Adani Ports & SEZ has announced a significant upward revision of its financial projections for FY26, signaling strong confidence in its operational performance and growth trajectory. The port operator has raised its earnings outlook while setting ambitious revenue targets for the upcoming fiscal year.

Revised Financial Projections

The company has updated its key financial forecasts for FY26, presenting a more optimistic outlook for stakeholders:

EBITDA Forecast Enhancement

Adani Ports has raised its FY26 EBITDA forecast to ₹2.28 billion, representing an increase of ₹8 billion from its previous estimates. This substantial upward revision reflects the company's improved operational efficiency and enhanced earnings potential across its port operations and logistics infrastructure.

Revenue Expectations

The company expects its FY26 revenue to reach ₹380 billion, demonstrating the scale of its operations and growth ambitions. This revenue projection underscores Adani Ports' position as a major player in India's port and logistics sector, with expectations of continued business expansion and operational excellence.

Adani Ports & SEZ Limited has reported comprehensive operational performance for January 2026, demonstrating robust growth in cargo handling alongside mixed results in its logistics operations. The port operator handled a total of 44.8 million metric tons of cargo during the month, marking a significant 12% increase compared to the same period in the previous year.

Cargo Performance Overview

The company's diversified cargo handling capabilities delivered impressive results across multiple categories. The overall cargo volume of 44.8 million metric tons reflects the port operator's strong operational efficiency and market positioning in India's maritime infrastructure sector.

Segment-wise Performance Analysis

The container segment emerged as a key growth driver, recording a 16% year-on-year increase. This performance indicates strong demand in containerized cargo movement, reflecting both domestic economic activity and international trade flows through the company's port facilities.

Liquids cargo demonstrated the highest growth rate at 21% year-on-year, showcasing the company's capabilities in handling petroleum products, chemicals, and other liquid commodities. This segment's strong performance aligns with India's energy import requirements and industrial demand.

Dry cargo operations contributed with an 8% year-on-year growth, maintaining steady performance in bulk commodities handling. This segment typically includes coal, iron ore, fertilizers, and other dry bulk materials essential for industrial operations.

Logistics Operations Performance

The company's logistics rail operations showed moderate growth with volume reaching 59,308 TEUs in January 2026, representing a 3% year-over-year increase. This performance indicates steady demand for rail-based cargo transportation services.

The GPWIS (Gujarat Pipavav Port Infrastructure Services) volume remained steady at 1.9 million metric tons, showing stable performance in this operational segment.

Operational Highlights

The comprehensive growth across major cargo categories demonstrates the port operator's balanced portfolio approach and operational versatility. The company's ability to handle diverse cargo types positions it well to capitalize on various trade flows and economic activities.

The January 2026 performance reflects the company's continued focus on operational excellence and infrastructure utilization. With cargo growth rates ranging from 8% to 21% across different segments, combined with steady logistics operations, the results indicate strong underlying demand and effective port management capabilities.