6 companies · ₹4.7 L cr · 4 with AI deep dives · Q1FY27 report
Middle East conflict hollows out international corridors; domestic port volumes hold, splitting the bucket
P/E below the sub-industry median of 23.25x, 5y ROCE above its median of 12.39%, and at least 2 growth triggers stated on the latest earnings call.
Which names clear this screen is premium
The screen runs on stated growth triggers from the latest earnings calls - the same guidance data the stock screener reserves for premium. Premium names every company in this industry that is cheap against its own median and has the triggers behind it.
Diwali open house: sign in free and Premium is open to you until 8 Nov.See plans →Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
Six of seven covered managements cited the ongoing Middle East conflict as a direct volume or revenue headwind. Effects manifest across: logistics rail TEU at ADANIPORTS (-19%…
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
Create a free account →Sept 26: 0 of 4 reported so far, so it is not in the trend above.
Breadth: 100% of 4 companies grew revenue year on year (was 100% a quarter earlier) and 75% expanded margin (was 75%).
The median name trades at 23.3x, -3.5% against this industry's own 5-year median of 24.1x, and -36.3% against its own peak of 36.5x.
Adani Ports & Special Economic Zone Ltd is 82.7% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
| 46.1x |
| 28.1x |
| 13.6% |
| 48.6% |
| +18.1% |
| Unlock |
| Gujarat Pipavav Port Ltd | ₹7,655 cr | 13.7x | 9.6x | 28.2% | 61.1% | +32.5% | Unlock |
| Allcargo Terminals Ltd | ₹695 cr | 16.8x | 4.0x | 12.1% | 19.7% | +14.5% | Unlock |
| Starlog Enterprises Ltd | ₹53 cr | - | -6.7x | -14.0% | -71.1% | -6.3% | Unlock |
| Vms Industries Ltd | ₹42 cr | 28.5x | 10.7x | 5.1% | -0.2% | +13.1% | Unlock |