Airports, ports, power, cement
Adani group
In Q1 FY27, 6 of the 7 Adani group businesses that state revenue growth grew it and 1 saw it fall: Adani Enterprises fastest at +49.91%, Ambuja Cements weakest at −7.5%.
Revenue growth by business
Figures as each company's report states them; ↗ opens the report. Only the same period is compared.
Each point is a figure its report states; tap a point to open the report.
What moved, biggest first
Retailers should assess Khavda-linked clean-power contracts for stores and warehouses, without assuming the 10GW grid-connection milestone translates into immediate availability or tariff savings.
Reported: Adani targets 30GW at Khavda by 2029–30 in $100bn energy-transition push. Adani has connected 10GW at Khavda, a third of its planned capacity.
Outlook Business
With capacity equivalent to nearly 25% of Colombo port’s planned 2028 total, Colombo West merits evaluation as a logistics partner for regional retail expansion.
Reported: Adani Ports doubles Colombo West terminal capacity to 3.2 million TEUs. The terminal targets nearly 25% of Colombo port's planned 13 million-TEU capacity by 2028.
2 reports from ET Small Business and Mint
Monitor Reliance Retail’s promotions and supplier terms for responses to reported margin pressure that could affect brand profitability.
Reported: Ambani’s wealth falls $18.7 billion amid Reliance margin pressures, including retail
2 reports from Mint and Forbes India
September’s PE-VC investment rose 25% to $6.1 billion, helped by Adani’s $1 billion deal, signaling infrastructure appetite rather than necessarily stronger retail funding.
Reported: Adani Airport Holdings raises $1 billion as September PE-VC investment hits $6.1 billion. The deal contributed to September PE-VC investment of $6.1 billion across 114 deals, up 25% from August and driven by infrastructure transactions.
The Hindu BusinessLine
Retail, F&B and airport-services companies should view Adani’s funded network buildout as a catalyst for concession partnerships, tenant expansion and strategic access to high-traffic travel hubs.
Reported: Adani Airport Holdings raises ₹1,000 crore for airport network capex
The Hindu BusinessLine
AESL’s IntelliSmart deal could deepen its already large smart-metering footprint, but CCI’s information request may delay integration planning and contract rollout assumptions.
Reported: India’s competition regulator has sought additional information on Adani Energy Solutions’ proposed acquisition of IntelliSmart Infrastructure. CCI seeks more details on Adani Energy Solutions’ ₹3,050 crore IntelliSmart acquisition.
ET Small Business
Adani Power’s 23.7GW expansion and higher-tariff PPAs signal a major execution agenda, requiring disciplined delivery of roughly ₹2 lakh crore in planned capex.
Reported: PL Capital expects Adani Power’s 23.7GW expansion programme and higher-tariff PPAs to support a 21% EBITDA CAGR through FY29E, despite planned capex of ₹2 lakh crore.
Business Today
AAHL’s shift toward retail, leasing and real estate could diversify revenue beyond regulated aeronautical charges, though execution on terminal redevelopment and passenger-growth targets remains central.
Reported: Adani Airports bets on retail and city-side revenue to curb regulatory charges
2 reports from The Hindu BusinessLine and ET Small Business
Key numbers, latest reported season
| Business | Period | Revenue growth | Net profit |
|---|---|---|---|
| Adani Enterprises | Q1 FY27 | +49.91% | Loss ₹1,160 cr |
| Adani Energy Solutions | Q1 FY27 | +42.4% | +124.22% |
| Adani Power | Q1 FY27 | +34% | +42% |
| Adani Green Energy | Q1 FY27 | +30% | +19% |
| Adani Total Gas | Q1 FY27 | +27.3% | −14.2% |
| Adani Ports and Special Economic Zone (APSEZ) | Q1 FY27 | +19% | +9% |
| Ambuja Cements | Q1 FY27 | −7.5% | −33.6% |
Year on year, as each business's own reports state it; each figure links to its report. Net profit growth, or the loss.
Businesses and brands
Adani Enterprises 41 reports in 90 days
Adani Ports and Special Economic Zone (APSEZ) 26 reports in 90 days
Adani Power 22 reports in 90 days
Adani Airport Holdings Limited 20 reports in 90 days
Adani Energy Solutions 17 reports in 90 days
Ambuja Cements 11 reports in 90 days
Adani Airports 9 reports in 90 days
Adani Green Energy 6 reports in 90 days
Adani Total Gas 5 reports in 90 days
Adani Ports 4 reports in 90 days
Adani Airports Holding 2 reports in 90 days
Adani Defence & Aerospace 2 reports in 90 days
Adani Airports Holdings (AAHL) 1 report in 90 days
Adani Realty 1 report in 90 days
Group level: Adani Group.
Who owns what: adani.com, the group's own site, and the companies' filings. Brands with no reports in the last 90 days are not listed.