Adani Ports and Special Economic Zone Ltd

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

Adani Ports & Special Economic Zone announced that the 27th Annual General Meeting(AGM) of the company will be held on 24 June 2026.

Net profit of Adani Ports & Special Economic Zone rose 10.44% to Rs 3328.96 crore in the quarter ended March 2026 as against Rs 3014.22 crore during the previous quarter ended March 2025. Sales rose 26.50% to Rs 10737.56 crore in the quarter ended March 2026 as against Rs 8488.44 crore during the previous quarter ended March 2025. For the full year,net profit rose 15.45% to Rs 12806.21 crore in the year ended March 2026 as against Rs 11092.31 crore during the previous year ended March 2025. Sales rose 24.64% to Rs 38735.77 crore in the year ended March 2026 as against Rs 31078.60 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales10737.568488.44 26 38735.7731078.60 25 OPM %56.0658.97 -58.9961.21 - PBDT5376.224741.07 13 20573.6417658.01 17 PBT3761.583556.34 6 15056.2613279.08 13 NP3328.963014.22 10 12806.2111092.31 15 Powered by Capital Market - Live

Adani Ports & Special Economic Zone announced that the Board of Directors of the Company at its meeting held on 30 April 2026, has recommended a Final Dividend of Rs.7.50 per share (i.e.375%), subject to the approval of the shareholders.