Adani Ports & SEZ Q2 Profit Jumps 29% as Integrated Transport Strategy Delivers

Overview

• APSEZ reported Q2 FY26 net profit of Rs 3,120 crore, up 29% year on year, with revenue rising 30% to Rs 9,167 crore.
• Logistics posted H1 FY26 revenue of Rs 2,224 crore, up 92%, as return on capital employed improved to 9% from 6% in FY25.
• Marine operations generated H1 revenue of Rs 1,182 crore, up 213%, after acquiring 12 vessels to lift the fleet to 127 and entering West Africa waters.
• The company outlined ongoing projects under its five-year plan, including Dhamra, Vizhinjam phase two, Kattupalli, Colombo phase two, and a Rs 6,000 crore Kochi logistics build, while the board approved acquiring Australia’s NQXT Port subject to regulatory clearances.
• Efficiency metrics improved with a 74.2% H1 domestic ports EBITDA margin and lifetime highs in international ports revenue and EBITDA, alongside sustainability milestones such as 12 ports certified zero waste to landfill and a top 5% S&P CSA sector ranking.