Slides
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Adani Ports and Special Economic Zone Ltd. Results presentation – Q1 FY26 5th August 2025 1 Annexure B
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Table of contents 2 A Group profile B APSEZ profile C Q1 FY26 performance highlights D Historical snapshot & FY26 guidance E Other updates F Annexure
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STRICTLY CONFIDENTIALSTRICTLY CONFIDENTIAL Group profile A
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Hamburger Menu Icon with solid fill Adani Portfolio: A World Class Infrastructure & Utility Portfolio 4 1. All 2,24,58,864 share warrants outstanding as of 30th June 2025 were converted during July 2025. Following the conversion, promoter shareholding in AGEL increased to 62.43% as of 18th July 2025 | 2. ATGL: Adani Total Gas Ltd, JV with Total Energies | 3. NQXT: North Queensland Export Terminal . On 17th Apr’25, Board of Directors have approved the acquisition of NQXT by APSEZ, transaction will be concluded post pending regulatory approval. | 4. Cement includes 67.53% (67.57% on Voting Rights basis) stake in Ambuja Cements Ltd . as on 30 th Jun’ 25 which in turn owns 50.05% in ACC Limited . Adani directly owns 6.64% stake in ACC Limited .| 5. Data center, JV with EdgeConnex | 6. AWL Agri Business Ltd. : AEL to exit Wilmar JV, diluted 13.50% through Offer For Sale (Jan’ 25), 10.42% stake has been diluted through Block Deal during Jul’ 25, agreement signed for residual 20% stake dilution . | 7. Includes the manufacturing of Defense and Aerospace Equipment | AEL : Adani Enterprises Limited | APSEZ : Adani Ports and Special Economic Zone Limited | AESL : Adani Energy Solutions Limited | T&D : Transmission & Distribution | APL : Adani Power Limited | AGEL : Adani Green Energy Limited | AAHL : Adani Airport Holdings Limited | ARTL : Adani Roads Transport Limited | ANIL : Adani New Industries Limited | IPP : Independent Power Producer | NDTV : New Delhi Television Ltd | PVC : Polyvinyl Chloride | GCC : Global Capability Centre l Promoter’s holdings are as on 30 th June, 2025 . (%): Adani Family equity stake in Adani Portfolio companies (%): AEL equity stake in its subsidiaries (%): Ambuja equity stake in its subsidiaries A multi-decade story of high growth centered around infrastructure & utility core NQXT3 AGEL1 Renewables AESL T&D ATGL2 Gas Discom APL IPP (61.91%) (71.19%) (37.40%) (74.96%) APSEZ Ports & Logistics (65.89%) (100%) ANIL New Industries AdaniConneX5 Data Centre (100%) (50.00%) AAHL Airports ARTL Roads (100%) (100%) Energy & Utility Transport & Logistics AWL6 Food FMCG (30.42%) NDTV (64.71%) Materials, Metal & Mining Ambuja Cements4 (67.53%) ACC4 (50.05%) Primary Industry Specialty Other AEL (73.97%) Incubator Flagship Copper, Aluminum Mining Services & Com. Mining (100%) (100%) PVC (100%) Listed cos Direct Consumer Infrastructure & Utility Core Portfolio Specialist Manufacturing7 (100%) GCC (100%) Sanghi4 (58.08%) Orient4 (72.66%)