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SECTOR | 09 Apr 2026, 08:58AM

Adani stocks lag in 1yr; analysts back Adani Enterprises, Power, Ports

Business Standard

Only a handful of Adani Group stocks have generated notable returns for investors over the past year and so far in 2026.

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.

Adani Enterprises, Adani Ports, Adani Green, ATGL rally 13%, group stocks jump amid legal developments

Business Line | 08 Apr 2026, 01:08PM 1 more

Infrastructure

SECTOR | 08 Apr 2026, 12:00AM

Infrastructure Jan-Mar'26 Earnings Preview Order inflow improves but EPS momentum soft

Infrastructure

Prabhudas Lilladhar

Order inflows in the infrastructure sector saw a modest pickup in Q4FY26, rising to INR565bn (vs. INR548bn in Q3), led by strong performance from select road EPC players such as Ceigall and KNR, while PNC Infratech and HG Infra lagged their fullyear targets. Building EPC remained steady with Ahluwalia Contracts broadly meeting expectations, whereas diversified players like NCC and Dilip Buildcon drove overall inflow, partly offset by weak ordering at Afcons. Despite this, financial performance for Q4FY26 is expected to remain soft, with revenue growing ~0.7% YoY across the coverage universe. While companies like PNC and PSP Projects are likely to deliver...

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.

Infrastructure

SECTOR | 07 Apr 2026

Ports Jan-Mar'26 Earnings Preview War disruptions to impact FY27 volumes

Infrastructure

Prabhudas Lilladhar

Fall of intercepted debris at JSW's Fujairah liquid terminal and vessel availability at India impacted volumes Higher transshipment volumes aided ADSEZ but war disruptions to limit volume growth in FY27 We expect our Ports coverage universe to report Revenue/EBITDA/PAT growth of 13%/13%/9% YoY (0%/-1%/17% QoQ) in Q4FY26, supported by seasonally strong volumes and resilient realizations, despite near-term disruptions due to ongoing West Asia crisis. ADSEZ is expected to continue outperforming, driven by robust container...

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.

Infrastructure

SECTOR | 05 Apr 2026

IIFCL to double InvITs exposure to 6k cr by FY27 amid diversification push

Business Standard

State-owned India Infrastructure Finance Company Ltd (IIFCL) is aiming to double its exposure in Infrastructure Investment Trusts (InvITs) to Rs 6,000 crore during the ongoing fiscal year as part of its investment diversification strategy. IIFCL has exposure of Rs 3,000 crore across nine InvITs as of March 31, 2026. "We hope to double our investment in InvITs during the current financial year. It should reach Rs 6,000 crore by the end of March 2027," IIFCL MD Rohit Rishi told PTI. Highlighting the importance of the infrastructure sector, he said, it is going to play a central role in sustaining the country's long-term economic growth and achieving the goal of Viksit Bharat by 2047. Rishi emphasised India's resilience amid global uncertainties and underscored the central role of infrastructure in sustaining long-term economic growth. The expanding opportunities across transport, urban infrastructure, and clean energy is being supported by a strong policy push and a robust pipeline

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.

IIFCL to double InvITs exposure to 6,000 cr this fiscal

Business Line | 05 Apr 2026

Infrastructure

SECTOR | 03 Apr 2026

Adani Ports to handle one billion tonnes of cargo by 2030: Gautam Adani

Business Line

The group is moving towards a three-layer structure aimed at flattening hierarchies and pushing decision-making closer to operations

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.

Infrastructure

SECTOR | 02 Apr 2026

Iraq's oil hub slows to crawl as Strait of Hormuz closure strangles exports

Business Standard

Iraqi oil fields once alive with the buzz of workers are nearly deserted. Ports that pulsed with the churn of cargo have fallen still, the din of commerce replaced by the soft rhythm of waves. A month after the war in Iran started, workers at ports and oil fields in the province of Basra, where almost all of Iraq's crude is produced and exported, have grown accustomed to rockets streaking across the sky, aimed at US air bases and other strategic facilities. The war, which began with US-Israeli strikes, is dealing a heavy blow to Iraq's economy. Iraq relies on oil revenues for roughly 90% of its budget, and most of its oil is exported through the Strait of Hormuz, the narrow mouth of the Persian Gulf where Iran has effectively stopped cargo traffic during the conflict. The war also has led to a sharp reduction in the volume of imported goods reaching southern Iraq's ports, while attacks have halted traffic at the border it shares with Iran. Unlike other countries in the Middle East

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.

Infrastructure

SECTOR | 02 Apr 2026

Adani Ports crosses 500 MT million tonnes cargo handling milestone What it means?

livemint

Adani Ports and Special Economic Zone Ltd has surpassed 500 million tonnes of cargo handled, marking significant growth since 1998. The company aims to reach 1 billion tonnes by 2030, supported by its extensive network of 19 ports and integrated logistics capabilities.

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.

APSEZ handles 500 MT cargo in FY26, eyes 1 billion tonnes by 2030

Business Standard | 01 Apr 2026

Infrastructure

SECTOR | 01 Apr 2026

Stocks to Watch today: Bharti Airtel, Adani Ports, PhysicsWallah, IndiGo

Business Standard

Stocks to Watch today, April 1, 2026: Shares of auto-related companies are expected to remain in focus today as they are set to report their March sales figures

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.

Infrastructure

SECTOR | 28 Mar 2026

Maharashtra signs 720 crore healthcare investment deals at PULSE 2026

Business Standard

The Maharashtra government on Saturday signed 15 Memorandums of Understanding (MoUs) in the healthcare sector at the PULSE 2026 conference here, including three agreements which are expected to fetch investments of Rs 720 crore, officials said. The other 12 MoUs are strategic partnerships that will help strengthen healthcare infrastructure in the state, they added. "Through PULSE 2026, we have some investment and strategic MoUs. I think there is a very good scenario of investment in Maharashtra," Chief Minister Devendra Fadnavis said at the closing ceremony on day 2 of the event. Nipro Pharmapackaging committed expansion of Rs 200 crore as a direct industrial investment. Pharmax committed Rs 470 crore and Savvycare Rs 50 crore, both in the upcoming Bulk Drug Park which will be built by Ramky Infrastructure under a public private partnership (PPP) model with Maharashtra Industrial Development Corporation (MIDC).

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.

Infrastructure

SECTOR | 28 Mar 2026

Two ships with petroleum products for India crossing Strait of Hormuz, more expected to follow: Sources

Business Line

Ports ministry official says there are 20 ships sailing under the Indian flag in the Persian Gulf, with around 540 Indians onboard, and they are all safe

Prabhudas Lilladhar released a Sector Update report for Infrastructure on 07 Apr, 2026.