Adani Ports and Special Economic Zone Limited (NSE:ADANIPORTS) Just Released Its Interim Results And Analysts Are Updating Their Estimates

Adani Ports and Special Economic Zone Limited (NSE:ADANIPORTS) came out with its half-yearly results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. Adani Ports and Special Economic Zone reported in line with analyst predictions, delivering revenues of ₹183b and statutory earnings per share of ₹14.39, suggesting the business is executing well and in line with its plan. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Following the latest results, Adani Ports and Special Economic Zone's 17 analysts are now forecasting revenues of ₹369.5b in 2026. This would be a reasonable 6.3% improvement in revenue compared to the last 12 months. Per-share earnings are expected to accumulate 8.1% to ₹59.84. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹371.6b and earnings per share (EPS) of ₹58.89 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

Check out our latest analysis for Adani Ports and Special Economic Zone

There were no changes to revenue or earnings estimates or the price target of ₹1,734, suggesting that the company has met expectations in its recent result. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Adani Ports and Special Economic Zone, with the most bullish analyst valuing it at ₹1,900 and the most bearish at ₹1,540 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Adani Ports and Special Economic Zone's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 13% growth on an annualised basis. This is compared to a historical growth rate of 21% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 6.4% annually. So it's pretty clear that, while Adani Ports and Special Economic Zone's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at ₹1,734, with the latest estimates not enough to have an impact on their price targets.

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

Don't forget that there may still be risks. For instance, we've identified 2 warning signs for Adani Ports and Special Economic Zone that you should be aware 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.