Transport Infrastructure industry
15 companies · ₹6.1 L cr · 5 with AI deep dives
5y revenue CAGR
median 2.9%(p25 -22.72% · p75 16.58%)
5y avg ROCE
median 13.09%(p25 7.67% · p75 19.75%)
Debt / equity
median 0.45x(p25 0.36x · p75 0.58x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindMiddle East geopolitical disruption suppressing cargo mix and international volumes4 managements
Four of five managements cited Middle East conflict or geopolitical developments as a direct negative. ADANIPORTS noted scrap and paper imports fell to near-zero, and that Morbi…
- ADANIPORTS (Q4 FY26): “Morbi is all gone is zero because of LPG. So the scrap is zero from Middle East. The…”
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| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Adani Ports & Special Economic Zone Ltd | ₹4.1 L cr | Unlock | earnings quality strongdeleveraging | |
| GMR Airports Ltd | ₹1.1 L cr | Unlock | ||
| JSW Infrastructure Ltd | ₹73,861 cr | Unlock | capex coming onlineearnings quality strong | |
| Gujarat Pipavav Port Ltd | ₹7,203 cr | Unlock | earnings quality strong | |
| BF Utilities Ltd | ₹2,147 cr | Unlock | ||
| Innovision Ltd | ₹672 cr | Unlock | roce compounderearnings quality weak | |
| Allcargo Terminals Ltd | ₹672 cr | Unlock | earnings quality strong | |
| Dreamfolks Services Ltd | ₹358 cr | Unlock | latent operating leveragenet cash | |
| Highway Infrastructure Ltd | ₹341 cr | Unlock | roce compounderearnings quality weak | |
| ATLANTAA Ltd | ₹293 cr | Unlock | deleveraging | |
| Noida Toll Bridge Company Ltd | ₹83 cr | Unlock | ||
| Starlog Enterprises Ltd | ₹61 cr | Unlock | ||
| Vms Industries Ltd | ₹53 cr | Unlock | deleveraging | |
| Gayatri Highways Ltd | ₹46 cr | Unlock | earnings quality strong | |
| MEP Infrastructure Developers Ltd | ₹10 cr | Unlock | capital destroyer |