Whalesbook
Toh bhaiyon aur behnon, Adani Ports ka plan suno! Company Europe ke ultra-deepwater subsea market mein entry maar rahi hai. Unki subsidiary Astro Offshore aur US ki Oceaneering International Inc. ne milkar yeh deal ki hai.
Abhi unhone 'Astro Atlas' naam ka naya vessel bhi add kiya hai, jo 3,000 meters se bhi zyada gehri mein kaam kar sakta hai. Ye specialized kaam jaise subsea construction, cable laying sab sambhalega.
Yeh sab company ke 'Ambition 2031' plan ka hissa hai. Iske under, woh 2031 tak apni fleet ko 136 se badha kar 200 vessels karne wale hain. Iske liye woh ₹11,000 se ₹13,000 crore tak invest karenge. Target hai ki marine business se ₹6,000 crore ka revenue aaye.
Europe ka subsea aur offshore market kaafi grow ho raha hai, aur yeh USD 18.73 billion tak pahunch sakta hai 2033 tak. Lekin bhai, competition bhi kam nahi hai. Subsea 7, TechnipFMC, aur Saipem jaise bade players pehle se hain jinke paas kaafi experience hai.
Lekin yeh bada move financial aur operational risk bhi laata hai. ₹13,000 crore ka investment kafi bada amount hai. Aur haan, May 12, 2026 ko company ka stock 4.39% gir gaya tha, ₹1,689.00 par band hua. Iske pichhe global market ki problems aur Adani Group ko lekar concerns the.
Kuch analysts abhi bhi 'Strong Buy' rating de rahe hain jiska target ₹1,833 hai, lekin JM Financial ne ise 'Add' rating di hai aur target ₹1,855 rakha hai.
Overall, Adani Ports specialized European subsea operations mein ja kar ek naya niche banana chahta hai. FY31 tak 200 vessels aur ₹6,000 crore revenue ka target achieve karne ke liye execution aur risk management bohot important hoga. Analysts expect kar rahe hain ki company ka net debt to EBITDA ratio 2.5x ke aas paas rahega FY26-FY27 tak.