Adani Group shares were in focus as several of its agencies declared their consequences for the fourth sector of FY25. With gautam Adani-led adani Companies Ltd. set to announce its income report soon, stock brokerages have already reviewed the overall performance of five indexed groups from the organization and shared sparkling rate objectives and advice for buyers.
Those agencies consist of adani Green electricity Ltd., adani electricity Answers Ltd., ACC Ltd., Ambuja Cements Ltd., and Awl agri Commercial Enterprise (hereinafter referred to as adani Wilmar). Whilst analysts remain assured about a few stocks, others have acquired combined perspectives due to valuation worries or vulnerable elements of commercial enterprise performance.
ADANI Green Power
Brokerage company Emkay international has set a brand new goal fee of Rs 1,500 for adani Green Electricity. The organization's profits earlier than interest, tax, depreciation, and amortization (EBITDA) rose 31% 12 months on year in the march area. This increase changed into support with the aid of a 30% upward thrust in operational capability and higher use of capacity, which collectively helped boom the sale of power by using 44%.
However, the agency's net debt additionally rose by 37% from the previous 12 months to Rs 72,900 crore. This becomes especially true due to capital spending of Rs 24,800 crore in FY25. The corporation stated that rains had bogged down paintings at the Khavda project, restricting the capacity addition to 3.3 GW in FY25. But for FY26, the steering is stronger at 5 GW, with 1 GW expected to be prepared within the next month.
The management also stated that it now has the objective to have 25% of its strength sales from merchant and commercial customers. Emkay delivered that both EBITDA and profit after tax were slightly higher than expected for the entire year.
ADANI electricity solutions
Adani electricity Answers had an excellent quarter, reporting a 35% increase in sales for Q4FY25. This became particularly because of more capacity, growth in its regulatory asset base, and an upward push in smart meter installations. EBITDA jumped forty-four percent, and earnings after tax accelerated by forty-eight percent as compared to the ultimate year. Margins additionally advanced to 35%.
The agency's order book stood at Rs 59,940 crore. It had a 28% share in a year in which the arena saw file transmission venture bidding really worth Rs 1.6 lakh crore. The agency installed 3.13 million smart meters and has goals to attain 10 million by FY26, with another 22.8 million in the pipeline.
Based totally on the robust effects, Elara Securities raised its goal fee to Rs 1,013 from Rs 930 but downgraded the score from 'purchase' to 'collect.' ICICI Securities saved its 'purchase' score with a slightly raised goal of Rs 1,127 from Rs 1,101. However, Cantor gave an 'obese' score but decreased its 12-month goal to Rs 1,690 from Rs 1,978 because of a drop in valuation of peer agencies in the quarter.
ACC AND AMBUJA CEMENTS
Cement makers ACC and Ambuja Cements also noticed sparkling goal fees after announcing Q4 results. The vintage inventory dealer stated ACC's earnings have stepped forward and valuations are honest. It gave a goal rate of Rs 2,100.
Ambuja Cements, in the meantime, specializes in turning across the assets it recently acquired. For this inventory, Antique advised a fee target of Rs 595. JM economics said it prefers Ambuja Cements over ACC because of better increased visibility. It saved a 'purchase' score on Ambuja with an unchanged goal rate of Rs 635. The brokerage also favored Ambuja's robust marketplace role, huge presence throughout India, and leading extent increase.
However, JM Monetary decreased its EBITDA estimates for ACC by using 3% for FY26 and FY27 and brought down its march 2026 target price to Rs 2,150 from Rs 2,250.
awl agri enterprise (ADANI WILMAR)
Awl agri Business, in advance referred to as adani Wilmar, suggested a blended set of outcomes for the march zone. ICICI Securities stated that even as overall revenue grew 38% year-on-year, this was led by using price increases. Volumes rose a simple eight percent, and performance throughout segments became steady. Volume in fit-for-human-consumption oil grew by 7% regardless of inflation, which the brokerage stated turned into a great signal.
But the organization also misplaced 30 foundation points in edible oil marketplace percentage, and the food section handiest grew 10% in volume, which became beneath its advance growth trend of over 15%. Gross profit and EBITDA, according to Ton, also fell 22% and 44%, respectively, compared to the previous zone.
At the tremendous facet, the employer saw sturdy growth in southern India, in which volumes in the edible oil segment grew 25%. This region now accounts for 10% of overall edible oil sales. The organization is specializing in increasing its distribution community and spending more on branding to win back lower market share. ICICI Securities gave a target rate of Rs 360 for the inventory.
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