1A/ Sector Outlook
95% of Indian trade by volume & 70% by value is via maritime transport
12 Major ports & 200 non-major
As of Jan 2021, 178 projects valued at 2L Cr. under dev.
Cargo traffic CAGR 4% over 5 yrs
The capacity addition at ports is expected to grow at a CAGR of 5-6%
95% of Indian trade by volume & 70% by value is via maritime transport
12 Major ports & 200 non-major
As of Jan 2021, 178 projects valued at 2L Cr. under dev.
Cargo traffic CAGR 4% over 5 yrs
The capacity addition at ports is expected to grow at a CAGR of 5-6%
1B/ Sector Outlook
FM proposed to double ship recycling capacity of ships of 4-5 million LDT by 2024
Union Budger 2021 announced subsidy to shipping cos. worth INR 1624 Cr.
Major Port Authorities Bill, 2020 passed in Feb 2021 to align international best practises
FM proposed to double ship recycling capacity of ships of 4-5 million LDT by 2024
Union Budger 2021 announced subsidy to shipping cos. worth INR 1624 Cr.
Major Port Authorities Bill, 2020 passed in Feb 2021 to align international best practises
2/ Management
CEO: Karan Adani
MD & Chairman: Mr. Gautam S Adani (2nd richest Asian)
Focused on growth through investments & acquisitions
Targets to achieve 500MT by 2025
CFO Mr. Deepak Maheshwari resigned w.e.f. 5 May 2021
CEO: Karan Adani
MD & Chairman: Mr. Gautam S Adani (2nd richest Asian)
Focused on growth through investments & acquisitions
Targets to achieve 500MT by 2025
CFO Mr. Deepak Maheshwari resigned w.e.f. 5 May 2021
3A/ Future Outlook
The company targets consolidated revenue of 16K-16.8K Cr. in FY22
This should result in EBITDA around 10.2K-10.7K Cr.
Improvement in port EBITDA margins to 71-71.5%
The company is targeting 500MMT cargo throughput by 2025
Strategic partnership with Flipkart
The company targets consolidated revenue of 16K-16.8K Cr. in FY22
This should result in EBITDA around 10.2K-10.7K Cr.
Improvement in port EBITDA margins to 71-71.5%
The company is targeting 500MMT cargo throughput by 2025
Strategic partnership with Flipkart
3B/ Future Outlook
APSEZ grew by 11% (Cargo Volume) in FY21 despite 5% decline in industry
Significant increase in market share
Expecting cargo volume to exceed 310 MMT in FY22
Expected CAPEX for ports INR 3100 – 3500 Cr.
Overhauled cost structure towards variable cost
APSEZ grew by 11% (Cargo Volume) in FY21 despite 5% decline in industry
Significant increase in market share
Expecting cargo volume to exceed 310 MMT in FY22
Expected CAPEX for ports INR 3100 – 3500 Cr.
Overhauled cost structure towards variable cost
4/ Growth through Acquisitions
Company has announced to acquire 89.6% in Gangavaram Port
And 100% in Krishnapatnam Port Company Limited
The company set up a new vertical of rail track business with the acquisition of Sarguja Rail Corporation
APSEZ acquired Dighi Port through IBC
Company has announced to acquire 89.6% in Gangavaram Port
And 100% in Krishnapatnam Port Company Limited
The company set up a new vertical of rail track business with the acquisition of Sarguja Rail Corporation
APSEZ acquired Dighi Port through IBC
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