Adani Ports and Special Economic Zone Ltd

• FY26 revenue grew 25% to ₹38,736 Cr, EBITDA up 20% at ₹22,851 Cr • Handled over 500 million metric tonnes of port cargo • Domestic ports revenue up 13%, international ports revenue up 34% • Board proposes ₹7.5 dividend per share for FY26

📊 Financial Highlights

• FY26 revenue: ₹38,736 Cr (+25% YoY); EBITDA: ₹22,851 Cr (+20% YoY)
• PAT: ₹12,782 Cr (+16%)
• Q4 FY26 revenue: ₹10,738 Cr (+26% YoY); EBITDA: ₹6,020 Cr (+20% YoY)

⚓ Operational Performance

• Port cargo volume surpassed 500 million metric tonnes (record)
• Domestic ports revenue +13%, market share rose to 27.1%
• International ports revenue +34%, led by new terminals (NQXT & CWIT)
• Logistics revenue +55%, growth in trucking and freight services
• Marine revenue +134%, EBITDA +125%, fleet size at 136 vessels

📈 Performance Ratios

• Domestic RoCE at 23% (up from 21%)
• International RoCE at 8% (up from 6%)
• Overall RoCE at 16% (up from 15%)

💰 Financial Position & Capital Management

• Gross debt ₹55,103 Cr; cash ₹12,193 Cr; net debt/EBITDA at 1.9x
• FY26 capex ₹15,320 Cr, higher than guided ₹11,000-12,000 Cr
• Bond buyback programs completed for debt optimization

🎯 Strategic Outlook

• Targeting to double revenue & EBITDA by FY31
• Goal of 1 billion tonnes port cargo by Dec 2030
• Focus on asset-light services and expanding marine fleet

💵 Dividend

• Proposed dividend of ₹7.5 per share for FY26

📢 CEO Commentary

Strong performance despite global volatility; growth across segments; disciplined execution and capital allocation to support future growth.

This detailed update informs about the company’s growth, operational scale, and future strategy, useful for investors seeking to understand the company’s performance and outlook.