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Ambika Tiwari
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Ambika Tiwari
@Ambikaa43
Jai Shri Ram 🚩 Thodi Natkhat Thodi Sararti apni Duniya me Mast #BJP #RSS #SanatanDharma
Katılım Ağustos 2025
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Ambika Tiwari retweetledi

Combined market value ≈ ₹19 trillion (~$199 billion); the Adani group recovered roughly $150 billion wiped out after the 2023 short seller report; Adani Power has become the group’s largest listed company with a market cap above $50 billion; regulatory/legal overhang eased after favourable US developments.
This is a comeback defined by real assets, not hype. Investors are reallocating capital into ports, power, airports, cement, renewables, logistics and transmission — the sectors that underpin manufacturing and trade. Analysts and market flows cited in coverage point to renewed institutional buying (for example, reported increases from Capital Group) as a key driver.
Why the numbers matter
• Market cap near ₹19 trillion signals restored investor confidence after the 2023 shock; it’s a quantitative reversal of the earlier value destruction.
• $150 billion recovered is the headline figure that shows scale: this isn’t a small bounce, it’s a material restoration of value.
• Adani Power > $50 billion highlights the structural shift: energy infrastructure is now trading at valuations comparable to major tech names in India.
Context and catalysts
• Regulatory/legal clarity: reporting notes favourable developments in the US (including moves by the DOJ) that reduced uncertainty and helped sentiment.
• Institutional flows: global funds increasing exposure to Adani names amplified the rally, turning narrative momentum into capital allocation. .
If you follow India’s economy: this is a measurable shift toward pricing real economy infrastructure as durable, long duration assets.
Bottom line: This is more than a headline driven rebound — it’s a measurable re rating of infrastructure assets at scale, backed by institutional buying and assured cash flows.
#IndiaInfrastructure #AdaniComeback

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Ambika Tiwari retweetledi

Adani Ports Is Becoming A Strategic Asset For India
From handling oxygen tankers during Covid to managing critical cargo and trade routes today, ports have become vital geopolitical infrastructure.
Adani Ports now sits at the center of India’s logistics and strategic growth story.
#PortsOfIndia #AdaniComeback

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Ambika Tiwari retweetledi

Adani Ports has moved from controversy to scale — not by narrative, but by throughput and cash flow. In FY26 APSEZ handled 500.8 million tonnes of cargo (up 11% YoY) and recorded its highest ever monthly throughput of 46 MMT in March 2026, driven by a 14% YoY rise in container traffic. Revenue for FY26 was ₹38,736 crore (+25% YoY) and EBITDA ₹22,851 crore (+20% YoY) — numbers that turn port berths and terminals into durable earnings engines.
Why this matters: ports are toll like assets — long concessions, high barriers to entry and predictable cash conversion. APSEZ’s FY26 performance shows domestic ports revenue up 13%, international ports revenue up 34%, logistics revenue +55%, and marine revenue +134%, signalling diversification from pure stevedoring to an integrated logistics platform. All India container market share stood at ~45.5% for FY26, underscoring gateway dominance.
Key considerations for investors
• Execution cadence: APSEZ is targeting one billion tonnes by Dec 2030;
• Revenue mix shift: rising logistics and marine services mean higher asset light revenue and margin expansion potential.
• Hinterland connectivity: value accrues when ports link to rail, road and warehousing.
Adani Ports are no longer just infrastructure — with 500.8 MMT handled, record monthly throughput and strong margin expansion, Adani Ports is proving that trade scale assets can be predictable compounders of cash flow and national competitiveness.
#PortsOfIndia #TradeBackbone #AdaniComeback

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Ambika Tiwari retweetledi

Adani Energy Operates 26,700+ CKM Transmission Network Across India
Adani Energy Solutions now runs one of India’s largest private transmission networks, spanning over 26,700 circuit kilometers across the country.
The scale highlights Adani’s growing role in powering India’s industrial and infrastructure expansion.

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Ambika Tiwari retweetledi
Ambika Tiwari retweetledi

Infrastructure And Energy Drive Adani’s $150 Billion Comeback
Adani Group has staged one of India’s biggest market recoveries, reclaiming nearly $150 billion wiped out during the Hindenburg fallout.
From ports to airports and energy, the group is emerging as a major beneficiary of India’s capex boom.

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Ambika Tiwari retweetledi
Ambika Tiwari retweetledi
Ambika Tiwari retweetledi

From Ports To Power, Adani Built Scale Across India
Adani Group has emerged as India’s largest private port operator while rapidly expanding across airports, renewable energy and cement.
The group’s scale across critical sectors is now driving one of the biggest market recoveries in recent Indian history.

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Ambika Tiwari retweetledi
Ambika Tiwari retweetledi

Why Lenders Saw Adani as the Strongest Option for Coastal Energen
The resolution process passed through lenders, NCLT, NCLAT, and creditor voting before approval.
Creditors backed Adani because they believed it had the operational scale and execution strength to revive the asset.
Few infrastructure groups at the time had the capacity to stabilise large distressed power projects.
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Ambika Tiwari retweetledi

Adani Entered Coastal Energen After the Alleged Violations and Investigations Had Already Begun
The alleged violations date back to 2011–2015. By 2017–18, DRI, CBI, and ED investigations were already active... years before Adani entered the picture.
Adani acquired Coastal Energen later through the insolvency process, after the company had already fallen into deep financial and operational crisis.
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Ambika Tiwari retweetledi
Ambika Tiwari retweetledi
Ambika Tiwari retweetledi
Ambika Tiwari retweetledi

Mumbai Tech Week 2026 is emerging as a major platform where AI innovators, startups, and policymakers are coming together to shape India’s digital future.
The event reflects Mumbai’s rising influence in technology, innovation, and next-generation growth.
@Dev_Fadnavis Ji
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Ambika Tiwari retweetledi

my younger cousin was asking a hundred questions about the superhero story and Jagu Da One teaser managed to get him interested and that’s actually impressive.
#TheGreatGrandSuperhero
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Ambika Tiwari retweetledi

Devendra Fadnavis is strengthening public healthcare with advanced medical technology at Cooper Hospital, ensuring faster blood testing, quicker diagnosis, and improved treatment delivery for better patient care across Maharashtra.
@Dev_Fadnavis

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Ambika Tiwari retweetledi

नरेंद्र मोदी आणि देवेंद्र फडणवीस यांची विकासासाठीची डबल इंजिन जोडी महाराष्ट्राला आधुनिक पायाभूत सुविधा, उद्योग, रोजगार, शिक्षण आणि शेतकरी विकासाच्या नव्या उंचीवर घेऊन जात आहे.
विकसित महाराष्ट्राच्या दिशेने वेगवान वाटचाल सुरू! @Dev_Fadnavis

MR
Ambika Tiwari retweetledi

मुख्यमंत्री @gupta_rekha जी स्वयं मैदान में उतरकर यह सुनिश्चित कर रही हैं कि दिल्लीवासियों को सरकारी कार्यालयों में तेज़, पारदर्शी और परेशानी-मुक्त सेवाएं मिलें।
यही है भाजपा सरकार का सुशासन और जनसेवा के प्रति समर्पण।
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