BSECompany Update3d ago · 28 Oct 2026, 12:43 pm

Press Release and Investor Presentation on Unaudited Financial Results for the quarter and half year ended September 30, 2026

Adani Ports and Special Economic Zone Ltd · 532921

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Adani Ports and Special Economic Zone Ltd has announced its unaudited financial results for the quarter and half year ended September 30, 2026, with consolidated revenue up 24% to ₹11,340 Cr and EBITDA up 23% to ₹6,807 Cr. The company has raised its FY27 revenue and EBITDA guidance by ₹1,000 Cr each to ₹44,000-₹46,000 Cr and ₹26,000-₹27,000 Cr, respectively, and has increased its capex guidance by ₹3,000 Cr to ₹15,000-₹17,000 Cr.

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Earnings Impact8/10
Growth Catalyst8/10
Governance Concern1/10
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Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment9/10

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Adani Ports and Special Economic Zone Ltd - 532921 - Announcement under Regulation 30 (LODR)-Press Release / Media Release

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Ref No: APSEZL/SECT/2026-27/85 October 28, 2026 BSE Limited National Stock Exchange of India Limited Floor 25, P J Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 532921 Scrip Code: ADANIPORTS Sub: Submission of Media Release and Investor Presentation on Unaudited Financial Results (Standalone and Consolidated) for the quarter and half year ended September 30, 2026 Dear Sir/Madam, In continuation to Outcome of Board Meeting dated October 28, 2026, we hereby submit: 1. Media Release dated October 28, 2026 on the Unaudited Financial Results (Standalone and Consolidated) for the quarter and half year ended September 30, 2026, as Annexure “A”. 2. Presentation on performance highlights of the Company for the Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter and half year ended September 30, 2026 as Annexure “B”. The same is being uploaded on the Company’s website at www.adaniports.com. You are requested to take the same on your records. Thanking you, Yours faithfully, For Adani Ports and Special Economic Zone Limited Kamlesh Bhagia Company Secretary Encl.: as above India International Exchange (IFSC) Limited (India Singapore Exchange Limited INX) SGX Centre Office Gujarat International Finance Tec-City, 2 Shenton Way, #02-02, SGX Centre 1, Gandhinagar, Gujarat Singapore 068804 NSE IFSC Limited (NSE IX), Unit-1301, Brigade International Financial Center, 13th Floor, Block-14, Road 1C, Zone-1, GIFT SEZ, GIFT CITY, Gandhinagar Gujarat – 382 355. Adani Ports and Special Economic Zone Ltd Tel +91 79 2555 4444 Adani Corporate House, Shantigram, Fax +91 79 2555 7177 Nr. Vaishno Devi Circle, S. G. Highway, Investor.apsezl@adani.com Khodiyar, Ahmedabad - 382421 www.adaniports.com Gujarat, India CIN: L63090GJ1998PLC034182 Registe red Office: Adani Corporate House, Shantigram, Nr. Vaishno Devi Circle, S. G. Highway, Khodiyar, Ahmedabad - 382421, Gujarat, India Annexure - A BSE: 532921 | NSE: ADANIPORTS | Bloomberg: ADSEZ:IN | Reuters: APSE.NS One platform, four growth engines APSEZ delivers 24% revenue and 23% EBITDA growth in Q2 FY27, raises FY27 revenue and EBITDA guidance band by ₹1,000 Cr each 2QFY27 at a glance • Consolidated revenue up 24% YoY to ₹11,340 Cr, EBITDA grew 23% YoY to ₹6,807 Cr, driven by growth across all businesses • Domestic ports revenue up 13% with robust EBITDA margin at 72.5%. International ports revenue up 71%, EBITDA up 3.4x, EBITDA margin at record 47.7% • Logistics revenue up 21%, led by scale up of integrated “shore-to-door” network • Marine revenue up 57% YoY driven by global fleet expansion and foray into subsea services • Raises FY27 guidance based on strong H1 performance. Revenue guidance raised by ₹1,000 Cr to ₹44,000-₹46,000 Cr, EBITDA guidance up ₹1,000 Cr to ₹26,000-₹27,000 Cr • Capex guidance increased by ₹3,000 Cr to ₹15,000-₹17,000 Cr as APSEZ advances towards its Ambition 2031 goals • Strong balance sheet underpins accelerated growth: H1 operating cash flow of ₹13,327 Cr funded ₹10,521 Cr of investments, net debt-to-EBITDA at 1.8x notwithstanding ₹30,346 Cr capex over the last two years, liquidity remains robust with cash balance at ₹12,502 Cr October 28, 2026, Ahmedabad: Adani Ports and Special Economic Zone Limited (APSEZ) announced its results for the second quarter ended September 30, 2026. APSEZ’s strong Q2 performance, with consolidated revenue up 24% to ₹11,340 Cr and EBITDA up 23% to ₹6,807 Cr, underscores its transformation into India’s largest and amongst the world’s fastest growing Integrated Transport Operator, with multiple growth engines across Domestic and International Ports, Logistics, and Marine scaling simultaneously. Q2 FY27 & H1 FY27 key financials (consolidated) Particulars Q2 FY27 Q2 FY26 YoY H1 FY27 H1 FY26 YoY (₹ Cr) Revenue 11,340 9,167 24% 22,161 18,294 21% EBITDA 6,807 5,550 23% 13,347 11,046 21% PAT 3,682 3,120 18% 7,332 6,431 14% Comment by Ashwani Gupta, Whole-time Director & CEO “APSEZ’s ability to execute at scale with financial prudence enables us to pursue ambitious growth while leveraging balance-sheet strength and compounding cash flows. Against this backdrop, Q2FY27 was another stellar quarter. Domestic Ports continue to anchor our earnings, while International Ports, Logistics and Marine are emerging as powerful growth engines. Reflecting strong H1 performance, we are upgrading our FY27 guidance across revenue, EBITDA and capex. As we accelerate investments toward our Ambition 2031 objectives, our balance sheet remains exceptionally strong. We have deployed ₹30,346 Cr of capex over the past two years, including higher-than-planned investments in H1, while maintaining net debt-to-EBITDA at just 1.8x, underscoring the strength of our business model and capital discipline.” BSE: 532921 | NSE: ADANIPORTS | Bloomberg: ADSEZ:IN | Reuters: APSE.NS FY27 revenue, EBITDA and capex guidance upgraded Strong H1 performance has led APSEZ to raise its FY27 revenue and EBITDA guidance by ₹1,000 Cr each to ₹44,000–₹46,000 Cr and ₹26,000–₹27,000 Cr, respectively. APSEZ is simultaneously accelerating its investment program to deliver its FY31 Ambition of ₹91,500 Cr revenue and ₹52,000 Cr EBITDA, equivalent to 2.4x and 2.3x FY26 levels. Consequently, FY27 capex guidance has been raised by ₹3,000 Cr to ₹15,000–₹17,000 Cr, reflecting the higher pace of investment across the company’s growth initiatives. Figures in ₹ Cr FY27 guidance FY27 revised guidance 43,000 - 45,000 44,000-46,000 Revenue (11%-16% YoY growth) (14%-19% YoY growth) 25,000 – 26,000 26,000-27,000 EBITDA (9%-14% YoY growth) (14%-18% YoY growth) Capex 12,000 - 14,000 15,000 – 17,000 Net debt / EBITDA Up to 2.5x No change Multiple businesses – one integrated platform Q2 FY27 consolidated revenue grew 24% to ₹11,340 Cr and EBITDA rose 23% to ₹6,807 Cr reflecting strong, broad-based growth across all businesses. Q2 FY27 performance also demonstrates the impact of APSEZ’s transformation into an increasingly diversified transport and logistics platform, where multiple growth engines across ports, logistics, marine and international markets are scaling simultaneously. Revenue EBITDA Q2 FY27 Q2 FY26 YoY % Q2 FY27 Q2 FY26 YoY % Domestic ports 7,177 6,351 13% 5,201 4,688 11% International 1,839 1,077 71% 878 261 236% ports Logistics 1,273 1,055 21% 237 220 8% Marine 1,007 641 57% 447 338 32% SEZ 44 43 2% 44 43 2% Total 11,340 9,167 24% 6,807 5,550 23% BSE: 532921 | NSE: ADANIPORTS | Bloomberg: ADSEZ:IN | Reuters: APSE.NS Domestic ports: The earnings anchor Domestic Ports continued to provide scale, stability and strong cash generation. Revenue increased 13% YoY, supported by cargo growth and higher realizations. EBITDA margin remained best-in-class at 72.5%. Cargo volume during the quarter stood at 118 MMT, while APSEZ’s all-India cargo and container market share was at 27.3% and 44.4% respectively. Domestic ports’ capacity stood at 671 MMT. During the quarter, APSEZ secured 30-year concession for Paradip Port’s CQ-I and CQ-II dry bulk berths, adding 18 MMT of mechanized capacity. The addition strengthens APSEZ’s east coast network, enhances access to mineral-rich hinterlands and supports long-term cargo growth. During the quarter, APSEZ also commenced EXIM operations at the Vizhinjam port. International Ports: moving from scale-up to meaningful earnings contribution The International Ports portfolio sustained its strong momentum, delivering record revenue and EBITDA of ₹1,839 crore and ₹878 crore respectively, with the EBITDA margin reaching a record 47.7%. Volumes increased to 24 MMT from 10 MMT in Q2 FY26. The performance was led by the continued ramp-up of Colombo West International Terminal (CWIT) and Tanzania operations and contribution from NQXT Australia. CWIT handled 2 million TEUs within its first 18 months of operations, demonstrating strong customer confidence and operational scale. Building on the success of Phase I, APSEZ ina [Showing first 8,000 characters — download PDF for full document]