Adani Ports and Special Economic Zone Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a pretty great week for Adani Ports and Special Economic Zone Limited (NSE:ADANIPORTS) shareholders, with its shares surging 11% to ₹1,347 in the week since its latest annual results. The result was positive overall - although revenues of ₹305b were in line with what the analysts predicted, Adani Ports and Special Economic Zone surprised by delivering a statutory profit of ₹51.35 per share, modestly greater than expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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After the latest results, the 16 analysts covering Adani Ports and Special Economic Zone are now predicting revenues of ₹357.7b in 2026. If met, this would reflect a meaningful 17% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to expand 10% to ₹56.52. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹348.5b and earnings per share (EPS) of ₹55.57 in 2026. So it looks like there's been no major change in sentiment following the latest results, although the analysts have made a modest lift to to revenue forecasts.

See our latest analysis for Adani Ports and Special Economic Zone

Even though revenue forecasts increased, there was no change to the consensus price target of ₹1,557, suggesting the analysts are focused on earnings as the driver of value creation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Adani Ports and Special Economic Zone analyst has a price target of ₹1,810 per share, while the most pessimistic values it at ₹1,400. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 17% growth on an annualised basis. That is in line with its 21% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 6.3% per year. So although Adani Ports and Special Economic Zone is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Adani Ports and Special Economic Zone analysts - going out to 2028, and you can see them free on our platform here.

We don't want to rain on the parade too much, but we did also find 2 warning signs for Adani Ports and Special Economic Zone that you need to be mindful of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.