Скачать или смотреть Adani Group Q3 Results Mega Analysis.AEL PAT Jumps 9,771%, APSEZ Raises Guidance, Complete Breakdown

📊 Adani Group Q3 Results Mega Analysis | AEL PAT Jumps 9,771%, APSEZ Raises Guidance | Complete Breakdown

Adani Group's flagship companies report strong Q3 FY26 results – Adani Enterprises shows spectacular profit growth while Adani Ports raises EBITDA guidance. Here's the comprehensive analysis.

---

📈 ADANI ENTERPRISES (AEL) Q3 FY26:

🚀 SPECTACULAR PROFIT GROWTH:

✅ Net Profit: ₹5,627 crore – +9,771% YoY (₹57 crore last year)
✅ One-time Gain: ₹5,632 crore from partial stake sale in Adani Wilmar to Wilmar Singapore
✅ Core Profit (pre-exceptional): ₹1,300 crore
✅ Revenue: ₹24,819 crore – +8.6% YoY
✅ EBITDA: ₹4,297 crore – +15% YoY

---

🔍 OPERATIONAL HIGHLIGHTS (AEL):

1. Solar Module Sales: 997 MW – +40% YoY (tracking 1 GW+ per quarter)
2. Wind Division: Started 3.3MW WTG model supply – 12 sets delivered
3. Data Centres: Pune Phase I (9.6MW) & Hyderabad Phase II (4.8MW) operational
4. Coal Trading Segment: Revenue down 22.5% (renewables transition impact)

---
q
⚓ ADANI PORTS (APSEZ) Q3 FY26:

📊 STRONG PERFORMANCE:

✅ Net Profit: ₹3,054 crore – +21% YoY
✅ Revenue: ₹9,705 crore – +22% YoY
✅ EBITDA: ₹5,786 crore – +20% YoY
✅ Margin: Stable at 60% (industry-leading)

---

🎯 GUIDANCE RAISED:

· FY26 EBITDA Guidance: Increased by ₹800 crore to ₹22,800 crore
· Reason: Sustained momentum + consolidation of NQXT acquisition (50 MTPA deep-water terminal)

---

🚢 OPERATIONAL HIGHLIGHTS (APSEZ):

1. Cargo Handling: 123 MMT – +9% YoY
2. Market Share: All-India cargo – 26.4%, Container – 45.8%
3. Domestic Ports: EBITDA lifetime high – ₹4,877 crore
4. International Ports: Revenue +20% YoY to ₹1,067 crore (Colombo performing well)
5. Leadership Change: New CFO – Sreedhar Krishna Menon appointed

---

📊 9-MONTH FY26 PERFORMANCE (AEL):

· Net Profit: ₹9,560 crore – +193% YoY
· Revenue: ₹68,029 crore – slight dip from ₹70,928 crore last year

---

📈 STOCK PERFORMANCE:

· Adani Enterprises: Recent volatility – crashed 10% last Friday (profit-booking)
· Adani Ports: Hit 9.59% intraday high – strongest since June 2024
· Group Sentiment: Recovering post-Hindenburg, strong operational performance

---

🎯 KEY INVESTMENT THEMES:

✅ POSITIVES:

1. Diversification Paying Off: Airports, renewables, data centers, logistics
2. Ports Dominance: APSEZ increasing market share & raising guidance
3. Renewables Growth: Solar module sales strong
4. Strategic Divestments: Adani Wilmar stake sale unlocks value
5. Government Alignment: Infrastructure focus benefits group

⚠️ RISKS:

1. Coal Segment Decline: Traditional business facing headwinds
2. High Debt Levels: Still elevated despite improvements
3. Regulatory Scrutiny: Ongoing monitoring
4. Valuation Concerns: After strong recovery rally

---

📱 Follow for Conglomerate Analysis & Sector Insights:

📲 Multi-Platform Access:

· Telegram: @TelegramAdityaFinancialInsights
· Twitter: @adityafinsights
· Instagram: @adityafinancialinsights
· LinkedIn Group: Aditya's Financial Insights Group
· WhatsApp Channel: Market Updates

🔧 Tools & Partners:

· AI Analysis: aratt.ai/profile
· Trading Platform: Lemann Platform
· Ubex: Register Here
· Bybit: Start Trading

---

⚠️ DISCLAIMER: This is not investment advice. Adani Group stocks are volatile. Please consult your financial advisor before making any investment decisions.

👍 LIKE for more conglomerate earnings analysis!
🔔 FOLLOW for comprehensive Q3 results coverage!
💬 COMMENT – Which Adani company do you find most promising for long-term investment?

---

#AdaniGroup #AdaniEnterprises #AdaniPorts #Q3Results #Infrastructure #Ports #RenewableEnergy #StockMarket #NSE #Investing #AdityaFinancialInsights #StockAnalysis #Conglomerate #Logistics