Update shared on 25 Nov 2025
Fair value Increased 1.44%Analysts have slightly increased their price target for Adani Ports and Special Economic Zone from ₹1,736 to ₹1,761. They cite modest adjustments in financial projections and updated discount rates as the reasons for this change.
What's in the News
- Adani Ports and Special Economic Zone reported port cargo volume of 124 MMT for the second quarter, up from 110 MMT in the same period last year (Operating Results Announcement).
- For the first half of the fiscal year, port cargo volume reached 244 MMT, compared to 220 MMT a year earlier (Operating Results Announcement).
- The company provided earnings and operating guidance for fiscal year 2026, projecting revenue between INR 360,000 million and INR 380,000 million (Corporate Guidance).
- A Board Meeting was scheduled for November 4, 2025, to consider and approve financial results for the quarter and half year ended September 30, 2025 (Board Meeting).
- A Special or Extraordinary Shareholders Meeting was set for November 3, 2025, to consider the appointment of Manish Kejriwal as an independent director (Shareholders Meeting).
Valuation Changes
- Fair Value Estimate has risen slightly, increasing from ₹1,736 to ₹1,761.
- Discount Rate has declined modestly from 13.11% to 13.05%.
- Revenue Growth Forecast has decreased marginally and is now at 15.55% compared to the previous estimate of 15.64%.
- Net Profit Margin has edged down from 36.58% to 36.25%.
- Future P/E Ratio is projected to rise, moving from 27.64x to 28.32x.
Disclaimer
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