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The Adani Ports stock is loaded with value, considering the valuations and earnings visibility
The ports company is set to see a strong operating performance in the quarter
Net Sales are expected to increase by 3.2 percent Y-o-Y (down 1.9 percent Q-o-Q) to Rs. 3,724 crore, according to ICICI Direct.
Net Sales are expected to decrease by 8 percent Y-o-Y (down 2.5 percent Q-o-Q) to Rs. 3,445.5 crore, according to ICICI Direct.
Economic recovery and contribution from the new businesses help Adani Ports deliver better growth
At the operating level, the brokerage expects sequential improvement in EBITDA margin of 67.1 percent on price hikes taken during Q4 FY21.
Adani Ports significantly outperformed All India Port growth during Q with overall Cargo/Container growing 20 percent/30 percent year-on-year (YoY) during Q3.
Credit Suisse maintains outperform call on the stock, with the target price at Rs 480, implying a 24 percent upside from current levels.
Net Sales are expected to increase by 28.9 percent Y-o-Y (up 0.9 percent Q-o-Q) to Rs. 3,108.9 crore, according to Kotak.
Smaller companies have had a good run in September quarter. This suggests that such stocks can give good returns even as the market volatility ensues.
With better volumes and right cargo mix, utilisation will further improve and should lead to improvement in margin and return ratios, which would support earnings and valuation
Valuations too remain supportive, based on the FY19 estimates earnings of Rs 20 a share
EBITDA (earnings before interest, tax, depreciation and amortisation) is seen rising 10 percent to Rs 1,590 crore but margin may contract to 57.2 percent from 66.5 percent YoY.
Net Sales are expected to increase by 32.5 percent Y-o-Y (up 5.4 percent Q-o-Q) to Rs. 2892.5 crore, according to Kotak.
Cargo business may grow by 12-14.2 percent year-on-year to 42-44 million tonnes due to strong growth in container cargo. Dhamra, Hazira, and Kandla ports are likely to witness strong traffic growth while growth rate at Mundra and Dahej ports is likely to remain subdued.
Adani Ports and Special Economic Zone's second quarter profit is seen rising 19 percent year-on-year to Rs 791 crore and revenue may increase 2 percent to Rs 1,878 crore, according to analysts polled by CNBC-TV18.
In a CNBC-TV18 interview, Prakash Diwan of Altamount Capital Management shared his Q2 expectations from Adani Ports and the possible impact of it on stock's performance.
Net Sales are expected to increase by 3.7 percent Q-o-Q (up 2.8 percent Y-o-Y) to Rs 1894.5 crore, according to Kotak Securities.
Adani Ports' first quarter (April-June) consolidated profit may increase 2 percent year-on-year to Rs 653 crore and revenue is seen rising 3 percent to Rs 1,806 crore, according to average of estimates of analysts polled by CNBC-TV18.
Operating profit (earnings before interest, tax, depreciation and amortisation) in Q3 may grow 17.4 percent to Rs 1,098 crore and margin may expand by 260 basis points to 63.1 percent compared to year-ago period.
Revenue is likely to increase 8.8 percent to Rs 1,801 crore from Rs 1,655 crore in same period. Operating profit may climb 10.4 percent to Rs 1,160 crore and margin may expand by 90 basis points to 64.4 percent compared to year-ago period.
Analysts expect a robust topline growth driven by commissioning of Kandla Port, full consolidation of Dharma port (acquired in May 2014) and Panipat refinery (important driver of volumes).
Adani Enterprises is expected to report a healthy performance in the quarter ended December 2014. According to the average of estimates of analysts polled by CNBC-TV18, profit is likely to jump 359 percent year-on-year to Rs 312 crore during the quarter.
At a press confernce, APSEZ CEO Sudipta Bhattacharya said during the nine-month period, the company handled 800 mt cargo (29 percent higher YoY) while it broke through 2.1 million TEUs (20 percent higher)
Adani Ports & SEZ's third quarter consolidated profit after tax is expected to rise 16.1 percent year-on-year to Rs 523 crore, according to the average of estimates of analysts polled by CNBC-TV18.