Strength:

Adani Ports and Special Economic Zone Limited (APSEZ) is India’s largest private multi-port
operator. It is a part of the Adani Group, an integrated infrastructure corporation.

APSEZ commenced operations at Mundra Port and currently operates 10 ports in India;
comprising 45 berths and 14 terminals across 6 states.

The Mundra Port is India’s largest Private port and is the crown jewel of Adani Ports and Special
Economic Zone Limited (APSEZ). It also it hosts world’s largest coal import terminal.

APSEZ operates a fleet of 19 dredgers which is the largest capital dredging capacity in India.

APSEZ is the country’s largest private rail operator.

The Mundra SEZ is the largest port-led operational and notified multi-product SEZ in India that
offers land bank for large scale industries for manufacturing set-up based upon cluster-based
development for various industries.

APSEZ handles 15% of India’s cargo.

The Total Cargo growth for APSEZ stands at 11% as compared to 8% from other Indian ports.

The Container Growth for APSEZ stands at 27% as compared to 10% from other Indian ports.

As per 2016, APSEZ has had an Operating Revenue grew by 19% YOY (from Rs. 7,109 Cr. to Rs.
8,439 Cr.)

Weakness: 

Stiff competition & low market share value as compared to industry giants such as the Tata’s &
Reliance.

Limited presence though out the country.

Allegations of Environmental violation.

Event risks related to any large scale acquisition given the acquisitive growth strategy of the
company.

Opportunity: 

APSEZ getting into renewable energy. There is a lot of impetus given by governments to
sustainable and renewable energy sources like wind & hydro electricity. The Adani Group
already has the presence in power and thus they may find it simpler to move to hydroelectric or
wind power.

With the support of The Adani Group, APSEZ is always capable of expanding its reach to various
countries.

The Planning Commission of India has made proposals for expansion in roads and highways,
ports, civil aviation and airports, and power infrastructure segments.

Threats:

Facing delay in security clearance for the government in the port.

The fluctuating International price of coal.

Stricter norms to be followed to avoid environmental violations.

In comparison to other Indian conglomerates like the Tatas or the Birlas the Adani Group has
come into existence recently and thus need to earn the goodwill than that other long standing
MNC’s have. Adding to this are allegations of illegal encroachment and mining scandals.

Conclusion: 

Adani Ports and Special Economic Zone Limited is a giant among giants, competing with firms
that have stood tier ground in India from almost a century. With the country’s largest port
under the belt of APSEZ, there is always room for growth and expansion in Adani Ports Share
price. Since its inception in 1998 APSEZ has proved that, new comer in the Indian market can
ready new heights in the areas of logistics, carriers, acquisition etc. Adani Group is the largest
producer of thermal power in India and owns the largest integrated infrastructure
conglomerate in the region. With the strong commitment to the society and nations, the
conglomerate has been contributing to the growth and development of India in various ways.