267.1000 -0.80 (-0.30%)
NSE Jan 21, 2026 15:31 PM

ICICI Direct
Eyeing consolidated revenues/EBITDA CAGR of 38%/30% over FY25FY28E: The management has outlined year-wise guidance (FY26EFY28E) for revenues and EBITDA for both ports and logistics businesses. Ports revenues/EBITDA are expected to grow at 24% CAGR each while logistics is slated to grow at 144%/183% CAGR respectively over FY25FY28E. Ports volumes are expected to grow at ~5%/6-7%/25-35% YoY during FY26E/FY27E/FY28E. Its major greenfield projects (Slurry Pipeline and Jatadhar port) and brownfield expansions at Dharamtar and Jaigarh getting completed by March 2027 is expected to provide an inflexion point in ports business in FY28. Logistics business scale up to achieve 8000 crore revenues by FY30...
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