Adani Ports Share Price: Revenue Toh Bhaga, Par Margins Ne Kiya Pareshan! Kya Karein Investors?

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AuthorKavya Nair|Published at:
Adani Ports Share Price: Revenue Toh Bhaga, Par Margins Ne Kiya Pareshan! Kya Karein Investors?
Overview

Adani Ports ne March quarter mein revenue **26.5%** bhaga kar **₹10,737 Crore** kiya, aur profit bhi **10.4%** badhaya. Lekin margins **56.2%** tak gir gaye, jis se stock **3.5%** neeche aa gaya.

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Revenue Toh Bhaga, Par Margins Ne Kiya Pareshan!

Adani Ports and Special Economic Zone (APSEZ) ne March quarter mein kamaal kar diya, revenue 26.5% bhaga kar ₹10,737 Crore tak pahuncha diya. Profit bhi 10.4% badha aur ₹3,329 Crore ho gaya. Cargo handling mein toh record 500.8 MMT se zyada ka ho gaya!

Lekin yaar, asal chinta margins ki hai. EBITDA margins 58.9% se gir kar 56.2% ho gaye hain. Iska reason company ka logistics aur international businesses mein zyada invest karna hai, jahan profit margins kam hote hain compared to domestic ports. Upar se, capital expenditure (capex) bhi guidance se zyada ho gaya, lagbhag ₹15,320 Crore kharch ho gaye, jabki guidance ₹11,000–12,000 Crore ka tha.

Is wajah se, earnings aane ke baad stock 3.5% se zyada neeche gir gaya. Investors ko margin compression aur capex overruns ki chinta hai.

Par analysts ka confidence abhi bhi high hai. Unka consensus 'Strong Buy' hai aur average target price ₹1,833 ke aas-paas hai, matlab abhi bhi 10% se zyada upside dikh raha hai. Company ne ₹7.5 per share ka dividend bhi announce kiya hai. Aage ke liye FY27 mein revenue ₹43,000–45,000 Crore aur EBITDA ₹25,000–26,000 Crore ka target rakha hai. JSW Infrastructure aur CONCOR jaise competitors ke saamne APSEZ ki valuations abhi bhi reasonable lagti hai.

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