Overview
- APSEZ, which reported results Thursday, posted FY26 revenue of ₹38,736 crore, EBITDA of ₹22,851 crore and profit of ₹12,782 crore, with Q4 profit up about 10% on 26% higher revenue.
- Management guided FY27 revenue to ₹43,000–45,000 crore and EBITDA to ₹25,000–26,000 crore, with planned capital spending of ₹12,000–14,000 crore.
- The ports business handled about 500 million tonnes in FY26, while logistics revenue grew 55% and marine services rose 134% as additions in Australia’s NQXT and a Colombo ramp-up lifted volumes.
- Adani Enterprises posted a ₹221 crore net loss in Q4 as depreciation from the Navi Mumbai airport and a new copper plant hit results, though full-year profit rose 31% to ₹9,339 crore and about 80% of EBITDA came from core infrastructure and mining.
- APSEZ proposed a ₹7.5 dividend per share and AEL declared ₹1.30 per share, both with a June 12 record date, and AEL also approved raising up to ₹150 billion via a share sale to fund its expanding project pipeline.