 surged to a fresh lifetime high on Monday, touching ₹1,748 on the NSE.){kind=link}
Shares of Adani Ports & Special Economic Zone (APSEZ) surged to a fresh lifetime high on Monday, touching ₹1,748 on the NSE. The rally, which marks a 17.2% year-to-date (YTD) gain, was triggered by a combination of strong monthly business updates and record-breaking annual financial performance.
April 2026: Operational Highlights
The company reported a significant jump in cargo handling for the first month of the new fiscal year:
- Total Cargo Volume: 43.1 MMT, representing a 15% Year-on-Year (YoY) growth.
- Growth Drivers: Both container volumes and dry cargo saw a robust 17% YoY increase.
- Logistics: Rail volumes stood at 48,490 TEUs, though this segment saw a 16% decline compared to the previous year.
FY26 Performance: Beating Financial Targets
APSEZ’s record high is backed by a stellar set of numbers for the financial year ended March 31, 2026. The company successfully outperformed its own upwardly revised guidance on several key financial metrics.
Financial Snapshot (Consolidated)
| Metric | FY26 Achievement | Growth (YoY) |
| Total Income | ₹40,854.36 Crore | 26.16% |
| Net Profit | ₹12,806.21 Crore | 15.45% |
| EBITDA | ₹22,851 Crore | Beating guidance of ₹22,800 Cr |
| Annual Revenue | ₹38,736 Crore | Target was ₹38,000 Cr |
Strategic Investments
The company demonstrated an aggressive expansion stance, incurring a Capital Expenditure (Capex) of ₹15,000 crore for FY26. This significantly exceeded the initial guidance of ₹11,000–₹12,000 crore, signaling a strong focus on infrastructure and capacity building.
The Q4 Narrative
For the final quarter of FY26, APSEZ reported a 31% YoY revenue jump to ₹11,489 crore. Net profit for the quarter rose by 10.44%, reaching ₹3,328.96 crore. While total cargo volume for the full year (501 MMT) came in slightly shy of the 505–515 MMT guidance, the market has largely focused on the company’s superior revenue realization and EBITDA margins.
As the largest private port operator in India, Adani Ports continues to leverage its diversified cargo mix to maintain momentum despite global supply chain fluctuations.