Introduction

Welcome to an in-depth update on the stellar financial performance and strategic milestones achieved by Adani Ports and Special Economic Zone Ltd (APSEZ) for the fiscal year 2025. As India’s leading port infrastructure company, APSEZ has once again demonstrated its prowess by posting an all-time high profit after tax (PAT) of Rs11,061 crore, marking a 37% year-on-year increase. This remarkable achievement underscores the company’s commitment to excellence, strategic expansion, and integrated thinking, setting new benchmarks in the industry. Join us as we delve into the key highlights and future prospects of APSEZ, the powerhouse transforming India’s port and logistics landscape.

Main Content

Financial Performance: A Record-Breaking Year

APSEZ has achieved a record-breaking performance in FY25, with revenue, EBITDA, and PAT increasing by 16%, 20%, and 37% respectively. The company’s revenue reached ₹31,079 crore, exceeding its guidance and showcasing the strength of its diversified operations. The EBITDA also surpassed expectations, standing at Rs19,025 crore. These figures not only reflect the company’s robust financial health but also its ability to navigate challenges and seize opportunities in a dynamic market environment.

One of the standout achievements of FY25 was the handling of 450 million metric tons (MMT) of cargo, a testament to APSEZ’s operational efficiency and capacity enhancement. Mundra Port, in particular, made history by becoming the first port in India to cross 200 MMT in a single year, highlighting its strategic importance in APSEZ’s portfolio.

Strategic Expansions: New Acquisitions and Developments

Throughout FY25, APSEZ has been on an expansion spree, making significant strides both domestically and internationally. The company successfully completed the acquisition of Gopalpur Port and commenced operations at the Vizhinjam and Colombo ports, further solidifying its presence in key strategic locations. Moreover, the Board approved the acquisition of 50 million tons per annum (MTPA) NQXT in Australia, marking a significant step in its global expansion strategy.

In addition to these acquisitions, APSEZ commenced operations and maintenance at Kolkata and secured a concession agreement to develop Berth No. 13 at Deendayal Port. The acquisition of Astro Offshore further enhances its capabilities, positioning it for sustained growth in the marine services sector.

Logistics and Marine Services: Engines of Growth

APSEZ’s logistics and marine services have emerged as key growth drivers, contributing significantly to the company’s impressive financial performance. In FY25, logistics revenue saw a 39% increase, driven by asset accretion, growth in container and bulk cargo volumes, and the expansion of trucking and integrated freight network services. This growth highlights the company’s strategic focus on enhancing its logistics capabilities to meet the evolving needs of its clients.

Marine services also demonstrated strong growth potential, with revenue projected to triple over the next two years. This growth is supported by APSEZ’s investments in state-of-the-art infrastructure and technology, ensuring efficient and reliable services for its customers.

Commitment to Sustainability: Leading ESG Ratings

APSEZ has cemented its leadership in sustainability by securing top ESG (Environmental, Social, and Governance) ratings in FY25. This achievement reflects the company’s unwavering commitment to integrating sustainable practices into its operations and decision-making processes. By prioritizing ESG principles, APSEZ not only enhances its reputation but also attracts a growing base of environmentally conscious investors and stakeholders.

The company’s focus on sustainability extends to its operations, where it continuously seeks innovative solutions to minimize its environmental impact and promote social responsibility. These efforts are integral to APSEZ’s long-term vision of becoming the world’s largest and most sustainable ports and logistics platform.

Future Outlook: Poised for Continued Success

Looking ahead to FY26, APSEZ is well-positioned for continued success, with projected revenue and EBITDA guidance of ₹36,000-38,000 crore and ₹21,000-22,000 crore respectively. The company’s robust fundamentals, strategic expansions, and focus on sustainability provide a strong foundation for future growth.

In addition to financial growth, APSEZ is committed to enhancing shareholder value, as evidenced by the Board’s recommendation of a Rs7 per share dividend payout, amounting to approximately Rs1,500 crore. This move underscores the company’s dedication to rewarding its investors while reinvesting in strategic initiatives to drive long-term success.

Conclusion

Adani Ports and Special Economic Zone Ltd’s exceptional performance in FY25 is a testament to its strategic vision, operational excellence, and commitment to sustainability. With record-breaking financial results, strategic acquisitions, and a robust pipeline of projects, APSEZ is poised to achieve even greater milestones in the coming years. As the company continues to expand its footprint and enhance its service offerings, it remains focused on delivering value to its stakeholders and transforming the port infrastructure landscape in India and beyond.

For more detailed information on APSEZ’s financial performance and strategic initiatives, visit their official website.

In a volatile market where indices fluctuate between 23,800 and 21,800, investors are often left confused. To decode the signals from the Indian and global markets, we sat down with seasoned market expert Sushil Kedia (Founder at Kedianomics). In this deeply insightful and candid conversation, Sushil Kedia unpacks the layers of volatility, shares his macro and micro market view, and gives out invaluable advice for every type of investor.

“The market is trying to confuse both the buyer and the seller.”

Kedia starts by highlighting how the market is currently in a phase where no one seems to be happy. “The buyer might suffer less, but the seller can get completely trapped,” he points out. Nifty has swung from 23,800 to 21,800 and is now on a path back upward. “We are possibly heading to 24,200, or even 25,000, but be ready for another shock.” He warns of sharp dips of 500-600 points on Nifty and even steeper corrections on Bank Nifty.

Time Frame Matters

Kedia emphasizes the importance of analyzing markets in multiple dimensions: indices, sectors, and timeframes. “Don’t just focus on index levels. There are sectors and specific stocks that are setting up for strong moves,” he says. While broader markets might remain range-bound, there are pockets of opportunity.

Bank Nifty & Sector Views

“Bank Nifty has shown a supernormal thrust, but that might not sustain,” warns Kedia. According to him, private banks like ICICI and Kotak are forming bull traps. On the flip side, he suggests, “Federal Bank is a buy today. There’s still life in some PSU and small finance banks.”

He is cautious on sectors like metals and cement, saying there’s still downside left. “IT might be bottoming out soon,” he notes. Large-cap IT stocks could give delivery-based buy signals in the coming week.

Top Picks Across Sectors

• Pharma: Sun Pharma, Dr. Reddy’s, and Pfizer are on Kedia’s radar. “Pfizer looks ready to explode upward.”
• Engineering: “Larsen & Toubro is a firm buy on dips. Cummins and Siemens will take a little more time.”
• Auto Components: MRF, Seat, Bosch, and Sundaram Brake Lining are forming strong bottoms. “Ricco Auto and Automotive Axles also look promising.”
• Real Estate: “Prestige, Embassy, and DLF are already on a buy signal for delivery investors.”

He makes it clear: “Pick and choose. Don’t try to buy everything.”

“Work with discipline. This is not the time for leverage or MTF trading.”

Kedia emphasizes risk management over and over. “Delivery buying, no leverage, no margin trading,” he advises. In a fearful market, he believes the safest bets are stocks with consistent earnings visibility.

FMCG and Consumption Plays: These will act as safe havens. “In fear, PE ratio becomes irrelevant. What matters is earnings visibility,” says Kedia.

Gold: Overheated and Vulnerable

Despite gold being a traditional safe asset, Kedia remains cautious. “Gold is overbought, hyper-volatile, and due for a major correction,” he warns. He is not ready to go long until a proper reversal chart pattern forms.

On US Markets and Global Cues

“Every major global crisis has been followed by a wild bull run,” he reminds us. According to Kedia, investors who stay calm and accumulate during these volatile phases end up with disproportionate rewards later. “Look at Covid: portfolios created in that panic created wealth.”

Key Takeaways for Investors

• Be cautious in the short term but prepare to accumulate.
• Don’t depend solely on indices. Moreover, keep looking at stock-specific opportunities.
• Avoid leverage. Stick to delivery-based investments.
• Consumption, IT, and select pharma and real estate stocks are in early uptrends.
• Understand your financial needs: “How much is enough?”

Final Words

“You can’t wait until you’re 70 to look back and regret not trying what your heart wanted,” says Kedia as he closes the conversation. For him, discipline, clarity, and knowing your own priorities matter more than chasing market highs.

This conversation wasn’t just about market predictions, but about building a deeper understanding of how to invest smartly, live consciously, and know when to pause, reflect, and pivot.

Stay curious. Stay disciplined. And above all, stay invested wisely.

Checkout dynamic Trendlines for all the Indian Stocks at Tradealone: Click here.

Over the past few years, there has been a noticeable shift in the world of IT jobs. Many people who once believed that tech was a secure and growing field are now facing uncertainty. Every year, some of the biggest companies quietly let go of their bottom 5-10% employees. While this is not new, the situation has become more complex and more widespread. So, what has changed? And more importantly, what can we do about it?

The Changing Landscape of IT Jobs

The most significant change has come from technology itself. With the rise of artificial intelligence (AI), automation, and advanced software tools, companies can now do more with fewer people. What this means is that the demand for certain traditional roles is declining.

Companies are not just firing employees; they are also hiring fewer freshers. Earlier, big IT companies hired tens of thousands of fresh graduates every year. These freshers were trained and deployed on projects. But now, with the future pipeline looking uncertain, companies don’t want to take the risk of hiring in bulk and not having enough work to give.

On top of that, salary hikes have become rare. Even top performers are receiving just 2-3% increments, which barely matches inflation. Meanwhile, hiring has slowed down significantly, making it difficult for even experienced professionals to switch jobs.

Why Do People Still Stay in These Jobs?

In the early years of one’s career, expectations are low, and salaries are modest. People manage. But the real problem begins when someone with 10-15 years of experience is earning a high salary, and a younger professional can deliver the same results for less money. That’s when you become “replaceable.”

What Is the Solution?

There is no one-size-fits-all answer, but here are some key takeaways that can help:

1. Know How Much Is Enough Most people never stop to ask themselves, “How much do I really need?” The goal shouldn’t always be to earn more. It should be to earn enough to meet your needs, and save and invest wisely. Once you hit that number, you can explore other opportunities, side hustles, or even take a break.

2. Plan Your Career in Phases Think of your career in 3-5 year chunks. Ask yourself: What skills do I need to learn in the next phase? Where do I want to be? Keep learning and adapting. Don’t assume that what got you here will get you there.

3. Upskill Continuously Technology changes rapidly. Tools and platforms that were popular five years ago may not be relevant today. Always be learning. Whether it’s cloud, AI, data analytics, or project management, pick something that aligns with your interests and strengths.

4. Build an Emergency Fund Have at least 6-12 months of living expenses saved. This gives you peace of mind and allows you to make better decisions when facing job uncertainty.

5. Explore Alternate Income Streams You don’t have to quit your job to start a side hustle. Start small. Teach, consult, write, or even create digital content. Diversifying your income can provide you more security than depending on a single paycheck.

6. Be Honest with Yourself Are you truly passionate about your work? Do you see yourself doing this in the long run? Many people continue just because they have to, not because they want to. But when you do something that aligns with your heart, the chances of success increase.

Final Thoughts

The IT industry is changing. Layoffs, slow hiring, and minimal salary hikes are all signs that the old way of working is fading. But this is not a reason to panic. Instead, it is an opportunity to reflect, re-evaluate, and reinvent yourself.

The key is not just to survive, but to grow in a way that matches your values, your needs, and your lifestyle.

Ask yourself: What does success mean to me? When you have that answer, the path ahead becomes a little clearer.

You don’t have to earn the most. You just have to earn enough. And live a life with fewer regrets.

Stay curious. Keep learning. Take calculated risks. That’s the best way forward in an uncertain world.