Adani Group Share Price Rises After Budget 2026: Key Drivers Behind the Surge | Stock Market Today

Adani Group shares saw a notable uptick on Monday, following the announcement of the Union Budget 2026. The surge in Adani Group shares was spearheaded by Adani Green Energy Ltd., climbing 3.8%, while other Group companies like Sanghi Industries Ltd., Adani Ports & SEZ Ltd., and Ambuja Cements Ltd. also saw noticeable gains.

Investors’ optimism appears to stem from a combination of strong operational updates, sector-specific developments, and government policy measures that support renewable energy and infrastructure growth.

Market Performance

• Adani Green Energy Ltd.: +3.8%
• Sanghi Industries Ltd.: Notable upward movement
• Adani Ports & SEZ Ltd.: Positive traction
• Ambuja Cements Ltd.: Uptrend observed

The overall sentiment in the stock market today reflects renewed confidence in Adani Group’s strategic operations and expansion plans, following a period of volatility in the past months.

Key Developments Driving Growth

• Government Policy Support
  • Finance Minister Nirmala Sitharaman announced the exemption of basic customs duty on imports of sodium antimonate for use in manufacturing solar glass.
  • This move directly benefits Adani Green Energy, which has been commissioning new solar projects, including the recent Khavda project in Gujarat.
• Power Sector Expansion
  • Adani Power secured a long-term power purchase agreement of 3,200 MW from Assam’s power distribution company.
  • The company continues to expand its capacity pipelines, strengthening its position in India’s power sector.
• Infrastructure and Logistics
  • Adani Ports & SEZ Ltd. operates 15 domestic and 4 international ports, handling nearly 30% of India’s cargo and 50% of container volumes.
  • These operations contribute significantly to the Group’s steady growth and market positioning.
• Energy Solutions Growth
  • Adani Energy continues to develop India’s electricity transmission, distribution, smart metering, and cooling networks, driving operational progress across the sector.
• Global Credit Recognition
  • The Japan Credit Rating Agency (JCR) recently awarded credit ratings to three Adani companies:
    • APSEZ: A- (Stable)
    • Adani Green Energy Ltd.: BBB+ (Stable)
    • Adani Energy Solutions Ltd.: BBB+ (Stable)
  • APSEZ’s rating surpasses India’s sovereign rating threshold, marking a notable milestone in the Group’s global credit journey.

Company Highlights

• Adani Green Energy Ltd.: Focused on solar project commissioning and renewable energy expansion.
• Adani Ports & SEZ Ltd.: Dominant logistics player handling major cargo and container volumes.
• Adani Power Ltd.: Expanding long-term agreements and power generation capacity.
• Adani Energy Solutions Ltd.: Driving transmission, distribution, and energy efficiency projects.

Summary

The Adani Group share price movement after Budget 2026 reflects both policy tailwinds and ongoing operational progress. Exemptions on key imports for solar manufacturing, expansion of energy and port operations, and international credit recognition are shaping positive market sentiment.

Investors are closely watching the Group’s growth trajectory as it continues to strengthen its presence in renewable energy, infrastructure, and logistics. The combination of policy support, project execution, and global credit acknowledgment is creating a favorable backdrop for the stock market today.

Source: NDTV Profit