I would stick my head out and say that they have got world class ports.They have acquired ports in both east and west coast and maybe in a few years it would be a monopoly kind of business. With the port trusts undergoing decline , this can be a good bet, once the debts are retired. This is a good cash flow business with good margins. If the new port at Vizhinjam comes up and transforms itself into a major transhipment port replacing Colombo it could be a bonus.This is one Adani business with solid assets and this is a sector i work in.Iam investing in the present downfall in stock price.
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