Adani Group stocks rallied up to 5% on Monday, led by robust quarterly numbers and positive business updates at various group companies.
Top Gainers
- Adani Ports & SEZ gained 4.6% to ₹1,325.50
- Adani Enterprises rose 3.5% to ₹2,372.85
- Adani Total Gas rallied 4.35%
- Adani Green Energy rose 3.35%
- Adani Energy Solutions moved up 3.2%
- Adani Power gained almost 3%
Q4FY25 Highlights: Strong Numbers Across the Board
Adani Ports & SEZ
- Net Profit: ₹3,023 Cr (Increase 50% YoY)
- Revenue: ₹8,488 Cr (Increase 23% YoY)
- EBITDA: ₹5,006 Cr (Increase 24% YoY)
- April Cargo Volumes: 37.5 MMT (Increase 4% YoY)
- Outlook: Nuvama targets ₹1,810 | Motilal Oswal targets ₹1,550
- Buy Rating: Strong logistics, container growth & future potential
Adani Enterprises
- Net Profit: ₹3,845 Cr (Increase 753% YoY)
- Revenue: ₹26,966 Cr (Decrease 8% YoY)
- Dividend: ₹1.30/share for FY25
Flagship company with diversified businesses across airports, data centers, and renewables
Energy Segment: Positive Trends Continue
Adani Power
- Net Profit: ₹2,637 Cr (Decrease 4% YoY)
- Revenue: ₹14,237 Cr (Increase 6.5% YoY)
- Capacity Target: 30.7 GW by 2030
- Buy Ratings: Jefferies (₹690), Ventura (₹806), Cantor (₹601)
Adani Green Energy
- Net Profit: ₹230 Cr (Increase 53.3% YoY)
- Revenue: ₹3,053 Cr (Increase 20.8% YoY)
- EBITDA Margin: 78%
- Capacity Growth: 2.6GW added in Q4, total at 14.2GW
- Buy Ratings: Emkay (₹1,500), ICICI Securities (₹1,150)
Adani Energy Solutions
- Order Book: ₹59,940 Cr
- Q4 Boost: Spurred by smart metering and capacity addition
- Rating: Downgraded to ‘Accumulate’ by Elara (Target ₹1,013)
Global News Buzz
Bloomberg stated that Adani officials met with Trump-era US officials to resolve overseas bribery probes — providing additional media glare but not affecting the rally.
Analyst Verdict: Should You Buy Adani Stocks Now?
Analysts at top brokerages are still optimistic about key Adani stocks:
| Stock | Analyst(s) | Rating | Target Price (₹) |
|---|---|---|---|
| Adani Ports & SEZ | Nuvama, Motilal Oswal | Buy | 1,550–1,810 |
| Adani Enterprises | – | Positive | – |
| Adani Power | Jefferies, Ventura | Buy | 690–806 |
| Adani Green Energy | Emkay, ICICI Sec | Buy | 1,150–1,500 |
| Adani Energy Solutions | Elara Capital | Accumulate | 1,013 |
Bottom Line: Investment Opportunity or Overhyped?
With solid fundamentals, strong Q4 earnings, and aggressive capacity expansion in infrastructure and energy verticals, Adani Group stocks are exhibiting resilience and recovery. The majority of analysts expect further upside in Adani Ports, Green Energy, and Power, whereas caution is needed on stocks with already overvalued stocks or complicated regulatory overhangs.
Investor Tip:
If you have a medium-to-high risk appetite and are a long-term investor, particularly in renewable energy and infrastructure sectors, buying Adani Ports, Adani Power, or Adani Green Energy on dips can be a strategic decision.
Stay updated with all the insights.
Navigate news, 1 email day.
Subscribe to Qrius
