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YTD Nov'25, APSEZ handled 325.4 MMT of port cargo (+11% YoY), led by containers (+21% YoY) and dry cargo (5% YoY).
Logistics rail volume during Nov'25 stood at 51,042 TEUs (-5% YoY) and GPWIS volume was at 1.7 MMT (-4% YoY).
Logistics rail volume during YTD Nov'25 stood at 469,835 TEUs (+13% YoY) and GPWIS volume stood at 14.3 MMT (+1% YoY).
For the year-to-date (YTD) period ending 30 November 2025, APSEZ handled 325.4 MMT of cargo, reflecting an 11% YoY increase, again supported by growth in containers (21% YoY) and dry cargo (5% YoY).
Logistics rail volumes for the YTD period stood at 469,835 TEUs (up 13% YoY), while GPWIS volumes reached 14.3 MMT (up 1% YoY).
Adani Ports and Special Economic Zone (APSEZ) is the largest private port operator in India. APSEZ operates a portfolio of 15 domestic ports/terminals with an international presence at 4 global ports/terminals. Along with its port operations, it has its wide logistics network and offers various port-based marine services to its owned ports/terminals as well as other ports.
Adani Ports and Special Economic Zone (APSEZ) has reported a 29% increase in consolidated net profit to Rs 3,120 crore on a 30% rise in revenue to Rs 9,167 crore in Q2 FY26 as compared with Q2 FY25.
The counter shed 0.42% to Rs 1,523.80 on the BSE.
Barring pharma all the sectoral indices on the NSE were traded in red with private bank, consumer durables and oil & gas shares declining the most.
As per provisional closing data, the barometer index, the S&P BSE Sensex declined 503.63 points or 0.59% to 85,138.27. The Nifty 50 index lost 143.55 points or 0.55% to 26,032.20. Over the last three sessions, the Nifty slipped 0.70%, while the Sensex fell 0.68%.
In the broader market, the S&P BSE Mid-Cap index shed 0.19% and the S&P BSE Small-Cap index rose 0.05%.
The market breadth was negative. On the BSE, 1,847 shares rose and 2,400 shares fell. A total of 210 shares were unchanged.
The NSE's India VIX, a gauge of the market's expectation of volatility over the near term, fell 3.41% to 11.23.
Economy:
India’s IIP growth rate for the month of October 2025 is 0.4%, compared with 4.0% in the month of September 2025. The said decline is 14-month low indicating a sharp slowdown in the economy.
India’s current account deficit moderated to $12.3 billion (1.3% of GDP) in Q2:2025-26 from $ 20.8 billion (2.2% of GDP) in Q2:2024-25, the RBI said on Monday.
Buzzing Index:
The Nifty Private Bank index declined 0.69% to 28,558.75. The index fell 0.81% for three consecutive trading session.
RBL Bank (down 1.48%), ICICI Bank (down 1.29%), Axis Bank (down 1.19%), HDFC Bank (down 1.1%) and Kotak Mahindra Bank (down 0.27%), Bandhan Bank (down 0.2%) declined.
Stocks in Spotlight:
Sun Pharma Advanced Research Company (SPARC) was locked in 20% upper circuit after the company announced that the U.S. District Court has granted summary judgement in favour of SPARC for Sezaby PRV. In a regulatory filing made during market hours today, the company stated that the U.S. District Court for the District of Columbia granted summary judgment in favour of SPARC in the matter of issuance of priority review voucher (PRV) associated with the approval of Sezaby.
Mini Diamonds India surged 19.95% after the company announced that it has bagged an export order worth $1.50 million (approximately Rs 13.5 crore) from Hong Kong–based Jewellery Trendz.
Adani Ports and Special Economic Zone (APSEZ) slipped 0.73%. The company reported handling 41 MMT of cargo in November 2025, marking a 14% year-on-year (YoY) increase, driven by strong growth in containers (20% YoY) and dry cargo (10% YoY).
Hero MotoCorp shed 0.27%. The company has recorded 31% rise in total two-wheeler sales in November 2025, selling 604,490 units during the month as compared with 459,805 units dispatched in the same period last year.
NMDC added 0.99% after the company reported an 11.09% rise in iron ore production in November 2025 to 5.01 million tonnes (MT), compared to 4.51 MT recorded in the same month of the previous year.
GHV Infra Projects declined 2.12%. The company announced that it has secured an order worth Rs 109 crore from GHV (India) for the execution of civil, MEP, and finishing work for the buildings in Jamshedpur, Jharkhand.
Force Motors slipped 1.99%. The company’s total sales climbed 52.94% to 2,883 units in November 2025 compared with 1,885 units sold in November 2024.
Bharat Dynamics shed 0.56%. The company has received orders worth Rs 2,462 crore from Indian Army. Majors orders received include ATGMs and SAM (Emergency Procurement).
Websol Energy System jumped 6.46% after the company announced that it has signed a memorandum of understanding (MoU) with Linton, a global leader in PV ingot and wafer equipment technology. As part of the collaboration, Websol plans to acquire PV ingot and wafer manufacturing equipment from Linton. Linton will also provide technical expertise, training, and skills development to Websol’s team to ensure optimal operation of the equipment and related processes.
Global Markets:
European market advanced on Tuesday as investors awaited for Spanish and Italian unemployment figures.
Euro zone inflation stood at 2.2% in November, marking a slight rise from the previous month, flash data from data agency Eurostat showed Tuesday. The latest consumer price index reading is just a shade above the European Central Bank’s 2% target.
Asian market ended mixed, despite growing expectations of a Federal Reserve rate cut next week, while Japanese stocks struggled amid signals the Bank of Japan may raise interest rates.
Shares of South Korean auto companies rose Tuesday after U.S. Secretary of Commerce Howard Lutnick confirmed that lower U.S. auto tariffs of 15% on South Korea would retrospectively come into effect, starting Nov. 1.
'We are also removing tariffs on airplane parts and will ‘un-stack’ Korea’s reciprocal rate to match Japan and the EU,” Lutnick said, according to an X post by the U.S. Department of Commerce.
South Korea’s headline inflation in November rose 2.4% year on year, according to government data Tuesday. Core inflation, which strips out prices of fresh food and energy, rose 2% from a year earlier.
The latest figure is unchanged from October’s inflation rate, supporting the case for the central bank to keep interest rates on hold. The Bank of Korea had kept rates unchanged at 2.5% for a fourth straight meeting last Thursday.
Overnight, the S&P 500 lost 0.53% to end at 6,812.63, while the Nasdaq Composite shed 0.38% to finish at 23,275.92. The Dow Jones Industrial Average pulled back by 427.09 points, or 0.9%, to settle at 47,289.33.
Adani Ports and Special Economic Zone (APSEZ) has become a Taskforce on Nature-related Financial Disclosures (TNFD) Adopter, committing to implement TNFD-aligned reporting on nature-related dependencies, impacts, risks, and opportunities. By becoming India's first Integrated Transport Utility to embrace the TNFD framework, APSEZ sets a new benchmark for nature-positive infrastructure development.
The TNFD is a global, science-based initiative founded by a coalition including the United Nations Environment Programme Finance Initiative (UNEP FI), the United Nations Development Programme (UNDP), the World Wildlife Fund (WWF) and Global Canopy, to guide companies in identifying, assessing, managing, and disclosing nature-related risks and opportunities. APSEZ joins a select league of global port operators championing biodiversity, reinforcing its commitment to safeguarding marine ecosystems through science-based, transparent environmental disclosures. This step further strengthens APSEZ's dedication to nature-positive business practices and positions it as a leader in sustainable maritime logistics.
As part of this commitment, APSEZ will further enhance disclosure standards to ensure alignment with the TNFD recommendations in its corporate reporting starting FY26. This initiative is a key component of APSEZ's broader ESG strategy and reflects proactive approach in assessing and addressing nature-related dependencies, impacts, risks, and opportunities. APSEZ has already institutionalized climate risk assessment and disclosure practices that align with globally recognized frameworks and continues to set standards in environmental stewardship, having afforested over 4,200 hectares of mangroves and actively conserving an additional 3,000 hectares - making APSEZ the largest private sector contributor to mangrove ecosystem restoration in India. These efforts not only enhance biodiversity but also act as natural buffers against climate-related risks, building long-term business resilience for APSEZ.
FMCG shares witnessed selling pressure for the fourth consecutive trading session.
At 14:25 IST, the barometer index, the S&P BSE Sensex declined 458.66 points or 0375% to 84,519.83. The Nifty 50 index fell 150.45 points or 0.69% to 25,614.10.
In the broader market outperformed the frontline indices. The S&P BSE Mid-Cap index jumped 0.72% and the S&P BSE Small-Cap index gained 0.79%.
The market breadth was negative. On the BSE, 2,265 shares rose and 1,903 shares fell. A total of 229 shares were unchanged.
The Nifty FMCG index fell 0.69% to 55,768.85. The index fell 1.5% in the four consecutive trading sessions.
Godrej Consumer Products (down 2.14%), Tata Consumer Products (down 1.71%), ITC (down 0.98%), Patanjali Foods (down 0.93%), Colgate-Palmolive (India) (down 0.78%), Marico (down 0.58%), Varun Beverages (down 0.58%), United Breweries (down 0.42%), Nestle India (down 0.39%) and Hindustan Unilever (down 0.36%) declined.
Numbers to Track:
The yield on India's 10-year benchmark federal paper shed 0.08% to 6.523 from the previous close of 6.534.
In the foreign exchange market, the rupee edged higher against the dollar. The partially convertible rupee was hovering at 88.6200 compared with its close of 88.7700 during the previous trading session.
MCX Gold futures for 5 December 2025 settlement fell 0.30% to Rs 121,050.
The US Dollar Index (DXY), which tracks the greenback's value against a basket of currencies, was up 0.01% to 99.89.
The United States 10-year bond yield fell 0.46% to 4.088.
In the commodities market, Brent crude for December 2025 settlement declined 72 cents or 1.11% to $ 64.17 a barrel.
Dee Development Engineers declined 4.60% after the company reported a 20.1% year-on-year drop in consolidated net profit to Rs 17.80 crore, despite a 39.1% rise in revenue from operations to Rs 270 crore in Q2 FY26 over Q2 FY25.
City Union Bank jumped 8.16% after reporting a resilient second quarter performance for FY26. The bank’s total income rose 15% year-on-year to Rs 1,912 crore in Q2 FY26 from Rs 1,660 crore in Q2 FY25, supported by a 15% increase in interest income to Rs 1,653 crore. Operating profit grew 10% YoY to Rs 471 crore, while profit after tax (PAT) rose 15% YoY to Rs 329 crore from Rs 285 crore in the same period last year.
Adani Ports and Special Economic Zone (APSEZ) shed .11%. The company has reported 29% increase in consolidated net profit to Rs 3,120 crore on a 30% rise in revenue to Rs 9,167 crore in Q2 FY26 as compared with Q2 FY25.
Kalyani Steels declined 3.92% after the company reported a 7.18% year-on-year fall in consolidated net profit to Rs 62.54 crore on a 7.32% decline in revenue from operations to Rs 456.07 crore in Q2 FY26 over Q2 FY25.
Barring consumer durables all the sectoral indices on the NSE were traded in red with metal, IT and auto shares declining the most.
As per provisional closing data, the barometer index, the S&P BSE Sensex declined 519.34 points or 0.62% to 83,459.15. The Nifty 50 index fell 165.70 points or 0.64% to 25,597.65.
In the broader market, the S&P BSE Mid-Cap index declined 0.26% and the S&P BSE Small-Cap index shed 0.69%.
The market breadth was weak. On the BSE, 1,619 shares rose and 2,540 shares fell. A total of 177 shares were unchanged.
The stock market will remain closed on Wednesday, 5 November 2025, on account of Guru Nanak Jayanti.
IPO Update:
Billionbrains Garage Ventures (Groww) received bids for 18,00,58,800 shares as against 36,47,76,528 shares on offer, according to stock exchange data at 15:33 IST on Tuesday (4 November 2025). The issue was subscribed 0.49 times. The issue opened for bidding on 4 November 2025 and it will close on 7 November 2025. The price band of the IPO is fixed between Rs 95 and 100 per share.
Lenskart Solutions received bids for 2,51,49,46,203 shares as against 9,97,61,257 shares on offer, according to stock exchange data at 15:33 IST on Tuesday (4 November 2025). The issue was subscribed 25.21 times. The issue opened for bidding on 31 October 2025 and it will close on 4 November 2025. The price band of the IPO is fixed between Rs 382 and 402 per share.
The Nifty Metal index declined 1.44% to 10,499.05. The index rose 0.38% in the past trading session.
Welspun Corp (down 2.93%), Hindustan Copper (down 2.74%), Adani Enterprises (down 2.72%), National Aluminium Company (down 2.37%), NMDC (down 2.17%), Hindalco Industries (down 1.86%), Tata Steel (down 1.82%), Hindustan Zinc (down 1.52%), Jindal Stainless (down 1.39%) and JSW Steel (down 1.14%) declined.
Titan Company gained 2.28% after the company posted strong second-quarter earnings for FY26. The company’s consolidated revenue jumped 28.5% year-on-year to Rs 18,837 crore in Q2 FY26 from Rs 14,656 crore in Q2 FY25. profit after tax (PAT) surged 59% YoY to Rs 1,120 crore.
Bharti Airtel added 1.89% after the company reported 89.02% surge in consolidated net profit to Rs 6,791.7 crore on 25.73% increase in revenue from operations to Rs 52,145.4 crore in Q2 FY26 over Q2 FY25.
State Bank of India (SBI) rose 0.72%. The bank reported a standalone net profit of Rs 20,159.67 crore for Q2 FY26, up 9.97% year-on-year (YoY) and 5.21% sequentially. Total income stood at Rs 1,34,979.47 crore in the quarter ended 30 September 2025, rising 4.52% YoY but declining 0.26% quarter-on-quarter (QoQ).
Power Grid Corporation of India slipped 3.13% after the company’s consolidated net profit fell 5.98% to Rs 3,566.08 crore in Q2 FY26 as against Rs 3,793.02 crore posted in Q2 FY25. However, revenue from operations rose 1.75% YoY to Rs 11,475.95 crore recorded in the quarter ended 30 September 2025.
Adani Ports and Special Economic Zone (APSEZ) shed 0.02%. The company has reported 29% increase in consolidated net profit to Rs 3,120 crore on a 30% rise in revenue to Rs 9,167 crore in Q2 FY26 as compared with Q2 FY25.
Bajaj Finance gained 1.16% after the NBFC reported a sharp rise in festive season lending, driven by robust consumer demand and recent tax reforms. The company disbursed 63 lakh consumer loans between 22 September and 26 October 2025, marking a 27% jump in volume and a 29% increase in value compared with the same period last year.
Godfrey Phillips India dropped 3.62% after the cigarette maker reported 14.39% fall in consolidated net profit to Rs 304.99 crore in Q2 FY26 as against Rs 356.28 crore posted in Q2 FY25. Revenue from operations (excluding excise duty) declined 13.26% quarter-on-quarter (QoQ) to Rs 1,289.03 crore in the quarter ended 30 September 2025.
Gallantt Ispat gained 1.33% after the company reported a 78.42% year-on-year jump in consolidated net profit to Rs 87.23 crore on a 7.45% rise in revenue from operations to Rs 1,012.75 crore in Q2 FY26 over Q2 FY25.
3M India zoomed 16.29% after the company's net profit jumped 43.01% to Rs 191.33 crore on 14.01% rise in revenue from operations to Rs 1,266.49 crore in Q2 FY26 over Q2 FY25.
Kirloskar Brothers fell 1.54% after the company reported a 29.28% decline in consolidated net profit to Rs 67.4 crore on a 0.78% drop in revenue from operations to Rs 1,027.7 crore in Q2 FY26 over Q2 FY25.
European markets declined on Tuesday as investors awaited third-quarter results from Philips, Geberit, Associated British Foods, and Ferrari, which are scheduled to be released today.
Asia-Pacific markets ended lower, diverging from Wall Street’s tech-led rally overnight.
Australia's central bank holds rates at 3.60%. It had eased policy three times this year in February, May and August.
The gains in U.S. equities were fueled by renewed enthusiasm around artificial intelligence. Amazon shares jumped 4% after the company announced a $38 billion partnership with OpenAI, which will deploy hundreds of thousands of Nvidia graphics processing units. Nvidia stock also climbed about 2% after securing export licenses to supply its chips to the United Arab Emirates.
On Wall Street, the Nasdaq Composite rose on Monday as investors moved further into the artificial intelligence trade following a number of deal announcements.
The tech-heavy Nasdaq advanced 0.46% to finish at 23,834.72, while the S&P 500 traded up 0.17% to 6,851.97. The Dow Jones Industrial Average lagged, falling 226.19 points, or 0.48%, to 47,336.68.
On the segmental front, revenue from Domestic Ports was Rs 6,351 crore (up 16% YoY), International Ports revenue was Rs 1,077 crore (up 35% YoY), revenue from Logistics was Rs 1,055 crore (up 79% YoY), Marine revenue was Rs 641 crore (up 237% YoY) and Other revenue was Rs 43 crore (up 153% YoY).
EBITDA improved by 27% to Rs 5,550 crore in Q2 FY26 from Rs 4,369 crore posted in Q2 FY25.
Profit before tax in Q2 FY26 stood at Rs 82.8 crore, down by 3.6% from Rs 63.4 crore recorded in Q2 FY25.
In Q2 FY26, the company’s Cargo volume was 124 MMT (up 12% YoY), Rail volume was 178,927 TEUs (up 16% YoY) and GPWIS volume was 4.92 MMT (down 4% YoY).
The All-India market share of Adani Ports for September 2025 quarter was 28.1% (up 70 basis points YoY). The all-India container market share stood at 45.9%, up 150 basis points YoY.
Ashwani Gupta, whole-time director & CEO, said: “Our strong, across-the-board profitable growth momentum truly underscores the success of our unmatched Integrated Transport Utility value proposition.
Logistics and Marine businesses have continued their exponential growth trajectory, further reinforcing our port-gate to customer-gate offering. Our performance is a testament to the success of various operational efficiency and capital optimization initiatives, leading to the strongest ever H1 domestic ports EBITDA margin and significant improvement in Logistics RoCE.
The strategic expansion of our multi-modal capabilities---from our growing network of 12 logistics parks and 3.1 million sq. ft. of warehouses to our expanding trucking fleet and international freight services---demonstrates how we are creating a seamless supply chain ecosystem.
The ongoing expansion of our port capacities and our 127-vessel marine fleet across the MEASA1 region, with foray into West Africa waters, position us as a genuine integrated player in the global supply chain.”
Adani Ports and Special Economic Zone (APSEZ) is the largest private port operator in India. APSEZ operates a portfolio of 15 domestic ports/terminals with international presence at 4 global ports/terminals. Along with its port operations, it has its wide logistics network and offers various port based marine services to its owned ports/terminals as well as other ports.
The scrip rose 0.59% to currently trade at Rs 1453.20 on the BSE.
During Oct'25, APSEZ handled port cargo volume of 40.2 MMT (+6% YoY), led by containers (+24% YoY).
YTD Oct'25, APSEZ handled 284.4 MMT of port cargo (+10% YoY), led by containers (+21% YoY)
Logistics rail volume during Oct'25 stood at 60,387 TEUs (+16% YoY) and GPWIS volume was at 1.7 MMT (-6% YoY)
Logistics rail volume during YTD Oct'25 stood at 418,793 TEUs (+15% YoY). YTD Oct'25 GPWIS volume stood at 12.7 MMT (+1% YoY).