Motilal Oswal Financial Services has come out with a bullish call on one of the Adani Group companies, projecting a potential upside of up to 28% from current levels. The brokerage highlighted strong fundamentals, improving earnings visibility, and sectoral tailwinds as key reasons behind its recommendation.
Which Adani Stock is in Focus?
The report identifies Adani Ports and Special Economic Zone (APSEZ) as the preferred pick within the Adani Group. The company has been delivering steady growth in cargo volumes, expanding port infrastructure, and entering into new strategic partnerships.
- Current Price (as of August 2025): Around ₹1,400 per share
- Target Price by Motilal Oswal: ₹1,800 per share
- Upside Potential: ~28%
Why Motilal Oswal is Bullish
- Strong Cargo Growth: Adani Ports reported a double-digit increase in cargo handled in Q1 FY26, outpacing industry averages.
- Revenue Visibility: Long-term contracts with global shipping companies ensure steady cash flow.
- Debt Reduction: The company has been focusing on deleveraging, reducing net debt-to-EBITDA to a comfortable range.
- Expansion Plans: New port terminals and logistics investments are expected to further boost revenues.
- Sector Tailwinds: India’s increasing trade volume and government push on infrastructure make the sector attractive.
Recent Updates You Should Know
- Q1 FY26 Results: APSEZ posted a consolidated net profit growth of over 18% year-on-year.
- Global Trade Outlook: With easing freight rates and improving global demand, shipping activity is rebounding.
- Adani Group’s Strategic Moves: Continued focus on infrastructure and energy transition, which indirectly benefits the logistics arm.
Analyst Takeaway
Motilal Oswal suggests that investors with a medium-to-long-term horizon could consider accumulating the stock at current levels, keeping in mind its strong fundamentals and growth outlook.
Risk Factors
- Global trade slowdown
- Regulatory challenges
- Rising fuel costs impacting logistics
✅ Conclusion: Motilal Oswal’s latest call indicates confidence in Adani Ports’ growth trajectory, with a potential 28% upside, making it one of the top Adani Group stocks to watch right now.