This reflects continued confidence in the company’s long-term outlook, despite minor adjustments to underlying assumptions.
What's in the News
- The Board of Adani Enterprises will meet on October 8, 2025 to consider proposals for raising funds through the issuance of debt securities using methods such as private placement, public issue, or qualified institutions placement, subject to necessary approvals (Board Meeting).
- A Special/Extraordinary Shareholders Meeting is scheduled for October 15, 2025 to consider material modifications in related party transactions and to approve the appointment of Mr. Bharat Kanaiyalal Sheth as an Independent Director for three years, among other matters (Shareholders Meeting).
- Adani Enterprises has received a Letter of Award from National Highways Logistics Management Ltd. for constructing a ropeway project connecting Sonprayag to Kedarnath. The project is expected to significantly cut travel time and boost regional tourism upon completion (Client Announcements).
- The Adani Group is reportedly in talks to acquire a majority stake in Shree Digvijay Cement Company Limited as part of ongoing consolidation in the cement industry. The deal size is estimated between INR 8,000 million and INR 8,500 million (M&A Rumors and Discussions).
- Adani Group is also among the bidders for Statkraft SF's hydro power plants in India. The company is competing with other industry players for assets valued up to INR 15,000 million (M&A Rumors and Discussions).
Valuation Changes
- Fair Value Estimate remains unchanged at ₹2,995 per share.
- Discount Rate has risen slightly from 16.23% to 16.31%.
- Revenue Growth projection holds steady at 25.62%.
- Net Profit Margin is virtually unchanged, maintaining at 4.88%.
- Future P/E Ratio has increased marginally from 70.31x to 70.44x.
Disclaimer
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