Q2 2025 Adani Enterprises Ltd Earnings Call Transcript
Key Points
- Adani Enterprises Ltd (BOM:512599) recorded its highest ever EBITDA of INR8,654 crore for the half year, marking a 47% increase year-on-year.
- The emerging core infra businesses reported a significant 85% increase in half-year EBITDA to INR5,233 crore.
- The company achieved a 138% increase in profit before tax to INR2,678 crore for the first half of FY25.
- Adani Enterprises Ltd's airport business handled approximately 53% of India's passenger movements, showcasing strong operational performance.
- The mining services portfolio saw a 32% increase in dispatches and a 65% rise in EBITDA, indicating robust growth in this segment.
- The company's CapEx for the first half was lower than anticipated due to extended monsoon periods, affecting project timelines.
- There is a sequential moderation in the segment EBITDA for the ANIL segment, attributed to order spillovers.
- Interest expenses are expected to rise slightly due to FX-based borrowings, despite a drop in sequential interest costs.
- The copper business is yet to contribute meaningfully to the company's financials, with significant EBITDA expected only in the last quarter of the year.
- The timeline for the completion of the Navi Mumbai airport and other projects may face delays due to monsoon-related disruptions.
Ladies and gentlemen, good day. And welcome to the earnings call of Adani Enterprises, Q2 FY25 conference call hosted by Investec Capital Services. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr Adia, Baria. Thank you and over to you, sir.
Thanks (inaudible) Good evening, everyone, and welcome to the Q2 FY25 earnings call of Adani Enterprises. We have the senior management of the company represented by Mr. Robbie Singh, CFO of any Enterprises; and Mr. Manan Vakharia, Investor Relations. I would like to welcome them and thank them for giving us the opportunity to hold the call. I would now hand the floor to Mr. Robbie Singh for opening now. Over to you, sir.
Thank you. Good evening, everyone. We welcome you to the earnings call to discuss Adani Enterprise's results announced today for the quarter and half year ended September 30. Over the
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