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Investment case

Robust fundamentals driving the nation’s progress

APSEZ is India's largest Integrated Transport Utility, operating an efficient portfolio of ports, logistics infrastructure, marine assets and port-based SEZs. With access to 90% of the Indian hinterland, our extensive network drives greater value for customers

Our model, supported by cutting-edge technologies, allows us to handle large cargo volumes, reduce logistics costs, and facilitate seamless nationwide goods movement. This integration enables end-to-end logistics solutions, enhanced visibility along the supply chain, greater operational control, and improved customer experience.

As India moves towards becoming a global manufacturing hub, our unmatched scale and expertise position us to enhance the nation’s competitiveness, paving way for sustained growth and long-term value creation.

Investment Case 1

Comprehensive Network and Advanced Infrastructure Driving Efficiency and Value

  • Extensive waterfront and hinterland assets, including multi-commodity ports, in-house marine and dredging fleet, and multi-modal hinterland assets, delivering end-to -end transport solutions and last-mile connectivity, ensuring seamless operations from port to customer gate
  • Advanced infrastructure capable of handling diverse cargo types, efficient loading and unloading timelines, and advanced cargo evacuation infrastructure enhance productivity and operational efficiency
  • Customised cargo solutions tailored to unique customer requirements, such as conveyors and Single Point Mooring, provide added value and operational flexibility
  • SEZ land banks in ports’ backyards offer plug-and-play solutions, enhancing port volumes and supporting industrial growth
  • Proven track record in turning around acquired operations demonstrates our ability to integrate and optimise new assets, driving continuous improvement and operational excellence

Investment Case 2

Cutting-Edge Technology Driving Operational Excellence

Our ports, MMLPs, and other marine and logistical assets are seamlessly integrated through advanced technology applications, enhancing supply chain visibility and allowing us greater operational control:

  • New-age terminal operating systems and ITUP, along with Navis and IPOS, significantly boost port efficiency and cargo visibility, while PCS connects all stakeholders digitally for seamless interactions
  • Integration of SMART Port technologies, including automation, mechanisation, and big-data analytics, enhances efficiency and ensures real-time cargo tracking
  • Our port in Vizhinjam is the country’s first automated transshipment port with AI-powered systems, including 8 semi-automated RMQCs and 24 fully automated CRMGs. Additionally, it is equipped with VTMS for real-time vessel monitoring optimising berth allocation and enhancing navigation safety
  • Located in Ahmedabad, our Strategic Command Centre centralises real-time tracking of rail and road cargo using advanced data analytics to improve efficiency, asset utilisation, and customer satisfaction, ensuring comprehensive supply chain visibility
  • Trucking Management Solution (TMS): Launched this year, TMS is an in-house developed system offering real-time tracking and comprehensive trucking solutions. Integrated with customer systems and supported by SLA-based fulfilment, it currently focusses on trucking operations with plans to extend application across the value chain

Investment Case 3

Building Strong Relationships for Sustained Success

By fostering long-term partnerships and leveraging global expertise, we have consistently enhanced our operational excellence and driven innovation across our operations

  • Long-term relationships with marquee customers have resulted in more than half of our cargo being sourced from these key clients, ensuring a stable and reliable revenue stream. These partnerships span diverse industries, providing consistent cargo volumes and protecting us from economic and commodity price volatility
  • Collaborations with global shipping giants like Mediterranean Shipping Company (MSC) and CMA CGM enhance our operational capabilities and expand our reach in the container segment. These partnerships also provide the shipping lines access to our strategically located ports and hinterland connections, improving their service offerings
  • Joint ventures with international partners such as John Keels & Sri Lanka Port Authority for Colombo West International Terminal and the Gadot Group for Haifa Port in Israel gives us an opportunity to leverage their local market expertise

56%

Sticky cargo

Investment Case 4

Cultivating Talent for Sustained Growth

At APSEZ, we recognise that our employees are our most valuable assets, and by supporting their growth and development, we ensure the continued success and resilience of our organisation

  • By fostering a culture of continuous learning through development programmes, we empower employees to upskill and innovate. This ensures our workforce remains agile and competitive in a dynamic business landscape
  • Our programmes identify and nurture high-potential employees, creating a robust pipeline of future leaders. This focus on leadership ensures we have the visionaries needed for sustained success
  • Developing agile strategies allow us to quickly adapt to changing business needs and market conditions, ensuring resilience and flexibility
  • Initiatives to boost engagement and job satisfaction create a positive work environment, driving higher performance, innovation, and retention

Investment Case 5

Investment Grade Ratings: A Mark of Stability and Growth

  • International rating agencies have recognised APSEZ's robust financial credibility and disciplined management by assigning ratings that align with India's sovereign rating, making it the only Indian port infrastructure company to achieve this distinction
  • APSEZ has also achieved the distinction of being assigned the highest possible rating by all four major domestic rating agencies
  • Consistent investment-grade ratings reflect APSEZ’s strong financial health and disciplined management, underpinned by a robust portfolio of seaports, marine and logistics assets and adequate liquidity position
  • Being rated at par with India's sovereign rating highlights APSEZ's significance in the global market, attracting investors looking for stable and promising growth opportunities
  • It also opens access to domestic capital markets at the most competitive rates

Domestic Ratings

  • CAREEDGE – AAA/Stable
  • ICRA – AAA/Stable
  • India Ratings – AAA/Stable
  • CRISIL – AAA/Stable

International Ratings

  • S&P - BBB-/Negative
  • Moody's – Baa3/Negative
  • Fitch – BBB-/Negative

Investment Case 6

ESG at the Core of Our Business

Our commitment to environmental, social, and governance (ESG) excellence is reflected in our outstanding ratings across multiple platforms

  • Achieved Leadership status (A-) in CDP Climate Change, and Water Security
  • Rated with a Low Risk score of 13.7 by Sustainalytics
  • Entered the top 10 global companies in our sector according to the CSA
  • Ranked 1st in Environment Dimension in our sector of CSA
  • Attained Prime status from ISS, signifying our responsible investment grade
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Climate Change

  • Net Zero Emissions: APSEZ Group by 2040
  • Renewable Energy: 100% electricity from RE sources by 2025
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Circular Economy

  • Zero Waste to Landfill (ZWL): 12 operational ports certified to ZWL
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Waste Management

  • Sustain waste handled through 5R principles >95%
  • 32% Waste Intensity Reduction
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Water

  • 62% Water Consumption Intensity Reduction
  • 67% Water Withdrawal from non-shared sources
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Biodiversity

  • Net Positive Impact (NPI) by 2050
  • No Net Deforestation by 2050
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Social

  • Women: 4.5%
  • 12 - Differently abled persons employed
  • 86% workforce trained on DE&I and Human Rights
  • 67% suppliers assessed for ESG
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Community Impact

Lives Impacted: 8.6 lakhs directly through CSR activities this year

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Safety Commitment

Zero Harm Commitment