Adani Port and SEZ – An Indian Port Dominator

Dear Investors,
as part of Investor Rewards Fortnight, JainMatrix Investments is proud to present its fourth reward Report, Adani Port and SEZ – An Indian Port Dominator. The entire report is published here, for the first time in public, for your benefit.
Readers may note that the share has appreciated by 88% since my Buy call 10 months ago.
Happy Investing,
Punit Jain

JainMatrix Investments


  • 23rd Aug 2013
  • CMP: Rs 123
  • Large Cap – Market Cap 25,500 crores
  • Advice:  Medium Risk, High Gain stock. BUY with a 2 yr perspective

JainMatrix Investments presents investors the complete report on Adani Port and SEZ as part of the Investor Rewards Fortnight. 

Key Reasons to Invest:

  • AP’s Mundra Port and Indian operations are excellent infra assets with Revenues, EBITDA and Profits up by 36%, 32% and 50% CAGR over the last 5 years.
  • AP can emerge as a port sector dominator in 3-4 years. The currently govt. dominated Indian Port sector is constrained on capacity and efficiency, offering a large opportunity. 
  • Divestment of the Abbot Point Port, Australia has de-risked the business.
  • It has only medium debt, and the cash flow is likely to improve in coming quarters. 
  • Risk: Environmental review and SEZ clearances by Govt. of India. 

This is an update of my Sept 2012 report ‘Adani…

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