Adani group stock in focus after its November operational volume grows by 14% YoY

Synopsis: The shares of this port company were in the limelight following the announcement made by the company regarding its operational highlights in the month of November, which showcased growth in various segments. 

The shares of this company, which is in the business of development, operations and maintenance of port infrastructure and has linked multi-product Special Economic Zones, had its shares in the news when the company in its press release stated its operational performance for the previous month. Let’s see how the company performed. 

With a market cap of Rs 3,27,595 crore, the shares of Adani Ports & Special Economic Zone Ltd are currently trading at a price of 1,516. The shares are trading at a PE of 27.3, whereas the industry PE is 26.4, and have given a return of 234% over the last 5 years.  

The company’s performance in the month of November is as follows: 

Adani Ports delivered a good performance in the month of November 2025, handling 41 MMT of cargo, which is a strong 14% jump from last year. Most of this momentum came from container movement, which grew a sharp 20%, along with steady gains in dry cargo, which is 10%. These numbers highlight the continued rise in trade activity and show how APSEZ’s wide network of ports is benefiting from both global and domestic demand.

For the year so far, the company has moved 325.4 MMT of cargo, up 11% YoY, with containers once again leading the way at 21% growth. This sustained performance reflects how APSEZ has positioned itself as a preferred gateway for India’s exporters and importers. While dry cargo growth has been more moderate at 5%, the overall trend shows that the company continues to outpace most of the wider industry and maintain its leadership in India’s port sector.

In the logistics business, the picture is a bit mixed. Rail volumes dipped 5% in November, and GPWIS bulk logistics fell 4%, showing some short-term softness. However, when looking at the full year so far, rail volumes are actually up 13%, and GPWIS is slightly positive at 1%, signalling that the broader logistics ecosystem is still expanding. Overall, despite monthly fluctuations, APSEZ continues to show strong operational health across both ports and logistics.

Financials and more. 

The revenue from operations stands at Rs 7,067 crore in Q2 FY25 and Rs 9,167 crore in Q2 FY26, showcasing a YoY growth of 30%. Along with the sales, the profits also grew from Rs 2,413 crore in Q2 FY25 to Rs 3,120 crore in Q2 FY26, growing by 29%. 

Adani Ports and Special Economic Zone (APSEZ) has grown into India’s most powerful logistics and port player, offering a seamless “shore-to-door” experience that connects ships, ports, rail, trucks, and warehouses into one smooth chain. With 15 major ports and terminals across India’s coastline, a fleet of 127 vessels and a vast logistics network that includes multi-modal parks, large warehouses, and over 25,000 trucks through partners, the company is built to move cargo quickly and efficiently across the country. Its mix of digital tools, automation, and infrastructure allows APSEZ to handle everything from container shipments to bulk cargo with ease.

What really stands out is APSEZ’s scale. With a cargo handling ability of 633 million tonnes a year, the company manages nearly one-third of India’s total port volumes—a level of dominance few companies in the logistics sector achieve. As India’s trade continues to grow, APSEZ is well-positioned to ride that wave, especially with the country expected to reach 1 billion tonnes of port cargo by 2030.

Globally, too, APSEZ is earning recognition. It ranks among the top 5% of transportation and logistics companies worldwide, and several of its ports feature in the World Bank’s global port performance index, highlighting its operational efficiency. By combining scale, modern infrastructure, and integrated logistics solutions, APSEZ has become a central force in India’s trade ecosystem—moving goods faster, smoother, and smarter.

Written by Leon Mendonca. 

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