Adani Ports Share: Q3 Results Ne Kiya Kamaal! Revenue **22%** Bhaga, FY26 Guidance Bhi Badha Di!

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AuthorIshaan Verma|Published at:
Adani Ports Share: Q3 Results Ne Kiya Kamaal! Revenue **22%** Bhaga, FY26 Guidance Bhi Badha Di!
Overview

Bro, Adani Ports ne Q3 mein apne investors ki toh chandi karwa di! Company ka revenue **22%** upar bhaga hai, **₹9,705 Crore** tak pahunch gaya. Profit bhi **21%** badhkar **₹3,043 Crore** ho gaya, aur poori saal ki FY26 guidance bhi increase kar di hai!

Adani Ports ke Q3 Ke Numbers Kya Bolte Hain?

Bhai, Adani Ports ne Q3 FY26 mein zabardast performance di hai. Consolidated revenue 22% saal-dar-saal badhkar ₹9,705 Crore ho gaya. EBITDA bhi 20% upar hai, ₹5,786 Crore par pahuncha hai, aur EBITDA margin 60% maintain kiya hai. Profit After Tax (PAT) mein bhi 21% ki tezi aayi, jo ₹3,043 Crore ho gaya.

Sirf Q3 hi nahi, pehle 9 mahine (9M FY26) mein bhi revenue 24% badhkar ₹27,998 Crore raha aur EBITDA 20% badhkar ₹16,832 Crore ho gaya. EBITDA margin 60% raha.

Cargo Volume Mein Bhi Dhamaka!

Company ne 123 Million Metric Tonnes (MMT) cargo handle kiya Q3 mein, jo 9% zyada hai pichhle saal se. Pehle 9 mahine mein total 367 MMT cargo handle kiya, jo 11% growth hai. Container segment mein toh yeh market leader hain, 45.8% India ka share inke paas hai Q3 mein.

Kaunse Segments Ne Zyada Kama Ke Diya?

  • Logistics: Is segment ka revenue 62% badhkar ₹1,121 Crore ho gaya.
  • Marine: Yeh segment toh rocket ban gaya, revenue 91% upar ₹773 Crore aur EBITDA 135% upar ₹428 Crore pahuncha hai.
  • International Ports: Q3 mein ₹1,000 Crore ka revenue cross kiya aur EBITDA double ho gaya.
  • Domestic Ports: Revenue 15% badha aur EBITDA all-time high par pahunch gaya, ₹4,877 Crore.

Aage Ke Liye Kya Plan Hai? (Guidance Update)

Company ne FY26 ke liye apni revenue guidance ₹38,000 Crore kar di hai, pehle yeh ₹36,000-38,000 Crore thi. EBITDA guidance bhi ₹800 Crore badha di hai, ab yeh ₹22,800 Crore hai. Capex budget ₹11,000-12,000 Crore par steady hai.

Long term mein, company ka target hai FY29 tak revenue ₹65,500 Crore aur EBITDA ₹36,500 Crore tak pahunchana. FY26 ke liye cargo volume guidance 505-515 MMT ke beech hai.

Loan Aur Cash Ka Kya Scene Hai?

December 31, 2025 tak gross debt ₹53,097 Crore tha, lekin cash balance bhi achha ₹11,807 Crore hai. Net Debt to EBITDA ratio 1.9x hai, jo ki 2.5x policy limit ke andar hai. Debt maturity ko bhi 5.6 saal tak extend kiya hai.

Naye Deals Aur Future Plans

Adani Ports ne Australia mein NQXT Australia ka acquisition poora kar liya hai. Vizhinjam port mein Phase 2 construction chal rahi hai (₹16,000 Crore ka investment). Dighi Port par auto export facility ke liye Motherson Group aur Karaikal Port par edible oil handling ke liye Tvarur Oils ke saath partnership ki hai. Kochi mein 1.3 Mn sq. ft. ka naya logistics park bhi bana rahe hain.

Sabse badi baat, credit rating agencies jaise JCR ne 'A-/Stable' rating di hai, aur Moody's, Fitch, S&P ne bhi outlook ko 'Stable' ya 'Positive' kar diya hai. Ye sab company ke strong performance ko dikhata hai.

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