Adani Ports and Special Economic Zone Ltd

The key domestic indices ended with significant gains on Tuesday supported by decline in crude oil prices after US and Iran reached a ceasefire agreement. Investors' sentiment boosted due to softer rupee movement. Market participants will continue to monitor monsoon progress, foreign institutional investor (FII) activity, and inflation trends for further directional cues. The Nifty touched the 24,000 mark in late trade but pared some gains before the close, ending comfortably above the 23,950 level. Realty, IT and media shares advanced while metal, auto and pharma shares declined. As per provisional closing data, the barometer index, the S&P BSE Sensex jumped 544.15 points or 0.71% to 76,808.48. The Nifty 50 index climbed 135.25 points or 0.57% to 23,989.15. In the three consecutive trading sessions, the Sensex and Nifty rallied 4.03% and 3.57%, respectively. In the broader market, the BSE 150 MidCap Index gained 0.33% and the BSE 250 SmallCap Index added 0.48%. The market breadth was strong. On the BSE, 2,382 shares rose and 1,867 shares fell. A total of 180 shares were unchanged. The NSE's India VIX, a gauge of the market's expectation of volatility over the near term, declined 6.89% to 13.36. In the foreign exchange market, the rupee edged higher against the dollar. The partially convertible rupee was hovering at 94.5650 compared with its previous close of 94.5800 during the previous trading session. In the commodities market, Brent crude for August 2026 settlement declined $1.72 or 2.07% to $81.45 a barrel. Buzzing Index: The Nifty Realty index rallied 2.26% to 818.10. The index climbed 10.06% in the three consecutive trading sessions. Aditya Birla Real Estate (up 6.24%), Brigade Enterprises (up 5.52%), Prestige Estates Projects (up 3.36%), DLF (up 2.59%), Oberoi Realty (up 2.34%), Lodha Developers (up 1.97%), Sobha (up 1.71%), Godrej Properties (up 1.69%), Phoenix Mills (up 1.26%) and Anant Raj (up 0.63%) surged. Stocks in Spotlight: Shares of HCL Technologies rallied 3.65% after the company announced a strategic investment of Rs 1,427.25 crore in Bengaluru-based artificial intelligence startup Sarvam AI. The investment forms part of Sarvam AI's $300 million Series B funding round. The company said it has raised $234 million in the first close of the round at a post-money valuation of $1.5 billion, with HCL Tech participating as the lead strategic investor. The company will acquire a 10.46% stake in Sarvam AI through the purchase of 41,421 equity shares. The transaction, which is expected to be completed within two weeks, will be entirely funded through cash consideration. Adani Ports and Special Economic Zone (APSEZ) rose 0.88% after the company said that it has expanded its strategic partnership with Kaleris to drive next-generation capabilities across its ports and logistics network. The partnership is part of its broader 2030 objectives involving an outlay of $850 million towards decarbonisation, technology upgrades and an ambitious one billion tonnes of cargo handling capability per annum. Godavari Biorefineries rallied 5.58% after the company announced that the japanese patent office had granted a patent for its invention, 5-Hydroxy-1,4-Naphthalenedione, for use in the treatment of cancer. According to the company, the patent covers a novel class of compounds that have demonstrated strong inhibitory effects on cancer cells and cancer stem cells. The compounds have shown significant efficacy against multiple cancer types, including breast and prostate cancer, highlighting their potential therapeutic applications. Amir Chand Jagdish Kumar (Exports) added 0.66% after the company announced that Al Tasnim Group, one of the leading food distribution companies in the Sultanate of Oman, will distribute Aeroplane Rice products in Oman. Through this partnership, Al Tasnim Group will leverage its extensive distribution network and market expertise to strengthen the presence of Aeroplane Brand products among consumers, retailers, and food service channels throughout the Sultanate. Indian Railway Catering and Tourism Corporation (IRCTC) rose 1.09%. The company said Sudhir Kumar, GM (Finance), has ceased to be CFO, KMP and senior management personnel with effect from 15 June 2026. Bandhan Bank rallied 2.70%. The bank said that its board has approved the proposal for sale of identified non-performing assets (NPA) that have principal outstanding amounting to Rs 303.74 crore to asset reconstruction companies. In a regulatory filing made post market hours on Monday (15 June 2026), the private sector lender informed that its board of directors has approved the proposal for sale of identified Non-Performing Assets ('NPA') with more than 180 Days Past Due ('DPD'), pertaining to the Housing Finance Portfolio of the Bank. Dhanlaxmi Bank shed 0.28%. The bank has appointed Krishnakumar K as its chief financial officer (CFO) in the grade of General Manager, replacing Kavitha T.A. Krishnakumar is a Fellow Member of the Institute of Chartered Accountants of India and brings nearly three decades of banking and financial services experience. He spent 30 years at Federal Bank, including 22 years overseeing financial reporting and taxation functions, and retired as Executive Vice President. Mini Diamonds (India) (MDIL) surged 7.93% after the company announced that it had secured a significant domestic order worth Rs 16.25 crore from Mumbai-based Aura Diamond for the supply of cut and polished natural diamonds. According to the company, the order was received on 16 June 2026 and is scheduled to be executed within four months from the date of the order. Payment for the consignment is expected to be made within 150 days from the completion of the order. Inox Wind (IWL) rose 1.27% after the company announced that it has signed a memorandum of understanding (MoU) with Inox Clean Energy (Inox Clean) for the supply of 1,500 MW of wind turbines. Under the agreement, IWL will supply its 3.3 MW and 4X MW wind turbine generators for renewable energy projects being developed by Inox Clean across India. Global Markets: US Dow Jones futures were up 46 points, indicating a positive start for Wall Street later today. European market advanced while Asian market ended higher on Tuesday as investors continued to assess the details of a potential deal between the U.S. and Iran to end the ongoing conflict. Early this week, President Donald Trump announced that the U.S. and Iran had reached a deal to end the war in the Middle East. Pakistani Prime Minister Shehbaz Sharif said that both sides have declared the termination of their military operations on all fronts, with an official signing ceremony to take place this Friday in Switzerland. A senior Trump administration official has reportedly said that the memorandum of understanding was already signed electronically on Sunday. The president also said that the key Strait of Hormuz passageway would reopen on Friday, sending oil prices down nearly 5% on Monday. Vice President JD Vance reportedly said that the strait would 'be opened in a toll-free way for the long term.' Meanwhile, the Bank of Japan (BOJ) hiked the policy rates to 1.0%, this marks a 31-year high for interest rates. This is the BOJ's first hike since December, when it raised rates to its current level of 0.75%, and the first time since 1995 that rates have been raised to 1%. Further, China's retail sales fell for the first time in more than three years in May, signaling a deepening economic slump, according to data released Tuesday by the National Bureau of Statistics. Retail sales, a gauge of consumption, declined in May for the first time since December 2022, dropping 0.6% from a year earlier. Industrial output was the lone bright spot, rising 4.5% in May to top widely reported estimates of 4.3% growth and rebounding from April's near three-year low of 4.1%. The Chinese national unemployment rate fell to 5.1% in May, compared with 5.2% in April. The Reserve Bank of Australia held rates at 4.35% Tuesday, while stating that it was ready to hike to manage its mandate for price stability and full employment. Overnight on Wall Street, stocks rose on Monday to kick off the holiday-shortened trading week as SpaceX extended its rally and after President Donald Trump announced that an agreement had been reached to end the war between the U.S. and Iran. The Dow Jones Industrial Average added 468.77 points, or 0.92%, for a record close of 51,671.03. The 30-stock index also hit a new all-time intraday high during the session. The S&P 500 climbed 1.65% to 7,554.29, while the Nasdaq Composite popped 3.07% to end at 26,683.94.Powered by Capital Market - Live

Adani Ports and Special Economic Zone (APSEZ) has expanded its strategic partnership with Kaleris to drive next-generation capabilities across its ports and logistics network. The partnership is part of its broader 2030 objectives involving an outlay of USD 850 million towards decarbonisation, technology upgrades and an ambitious one billion tonnes of cargo handling capability per annum. The multi-year agreement will see Kaleris deploy its foundational terminal operating system and AI-augmented advanced container handling and optimisation solutions across 15 APSEZ container terminals spanning nine domestic and international ports. Building on Phase 1 deployments across six ports, APSEZ will now scale advanced operating, planning, optimisation and automation capabilities across its maritime and logistics network, creating a unified digital backbone to enhance efficiency, consistency and end-to-end visibility. The deployment of Kaleris' Advanced Optimization is expected to deliver tangible efficiency gains -- up to 20% improvement in Rubber Tyred Gantry (RTG) crane productivity, and up to 14% improvement in terminal truck productivity, reinforcing APSEZ's ambition to build a technology-led integrated transport platform and scale efficiently for long-term growth.

The partnership is part of its broader 2030 objectives involving an outlay of $850 million towards decarbonisation, technology upgrades and an ambitious one billion tonnes of cargo handling capability per annum. The multi-year agreement will see Kaleris deploy its foundational terminal operating system and AI-augmented advanced container handling and optimisation solutions across 15 APSEZ container terminals spanning nine domestic and international ports. Building on phase-1 deployments across six ports, APSEZ will now scale advanced operating, planning, optimisation and automation capabilities across its maritime and logistics network, The deployment of Kaleris' advanced optimization is expected to deliver tangible efficiency gains, which would be up to 20% improvement in rubber tyred gantry (RTG) crane productivity, and up to 14% improvement in terminal truck productivity. Ashwani Gupta, whole-time director and chief executive officer (CEO), APSEZ, said: AI enabled automation will define the next frontier of competitiveness in ports and logistics. While APSEZ has already deployed an end-to-end digital platform from shore to door, which provides seamless track-and-trace and integrated command and control capabilities, the Kaleris integration will enhance productivity, improve turnaround time, and consistently deliver a superior customer experience.' APSEZ is the largest private port operator in India. The company had reported 10.44% jump in consolidated net profit to Rs 3,328.96 crore on 26.5% increase in revenue from operations to Rs 10,737.58 crore in Q4 FY26 over Q4 FY25. Powered by Capital Market - Live

The key equity barometers traded with major losses in early afternoon trade amid escalating geopolitical tensions in the Middle East and a sharp rise in crude oil prices. Concerns were further amplified after the central bank trimmed its FY27 GDP growth forecast to 6.6% from around 6.9% and raised its inflation projection to about 5.1%. Nifty traded below the 23,250 mark. Auto shares witnessed profit booking after advancing in the past four trading sessions. At 12:25 IST, the barometer index, the S&P BSE Sensex declined 447.42 points or 0.60% to 73,795.92. The Nifty 50 index fell 146.60 points or 0.63% to 23,218.75. In the broader market, the BSE 150 MidCap Index dropped 0.66% and the BSE 250 SmallCap Index slumped 0.98%. The market breadth was positive. On the BSE, 1,486 shares rose and 2,648 shares fell. A total of 222 shares were unchanged. In the commodities market, Brent crude for August 2026 settlement rose $4.54 or 4.88% to $97.63 a barrel after Israel launched fresh attacks on Lebanon over the weekend despite a ceasefire, raising concerns over regional stability and the smooth flow of oil shipments through the strategically important Strait of Hormuz. Derivatives: The NSE's India VIX, a gauge of the market's expectation of volatility over the near term, fell 2.12% to 15.55. The Nifty 30 June 2026 futures were trading at 23,287.20, at a premium of 68.45 points as compared with the spot at 23,218.75. The Nifty option chain for the 30 June 2026 expiry showed a maximum call OI of 83.9 lakh contracts at the 24,000 strike price. A maximum put OI of 47.5 lakh contracts was seen at the 23,000 strike price. Buzzing Index: The Nifty Auto index declined 1.11% to 25,875.05. The index jumped 1.06% in the past four trading sessions. Ashok Leyland (down 2.52%), Exide Industries (down 2.14%), Tata Motors Passenger Vehicles (down 2.14%), Uno Minda (down 1.91%), Sona BLW Precision Forgings (down 1.78%), Mahindra & Mahindra (down 1.63%), Samvardhana Motherson International (down 1.37%), TVS Motor Company (down 1.13%), Bajaj Auto (down 0.72%) and Bharat Forge (down 0.41%) declined. Stocks in Spotlight: Adani Ports and Special Economic Zone (APSEZ) shed 0.11%. The company said that it has secured a 10-year marine services contract for Argentina's first liquefied natural gas (LNG) export project. Zee Entertainment Enterprises rose 2.07% after the company announced that its board will meet on Wednesday, 19 June 2026 to consider raising funds through the issuance of equity shares through various modes in one or more tranches.Powered by Capital Market - Live

This contract marks the company's entry into South America and expands its global marine services footprint. The contract has been awarded to APSEZ's step-down subsidiary, Adani Harbour International FZCO, in a consortium with Argentina-based Meridian Group following a global competitive tender conducted by Southern Energy S.A. (SESA). Under the agreement, the consortium will provide end-to-end marine services, including tugboat operations for LNG carriers, offshore logistics and supply support, and crew transfer services. The operations will be supported by four high-specification tugboats, one anchor handling tug supply vessel, and one crew boat. The Southern Energy FLNG project, being developed by a joint venture between Golar LNG and Pan American Energy (PAE), is located in Argentina's R'o Negro Province and will liquefy natural gas aboard the FLNG vessel Hilli Episeyo. Commercial operations are expected to begin in September 2027. In its first phase, the project is expected to produce 2.45 million tonnes (MT) of LNG annually, making it Argentina's first operational LNG export facility. Argentina is emerging as a key LNG supplier, with agreements in place to export up to 10 MT annually to India from 2027, highlighting the strategic importance of the project in global energy trade flows. Ashwani Gupta, Whole-time Director and Chief Executive Officer (CEO), APSEZ, said: 'This project reflects our growing capability to support large-scale energy infrastructure projects across geographies. With marine operations in 12 countries and a growing fleet of marine assets supporting ports, LNG terminals, national oil companies, refineries and offshore facilities, we bring deep operational expertise to complex maritime environments. By combining these capabilities with strong local partnerships, we are helping create reliable maritime ecosystems that enable new energy trade corridors and strengthen longterm supply resilience.' APSEZ is the largest private port operator in India. It reported 10.44% jump in consolidated net profit to Rs 3,328.96 crore on 26.5% increase in revenue from operations to Rs 10,737.58 crore in Q4 FY26 over Q4 FY25. The scrip rose 0.47% to Rs 1,831.75 on the BSE. Powered by Capital Market - Live

Adani Ports and Special Economic Zone has secured a 10-year marine services contract for Argentina's first liquefied natural gas (LNG) export, marking its entry into South America and expanding its international marine services footprint. The contract has been awarded to APSEZ's step-down subsidiary, The Adani Harbour International FZCO, through a consortium with Argentina-based Meridian Group following a global competitive tender process conducted by Southern Energy S.A. (SESA). The award strengthens APSEZ's presence across international energy logistics value chains and underscores its growing capabilities in specialised marine services. Under the agreement, the consortium will provide end-to-end marine services, including tugboat operations for LNG carriers, offshore logistics and supply support and crew transfer services. The scope will be supported by four high-specification tugboats, one anchor handling tug supply vessel and one crew boat. The Southern Energy FLNG project is being developed by SESA, a joint venture between Golar LNG and Pan American Energy (PAE). Located in the San Mat'as Gulf in Argentina's R'o Negro Province, the project will liquefy natural gas from the General San Martin pipeline aboard the Floating Liquefied Natural Gas (FLNG) vessel Hilli Episeyo, with commercial operations expected to begin in September 2027. In its first phase, the project is expected to produce 2.45 MT of LNG annually, equivalent to approximately 28 cargoes per year, making it Argentina's first operational LNG export project. The contract will be executed through Meridian Transportes Mar'timos S.A., the 51:49 joint venture between Adani Harbour International FZCO and Meridian Group.

In a regulatory filing on 5 June 2026, the company said its step-down subsidiary, The Adani Harbour International FZCO, has incorporated Harbour International Shipping FZCO in the UAE. The newly incorporated entity will be engaged in ship management and operations. APSEZ said the subsidiary has been established to conduct offshore operations locally and support the company's strategy of diversifying its global fleet. According to the filing, Harbour International Shipping FZCO was incorporated on 5 June 2026 with an authorised capital of 100 shares of AED 1,000 each. The Adani Harbour International FZCO holds 100% of the shares in the new entity. The company said the incorporation aligns with its objective of expanding the geographic reach of its marine business and strengthening its integrated marine platform. APSEZ added that no governmental or regulatory approvals were required for the incorporation. APSEZ is the largest private port operator in India. It reported 10.44% jump in consolidated net profit to Rs 3,328.96 crore on 26.5% increase in revenue from operations to Rs 10,737.58 crore in Q4 FY26 over Q4 FY25. The counter advanced 1.82% to settle at Rs 1823.10 on Friday, 5 June 2026. Powered by Capital Market - Live

Adani Ports & Special Economic Zone announced that Astro Middle East Ship Management DMCC, step down subsidiary of Sunrise Worldwide Enterprise in which The Adani Harbour International FZCO (step down subsidiary of the Company) holds 80% stake, has incorporated a Wholly Owned Subsidiary (WOS), namely, Astro Ship Management Angola (SU) LDA on 18 May 2026 (certificate received on 20 May 2026).

Adani Ports & Special Economic Zone has entered into a share purchase agreement with Jaiprakash Associates for acquisition of 100% stake in Jaypee Fertilizers & Industries (JFIL). JFIL is the holding company of Kanpur Fertilizers and Chemicals (KFCL) (which has certain industrial and commercial lands in Kanpur). KFCL holds ~243 acres of land in Kanpur, strategically ideal for development of a world-class logistics park and warehousing facilities aligned with the Company's logistics business. The acquisition shall further consolidate Company's inland logistics presence and service capabilities in North India. The acquisition aligns with Company's ambition to expand its MMLP network from 12 to 16 and warehousing capacity by c.4x by the year 2031. The aforesaid acquisition is being undertaken as per the terms of the Approved Resolution Plan for Jaiprakash Associates submitted by Adani Enterprises and is expected to be consummated on the 'Effective Date' under the Approved Resolution Plan.

Profit before exceptional items and tax rose 5.77% YoY to Rs 3761.58 crore in the quarter ended 31st March 2026. The company reported exceptional loss of 61.62 crore during the quarter. EBITDA stood at Rs 6,020 crore in Q4 FY26, up 20% compared with Rs 5,006 crore in Q4 FY25. On annual basis, the company's consolidated net profit jumped 15.45% to Rs 12,806.21 crore on 27.11% increase in revenue from operations to Rs 38,735.77 crore in FY26 over FY25. Revenue from domestic ports grew 13% YoY to Rs 25,755 crore in FY26, led by 45.5% container market share. As of 31st March 2026, domestic ports capacity stood at 653 MMT. FY26 RoCE at 23% (21% in FY25). Revenue from international ports stood at Rs 4,539 crore, up 34% YoY in FY26. EBITDA margins stood at 28.6% in FY26 as against 13.7% in FY25. Logistics business delivered FY26 revenue growth of 55% YoY to Rs 4,478 crore compared with Rs 2,881 crore in FY25, led by accelerated ramp up across asset-light Trucking services and asset-zero International Freight network solutions. During FY26, Marine operations delivered robust 134% YoY revenue to Rs 2,681 crore compared with Rs 1,144 crore in FY25, driven by offshore support vessel acquisitions in the Middle East, Africa, South Asia (MEASA) and India waters and backed by take-or-pay contracts with Tier-1 customers. For FY27, the company has guided revenue growth of 11% -16% with revenue expected in the range of Rs 43000 crore- 45000 crore. EBITDA is projected at Rs 25,000 -26000 crore, implying the growth between 9%-14%, capex is estimated between Rs 12000- 14000 crore while net debt/EIBTDA is expected to be up to 2.5x. Ashwani Gupta, whole-time director & CEO, said, 'Our strong performance during the quarter underscores the resilience of our business model and the disciplined execution of our strategy. Despite the geopolitical volatility and ongoing global tariff uncertainty, we surpassed our FY26 guidance, led by record 500 MMT port cargo volumes. Logistics and Marine businesses also grew rapidly at 55% and 134% respectively during the year. APSEZ has built a strong platform to more than double revenue and EBITDA by FY31. This is underpinned by us reaching one billion tonnes of port cargo by December 2030, rapid scale-up of asset-light & asset zero services, and expansion of marine fleet. Disciplined capital allocation will ensure that future capex is funded via internal accruals, while preserving flexibility for selective inorganic growth.' Meanwhile, the company's board recommended a dividend of Rs 7.50 per share of Rs 2 each fully paid-up for the financial year 2025-26. The company has fixed record date as Friday, 12 June 2026. The said dividend, if declared by the shareholders at the ensuing AGM, shall be paid on or after June 25, 2026. Adani Ports and Special Economic Zone (APSEZ) is the largest private port operator in India. APSEZ operates a portfolio of 15 domestic ports/terminals with an international presence at 4 global ports/terminals. Along with its port operations, it has its wide logistics network and offers various port-based marine services to its owned ports/terminals as well as other ports. The counter rose 0.98% to end at Rs 1677 on the BSE.Powered by Capital Market - Live