Adani Ports &Special

Adani Ports: Jefferies on Adani Ports Maintains Buy with Target Price of ₹2,150 as management remains confident of reaching 1 billion tonnes of cargo by 2030, driven by domestic and international port growth, while logistics offers additional growth, the balance sheet remains strong with potential to turn net cash by FY31E, supporting growth capex.

Adani Ports: Macquarie on Adani Ports Outperform, Target Price ₹2,100 (raised from ₹1,860), as FY31 volume estimate rises to 931 MT driven by NQXT addition, Colombo ramp-up and domestic growth; better visibility supports a long-term volume upgrade, while diversification, strong execution track record and cash-flow-backed expansion support an optimistic outlook, with valuation remaining reasonable.

SEBI Accepts Settlement Offer From Adani Group Directors Regarding Charges; Adani Ports CEO And CFO Resolve Charges Of Disclosure Violations.

Adani Ports: Bernstein Sees 15% Upside with ₹1,973 Target

Bernstein retains Outperform rating on Adani Ports with a Rs 1,973 target, implying 15% upside. Key factors: rising coal demand, container growth, dollar-linked revenues, and easing risks like Mundra concession. Source: NDTV Profit

Adani Ports: Macquarie on Adani Ports Outperform, Target Price ₹2,100, supported by NQXT consolidation, Colombo ramp-up, domestic capacity additions and utilisation gains; Mundra CT5 and Vizhinjam Phase 2 add capacity, while Paradip concessions add 18MMT dry-bulk capacity and management targets 1bn tonnes domestic capacity by Dec-30.

Adani Stocks Surge on $2.5B Debt Refinance Plan

Adani stocks, including AEL, Adani Power, Ports, and Energy, surged as reports suggest plans to raise $2.5B to refinance debt. Bloomberg cited sources stating funds aim at debt from cement acquisitions, boosting investor sentiment for Adani Group. Source: Business Today

APSEZ Wins Contract for Paradip Port Expansion, Boosts East India Network

APSEZ wins LoA for developing 18 MMT dry bulk berths at Paradip port. This expands APSEZ's operations in East India, strengthening its transport network. Source: Equity Bulls

Adani Ports Gains as Top Bidder for Paradip Port Berths, Adds 18 MMT Capacity

Adani Ports rises as highest bidder for two Paradip port berths. New 18 MMT capacity boosts APSEZ domestic portfolio to 671 MMT. Source: Capital Market

Adani Ports Wins 30-Year Paradip Port Project

Adani Ports wins award for developing two dry bulk berths at Paradip Port. Project spans 30 years, operated on BOT basis at Paradip Port, Odisha. Source: ScoutQuest

Adani Ports: Co Receives LOA To Build Two Dry Bulk Berths At Paradip Port In Odisha; 30-Year Lease To Increase Capacity By 18 Million Metric Tons.

Adani Enterprises Jumps 6% on ₹9,825 Cr Airport Stake Sale; Group Stocks Rally

Adani Enterprises surged 6% after announcing a ₹9,825 crore stake sale in Adani Airport Holdings. Adani group stocks gained overall; Adani Ports rose 3%, Adani Green 3.6%, while others saw 1-2% gains. Source: Business Standard

CLSA Rates Adani Ports 'Outperform', Sets ₹2,070 Target on Strong Growth

CLSA rates Adani Ports Outperform, sets ₹2,070 target due to traffic growth 2x country rate FY21–26. Adani Ports aims 1bn-tonne traffic by FY31 with 15% CAGR; leverage improved to 9-year low net debt/EBITDA. Source: Livesquawk

Adani Ports: CLSA on Adani Ports Outperform, Target Price ₹2,070, as traffic grew 2x the country rate over FY21–26 with 300bps market-share gain; FY31 1bn-tonne traffic target implies 15% CAGR and 17%/18% revenue/port EBITDA CAGR, while logistics, marine and international ports provide additional growth and leverage has improved to a nine-year-low net debt/EBITDA.

Adani Ports: Opens Dedicated Empty Container Yard At Mundra To Boost Annual Capacity By 1.6 Million TEU And Aims For Over 6 Million TEU Growth Plan.

Adani Ports Gains 2% on Record August Cargo; Targets Up to ₹2,200

Adani Ports rose 2.2% to Rs 1,709.90 after record August cargo of 50 MMT, up 19% YoY. Brokerages like JPMorgan, Macquarie, and HSBC remain bullish, with target prices up to Rs 2,200. Source: NDTV Profit

HSBC Keeps Buy on Adani Ports, ₹2,200 Target; August Throughput Jumps 19% YoY

HSBC maintains Buy on Adani Ports with ₹2,200 target as August throughput hits 50 MMT, up 19% YoY. 2QFY27-to-date growth at 17%, Apr-Aug at 16%, but Mundra strike poses congestion risks. Source: Livesquawk

Adani Ports: HSBC on Adani Ports Maintains Buy with Target Price of ₹2,200 as August throughput hit a record 50 MMT, growing 19% YoY, while 2QFY27-to-date growth of 17% and Apr–Aug growth of 16% are ahead of FY27 estimates, though a Mundra empty-container yard strike poses congestion risks.

APSEZ Hits Record 50 MMT Cargo in Aug, Up 19% YoY

APSEZ handled record 50 MMT cargo in August 2026, its highest monthly volume. The milestone reflects a 19% YoY growth across domestic and international operations. Source: News18

Adani Ports' Aug Cargo Up 19% YoY to 50 MMT; YTD Growth at 16%

Adani Ports handled 50 MMT cargo in Aug'26, up 19% YoY. YTD cargo at 234.4 MMT (+16% YoY); dry cargo grew 25%, containers 15%. Source: ScoutQuest

Adani Ports Unit Expands to Saudi, Boosts Global Marine Ops

Adani Ports' step-down subsidiary Astro Offshore PTE Ltd forms Astro Offshore MESA in Saudi Arabia. The new entity aims to expand marine operations globally, aligning with APSEZ's strategy. Source: BSE

Adani Ports: Jefferies on Adani Ports Accumulate with Target Price of ₹2,160 as Vizhinjam’s strategic location, deep draft, operating strengths and MSC partnership position Adani Ports to capture India’s transshipment opportunity, with 75% of India’s transshipment traffic currently handled overseas.

Block Deals to Hit ₹4L Cr by 2026 Despite Nifty Dip

India's block and bulk deal market approaches ₹4 lakh crore in 2026, despite Nifty 50's 7% decline, supported by strong institutional liquidity. Major deals include Adani Ports' ₹7,486 crore divestment, Vishal Mega Mart's ₹5,091 crore stake sale, and UltraTech Cement's ₹2,896 crore transaction. Source: CNBC TV 18