Adani Group Stocks In Focus After ₹2 Trillion Capex Plan

Shares of Adani Group companies have had a weak start in 2026, falling as much as 26% so far this year. This is sharper than the nearly 10% decline seen in the Nifty 50.

Among the biggest losers, AWL Agri Business led the fall, followed by NDTV, ACC Limited, and Ambuja Cements, all down over 20%. However, Adani Power Limited stood out, gaining around 9% during the same period.

₹2 Trillion Annual Capex Plan

The group recently announced an ambitious plan to invest ₹2 trillion annually over the next 5 years. These investments will focus on building new infrastructure in sectors like renewable energy, power transmission, airports, logistics, and data centres.

The group also plans to expand capacity significantly. For example, port capacity under Adani Ports and Special Economic Zone Limited is expected to double by 2030, while power generation capacity is planned to grow sharply by FY32.

Key Listed Companies Of The Adani Group 

• Adani Enterprises Limited (AEL): This is the main company of the group. It works in areas like mining, infrastructure development, and coal trading.
• Adani Ports and Special Economic Zone Limited (APSEZ): India’s largest private port company, handling cargo and logistics operations.
• Adani Green Energy Limited (AGEL): Focuses on producing clean energy from sources like solar and wind.
• Adani Power Limited (APL): Runs thermal power plants and generates electricity.
• Adani Energy Solutions Limited (AESL): Works in electricity transmission and distribution.
• Adani Total Gas Limited (ATGL): Develops and supplies city gas networks.
• Adani Wilmar Limited (AWL): Operates in the FMCG sector, mainly dealing with food products and edible oils.
• Ambuja Cements Limited & ACC Limited: These are cement companies owned by the group, strengthening its presence in the construction materials sector.

Read More: LPG Price in India Today, March 18: Check Rates in Delhi, Mumbai, Bangalore and More Cities.

Conclusion

Despite weak stock performance in early 2026, the aggressive ₹2 trillion annual capex signals strong long-term intent from the Adani Group. With major investments planned across renewables, infrastructure, and logistics, companies like Adani Ports and Special Economic Zone Limited and Adani Power Limited could see significant capacity expansion. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Investments in the securities market are subject to market risks. Read all related documents carefully before investing.