ADANIPORTS.NSE News

India’s Adani Ports and Special Economic Zone on Thursday flagged slower core earnings growth in fiscal 2027 due to U.S. tariffs and the Iran war, even as the country’s top private port operator posted a 20% rise in quarterly earnings on the same basis. Shares closed 0.9% higher on Thursday, after falling 3.9% to 1,596.80 rupees earlier in the day. Global trade flows have been significantly hit due to the U.S.-Iran conflict which began in late February and has led to the blockade of the Strait of Hormuz, a key waterway for world oil trade. The company’s core earnings for 2026 rose 20% to $2.41 billion from a year ago, while revenue climbed 25% to $4.08 billion. It said it expects core earnings growth of 9% to 14% in fiscal 2027, slower than the 20% growth recorded in 2026, and forecasts revenue growth of 11% to 16%. India’s Adani Ports raises annual earnings forecast, expects Australia terminal boost “Adani Ports’ fiscal 2026 volume and revenue growth was boosted by the acquisition of the NQXT terminal, which added about 35 million tons or roughly 8% to volumes and inflated growth to around 25%,” says Deven Choksey, managing director at DRChoksey FinServ.

… million metric tonnes (MMT) of cargo during FY26, becoming the first Indian … scaling trucking services and international freight network operations. Meanwhile, marine revenue … on Thursday, boosted by ‌growing cargo volumes. Comments Published on April …

Indian shares partly recovered from March’s steep selloff with gains in April, but Thursday’s decline highlighted lingering fragility as surging oil prices and a weakening rupee hurt sentiment. The Nifty 50 fell 0.74% to 23,997.55 and the BSE Sensex shed 0.75% to 76,913.50, while the rupee hit a record low after a jump in crude prices and a hawkish U.S. Federal Reserve. Indian markets will be shut on Friday for a holiday and reopen on Monday, May 4. Brent crude climbed to about $126 a barrel during the session, a four-year high, after Axios reported the U.S. military was set to brief President Donald Trump on new options against Iran. The move revived concerns over imported inflation and pressure on India’s external balances, weighing on equities and the rupee. Still, the Nifty and Sensex rose 7.5% and 6.9% in April, their best monthly performance since December 2023, partly recovering from March’s more than 11% slump. The mid-month Iran ceasefire, attractive valuations and an earnings season largely free of major negative surprises helped overpower record foreign outflows.

Adani Ports reported a strong financial performance for FY26, with revenue rising 25 percent year-on-year to Rs 38,736 crore and EBITDA increasing 20 percent to Rs 22,851 crore. The company also handled a record 500.8 million metric tonnes of cargo, becoming the first Indian integrated transport operator to cross the 500 MMT milestone, while exceeding its own financial guidance for the year.

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Analysts highlight Adani Ports’ strong fundamentals, improving cash flows, and steady uptrend, which could keep the stock’s momentum going.

The analyst advised caution on Zomato and DLF, recommending investors avoid these counters.

Analysts have highlighted an accumulation zone around ₹1,415–₹1,430.

SEBI’s clean chit on the Hindenburg allegations and Morgan Stanley’s bullish outlook is supporting the rally.