Macquarie将Adani港口评为“外景”, 引述了印度物流部门强劲增长潜力。
Macquarie rates Adani Ports as "Outperform," citing strong growth potential in India's logistics sector.
Macquarie给予Adani Ports和特别经济区(APSEZ)“外向”评级, 凸显了该公司在印度不断增长的物流部门的战略地位。
Macquarie gave Adani Ports and Special Economic Zone (APSEZ) an "Outperform" rating, highlighting the company's strategic position in India's growing logistics sector.
印度最大的港口运营商APSEZ计划到2030年将其国内货运量增至8亿至8.5亿公吨,投资8 000亿卢比,从25至29财政年度不等。
APSEZ, India's largest port operator, plans to expand its domestic cargo volume to 800-850 million metric tonnes by 2030, investing Rs 800 billion from FY25 to FY29.
报告引用了强劲的现金流动、多样化的货物组合以及战略港口地点作为关键增长驱动因素,预期24至27财政年度的CAGR收入增长14%。
The report cites strong cash flows, a diversified cargo mix, and strategic port locations as key growth drivers, with expected revenue growth of 14% CAGR over FY24-FY27.