Adani Ports and Special Economic Zone Ltd. benchmarking: Perfomance to industry peers

Financial

	Adani Ports &Special	Gujarat Pipavav Port	JSW Infrastructure
Operational Metrics
Logistics
Daily Cargo Volume - Vizhinja Port	52222.22 Tonnes	n/a	n/a
Daily Cargo Volume - Karaikal Port	44444.44 Tonnes	n/a	n/a
Daily Cargo Volume - Gopalpur Port	14444.44 Tonnes	n/a	n/a
Realization/Tonne - Cargo	529.29 Rs/MT	n/a	n/a
Realization/Tonne - Gangavaram Port	335.8 Rs/MT	n/a	n/a
Realization/Tonne - Dahej Cargo	554.17 Rs/MT	n/a	n/a
Realization/Tonne - Mundra Cargo	383.13 Rs/MT	n/a	n/a
Realization/Tonne - Hazira Cargo	700.0 Rs/MT	n/a	n/a
Realization/Tonne - Dhamra Cargo	423.14 Rs/MT	n/a	n/a
Realization/Tonne - Kattupalli Cargo	296.88 Rs/MT	n/a	n/a
Realization/Tonne - Terminals Cargo	270.83 Rs/MT	n/a	n/a
Capacity Utilization - Total Cargo	66.05 %	n/a	67.36 %
Realization/Tonne - Krishnapatnam Port	483.64 MT	n/a	n/a
Total Cargo Volume - Daily	1145555.56 Tonnes	55422.22 Tonnes	326666.67 Tonnes
Daily Cargo Volume - Gangavaram Port	90000.0 Tonnes	n/a	n/a
Daily Cargo Volume - Kattupalli Cargo	35555.56 Tonnes	n/a	n/a
Daily Cargo Volume - Mundra Cargo	533333.33 Tonnes	n/a	n/a
Daily Cargo Volume - Dhamra Cargo	134444.44 Tonnes	n/a	n/a
Daily Cargo Volume - Hazira Cargo	76666.67 Tonnes	n/a	n/a
Daily Cargo Volume - Dahej Cargo	26666.67 Tonnes	n/a	n/a
Daily Cargo Volume - Terminals Cargo	80000.0 Tonnes	n/a	n/a
Daily Cargo Volume - Krishnapatnam Port	183333.33 MT	n/a	n/a
Capacity per Day - Total Cargo	1734246.58 MT	n/a	484931.51 MT
Financials
5 yr Average ROE	14.54 %	12.8 %	13.7 %
5yr average Equity Multiplier	2.32	1.51	2.24
5yr Average Asset Turnover Ratio	0.2	0.25	0.27
5yr Avg Net Profit Margin	32.11 %	33.16 %	24.01 %
Price to Book	4.89	3.3	7.09
P/E	27.01	19.67	43.12
5yr Avg Cash Conversion Cycle	54.25 Days	19.49 Days	70.59 Days
Inventory Days	10.53 Days	3.49 Days	14.29 Days
Days Receivable	48.5 Days	16.53 Days	60.58 Days
Days Payable	0.0	5.6 Days	0.0
5yr Average Interest Coverage Ratio	3.8	63.83	3.73
5yr Avg ROCE	12.3 %	14.0 %	12.91 %
5yr Avg Operating Profit Margin	60.12 %	56.79 %	50.52 %
5 yr average Debt to Equity	0.99	0.0	0.96
5yr CAGR Net Profit	17.3 %	12.33 %	38.84 %
5yr Average Return on Assets	6.33 %	8.46 %	6.61 %
Shareholdings
Promoter Holding	65.89 %	44.01 %	83.62 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	-0.13 %	0.0	-1.99 %
Change in Mutual Fund Holding (3 Yrs)	0.5 %	-4.86 %	-0.19 %

Business

	Adani Ports &Special	Gujarat Pipavav Port	JSW Infrastructure
Cargo Type	Cargo Type Dry 51.0 Container 38.0 Liquid(Including Crude) 11.0 Gas 0	-	-
Segment Break-Up	Segment Break-Up Ports 83.47 Australia 0 Logistics 0 SEZ 0 Cargo Handling 0 Vessel Related Chargers 0 Others 16.53	-	Segment Break-Up Logistics 0 Australia 0 SEZ 0 Ports 0 Vessel Related Chargers 12.66 Cargo Handling 87.34
Location Wise Break-Up	Location Wise Break-Up India 87.55 Rest of the World 12.45	Location Wise Break-Up India 80.99 Rest of the World 19.01	Location Wise Break-Up India 92.49 Rest of the World 0 Others 7.51
Location Wise Break-Up	Location Wise Break-Up India 87.55 Rest of the World 12.45	Location Wise Break-Up India 80.99 Rest of the World 19.01	Location Wise Break-Up India 92.49 Rest of the World 0 Others 7.51
Operating Profit Break-Up	Operating Profit Break-Up Ports 94.35 Australia 0 Logistics 0 SEZ 0 Others 5.65	-	-
Asset Break-Up	Asset Break-Up Others 100	-	-
Services Break-Up	Services Break-Up Port 92.44 Logistics 5.13 Aircraft Operations 0.35 Utilities Services 0 0 Others 2.08	-	Services Break-Up Logistics 0 Aircraft Operations 0 Port 0 0 Utilities Services 0 Others 100
Asset Break-Up	Asset Break-Up Others 100	-	-

Adani Ports and Special Economic Zone Ltd.

Adani Ports and Special Economic Zone Ltd.

Financial

Business

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