How Did Adani Ports Achieve 29% Net Profit Growth in Q2 While Revenue Soars by 30%?
                                    
                                    
                                    
                                Synopsis
Key Takeaways
- 29% net profit growth in Q2 FY26.
 - 30% revenue increase to Rs 9,167 crore.
 - Domestic ports achieved a 74.2% EBITDA margin.
 - Logistics revenue grew 92% YoY.
 - Fitch Ratings upgraded to Stable.
 
Ahmedabad, Nov 4 (NationPress) Adani Ports and Special Economic Zone Limited (APSEZ) announced impressive financial outcomes for the July-September quarter (Q2 FY26), showcasing a 29% net profit increase to Rs 3,120 crore compared to the previous year, alongside a 30% revenue boost to Rs 9,167 crore.
In the first half of FY26, Adani Ports reported a 17% profit after tax (PAT)Rs 6,431 crore from the previous year.
The leading player in the Adani Group recorded Q2 EBITDA at Rs 5,550 crore, marking a 27% year-on-year increase, while the EBITDA for H1 FY26 (April-September) reached Rs 11,046 crore, an increase of over 20%.
Domestic ports achieved their highest-ever EBITDA margin of 74.2% for H1 FY26, while international ports reported record revenue and EBITDA of Rs 2,050 crore and Rs 466 crore, respectively, as per the company's announcement.
“Our robust, widespread growth trajectory underscores the effectiveness of our unparalleled Integrated Transport Utility value proposition. The logistics and marine sectors have maintained their remarkable growth trend, further enhancing our port-gate to customer-gate services,” stated Ashwani Gupta, Whole-time Director and CEO of APSEZ.
“The results reflect the success of our operational efficiency and capital optimization strategies, resulting in the strongest-ever domestic ports EBITDA margin and a significant boost in Logistics RoCE,” he added.
The logistics division exhibited exceptional performance, with H1 FY26 revenue soaring to Rs 2,224 crore, a 92% year-on-year growth. Marine operations also saw a phenomenal 213% increase to Rs 1,182 crore in H1 FY26.
Meanwhile, Fitch Ratings upgraded the 'Outlook' for Adani Ports to 'Stable' from 'Negative' and reaffirmed the rating at “BBB-”.
“Our ambition of evolving into an Integrated Transport Utility is accelerating. The strategic growth of our multi-modal capabilities—encompassing our expanding network of 12 logistics parks and 3.1 million square feet of warehousing, coupled with our growing trucking fleet and international freight services—illustrates how we are facilitating a seamless supply chain ecosystem,” Gupta explained.
Adani Ports serves as a global integrated multi-modal value chain enabler with a capacity of 633 MTPA, aiming for 1 billion tonnes throughput by 2030.
“The ongoing enhancement of our port capacities and our fleet of 127 vessels across the MEASA region, including expansion into West African waters, positions us as a true integrated player in the global supply chain. Being recognized among the top 5% of global transportation companies by S&P CSA2 reinforces our commitment to sustainability-driven operational excellence,” Gupta emphasized.
The company's shares were observed trading higher during the intra-day session at Rs 1,446.3 per share.