On Monday, May 5, Adani Group stocks saw a powerful upward surge across the board,as investors cheered strong earnings, new business deals, and growth investments across verticals.
The rally came amid a mix of positive corporate announcements, quarterly results, and strategic project investments, painting a bullish picture for the conglomerate. Some stocks in the group soared as much as 10% intraday, signaling renewed investor confidence in the business fundamentals and future growth roadmap of the company.
1. Adani Total Gas Surges Over 10% Despite Dip in Profit
Stock Performance:
- Price: ₹659.7 per share
- Intraday Jump: ↑10.2%
Shares of Adani Total Gas were the top gainers among stocks, rallying over 10% intraday. This rise came after the company posted a 15% YoY increase in net sales, reaching ₹1,341.26 crore in Q4 FY25, compared to ₹1,166.95 crore in Q4 FY24.
However, quarterly net profit declined 8% YoY, to ₹154.59 crore from ₹167.96 crore in the previous fiscal’s Q4. Despite the dip in profitability, investors remained optimistic, likely factoring in the long-term potential of India’s city gas distribution infrastructure and renewable transition.
2. Adani Ports Gains 7% as Q4 Profit Jumps 50%; ₹13,000 Cr Investment Announced
Stock Performance:
- Price: ₹1,356.30 per share
- Intraday Jump: ↑7.04%
Adani Ports and Special Economic Zone (APSEZ) continued its strong momentum after reporting robust March quarter results. Net profit rose 50% YoY, and EBITDA jumped 21%, backed by a significant increase in cargo volumes and logistics growth.
The market also reacted positively to APSEZ’s investment plans, with Managing Director Karan Adani revealing a ₹13,000 crore expansion project at Vizhinjam International Seaport. The port’s cargo handling capacity is set to increase from 1.2 million TEUs to 5 million TEUs by 2028.
Karan emphasized that APSEZ is scaling up its marine, logistics, and agri-logistics businesses, which aligns with India’s growing infrastructure demand and export-import (EXIM) trade.
3. Adani Enterprises Soars Nearly 8% on Profit Surge and Stake Sale Gain
Stock Performance:
- Price: ₹2,470 per share
- Intraday Jump: ↑7.69%
Shares of Adani Enterprises, the flagship firm of the Group, surged nearly 8% after the company posted an exceptional Q4 performance. Net profit jumped 7.5 times to ₹3,845 crore in Q4 FY25, compared to ₹450.58 crore in Q4 FY24.
This massive jump was primarily driven by a one-time gain of ₹3,286 crore from a stake sale in Wilmar, along with strong performance in its solar manufacturing and airports business. EBITDA also saw a healthy 19% YoY growth.
The result positions A. Enterprises as a multi-vertical growth engine, benefitting from India’s transition towards clean energy, urban mobility, and infrastructure modernization.
4. Adani Green Energy Jumps Over 7% on New Solar Power Deal
Stock Performance:
- Price: ₹970.50 per share
- Intraday Jump: ↑7.21%
Adani Green Energy (AGEL) stocks advanced over 7% intraday after its subsidiary Adani Green Energy Sixty-Nine Limited signed a Power Purchase Agreement (PPA) with the Uttar Pradesh Power Corporation Limited (UPPCL).
Under the agreement, AGEL will supply 400 MW of solar power from its upcoming Rajasthan-based solar PV project to UPPCL. The deal adds to AGEL’s robust renewable pipeline, strengthening its position as one of India’s largest clean energy producers.
Investors interpreted this development as a positive step toward long-term revenue visibility and regulatory alignment with state-run power utilities.
5. Adani Power Rises 9.6% Despite Dip in Net Profit
Stock Performance:
- Price: ₹575.6 per share
- Intraday Jump: ↑9.6%
Companies shares also saw a sharp rally, rising nearly 10% intraday. This came despite a 5% YoY dip in net profit to ₹2,599.23 crore in Q4 FY25. The decline was mainly due to lower recognition of one-time items from the previous year.
However, total revenue increased by 5.3% YoY to ₹14,522 crore, driven by higher volumes, partially offset by lower tariff realization. The strong top-line growth reassured investors about the company’s operational stability.
6. Adani Energy Solutions and Ambuja Cement Also Advance
Energy Solutions:
- Price: ₹957.9 per share
- Jump: ↑6.82%
Ambuja Cements:
- Price: ₹545.30 per share
- Jump: ↑2.56%
Adani Energy Solutions and Ambuja Cements, part of the portfolio, also joined the rally. While Ambuja’s rise was relatively modest, the broader sentiment across the group contributed to cumulative market cap gains across Group firms.
7. Political Developments: Trump Officials Met Adani Reps
In a related development, Bloomberg reported that representatives for Gautam and his companies met officials from the Trump administration regarding the dismissal of criminal charges in an overseas bribery probe.
While the details remain unclear, market participants are closely watching whether this could affect international investor sentiment or regulatory scrutiny, especially in global jurisdictions.
So far, the rally indicates that the domestic market remains focused on the operational and financial performance of whole Group of companies.
8. Summary of Stock Movements (May 5, 2025)
| Group Company | Stock Price (₹) | Intraday Change (%) |
|---|---|---|
| Adani Total Gas | 659.7 | +10.2% |
| Adani Ports & SEZ | 1,356.30 | +7.04% |
| Adani Enterprises | 2,470 | +7.69% |
| Adani Green Energy | 970.50 | +7.21% |
| Adani Power | 575.6 | +9.6% |
| Adani Energy Solutions | 957.9 | +6.82% |
| Ambuja Cements | 545.30 | +2.56% |
9. Conclusion: Company Sees Renewed Optimism Across Investors
The sharp rally in Adani Group stocks on May 5 reflects a resurgence of investor confidence, driven by:
- Strong financial performance in Q4 FY25 across several verticals
- Strategic investments in ports, renewable energy, and logistics
- Government-aligned energy deals, like the UPPCL solar pact
- Reassurance through robust dividends and growth guidance
With the group focusing on sustainable infrastructure, clean energy, and logistics, it continues to play a pivotal role in India’s growth narrative.
As international scrutiny persists and political narratives emerge, the group’s business resilience and diversified revenue sources could provide investors with long-term value, particularly in capital-intensive, regulated sectors.
