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Motilal Oswal Report
Motilal Oswal Financial Services has reiterated its 'Buy' rating on Adani Ports and Special Economic Zone Ltd., citing improving earnings visibility and limited downside risks from ongoing geopolitical tensions. The brokerage believes Adani Ports is well‑positioned to sustain growth, supported by its diversified port volumes, the acquisition of NQXT, and the expansion of its integrated end‑to‑end logistics offerings.
According to the brokerage, Adani Ports' strategy is driving higher customer wallet share and enhancing cargo stickiness, while its scalable and diversified operating model continues to underpin long‑term growth. The expansion across logistics and marine segments is expected to complement the company's core ports business, strengthening its overall platform.
Motilal Oswal noted that these factors reinforce Adani Ports' ambition to become India's largest integrated transport utility by 2029, with logistics and marine emerging as key growth engines alongside ports.
The brokerage has maintained a target price of Rs 1,820, based on a valuation of 15x FY28E EV/Ebitda, reaffirming its positive outlook on the stock.
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