Adani Ports and Special Economic Zone (ADANIPORTS) Investor presentation summary

Scale and integration

• Operates 15 multi-commodity ports in India and 4 international ports, with logistics covering 95% of India's hinterland and a marine fleet of 247 vessels.

• Asset footprint includes ports, logistics parks, marine services, 2,000+ trucks, 12 Mn sq.ft. warehouses, and a target to handle 1 billion metric tonnes by 2030.

• Ports are strategically located across India's coastline and key global trade routes, with a total capacity of 653 MMT, expanding to 1 billion tonnes.

• Logistics network connects ports to consumption centers via dedicated freight corridors, rakes, trucks, and agri silos.

• Land bank near ports and industrial clusters enables cargo generation and economic activity.

Capability, partnerships, and balance sheet

• Advanced digital integration and automation drive efficiency, with AI-enabled systems reducing costs and improving asset utilization.

• Lean organization structure with operational activities handled by expert partners and a focus on skill-building programs.

• Strategic partnerships with global players accelerate overseas expansion and ensure high levels of sticky cargo.

• Maintains an investment-grade, deleveraged balance sheet with net debt/EBITDA at 1.9x and no refinance risk.

• Long-term debt maturity profile is well-matched with strong funds from operations.

India growth momentum

• Direct beneficiary of India's GDP growth, industrialization, infrastructure, energy, and agriculture expansion.

• India's merchandise export target is $1 trillion by 2030, with container handling capacity to reach 40 million TEUs.

• Port capacity expansion aligns with national growth, focusing on containers, multipurpose, and bulk terminals.