Adani Enterprises Limited (AEL)

Adani Enterprises Limited (AEL) - The Goose that Lays Golden Eggs

We expect AEL's consolidated revenue and net profit to have a CAGR of 19.5% and 107.3%, respectively, to INR 1,18,612 Cr and INR 6,917 Cr during FY22-25E due to various strategic advantages.

  • Adani Airports, which manages an enviable portfolio, offers clear revenue visibility for the next 50 to 70 years, at least.
  • Their foray in the green hydrogen space is not only about being a first mover in India, but is a platform on which Adani is primed to scale globally.
  • Data Centres, another mushrooming space & prime opportunity given India's demographic offer clearly visible potential for AEL.
  • With India's focus on self-sufficiency in the Defence sector, AEL's vertical for production of small arms, UAVs, drones & aircraft parts is also strategically placed.
  • The cherry on the cake is the capital and cash flow management capabilities of the firm.

Ventura Securities report 'AEL - A goose that lays golden eggs' contains primary and secondary research findings including:

  • Company overview
  • Deep dives into each of AEL's business segments, valuations and peer comparisons
  • Financial summaries and analysis
  • Stories in charts,
  • Management commentary, quarterly trends, annual report takeaways
  • Projections
  • Risks and concerns
  • Ventura's unique Business Quality Score.

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