Navkar Corporation Limited — PPTs, 10-02-2025: Investor Presentation
JSW Infrastructure, India's second-largest private port operator, is expanding its capabilities and aims to position itself for significant growth within the booming infrastructure sector.
**Financial Highlights:** In Q3 FY25, total cargo handled reached 29.4 million tonnes (MT), marking an 11% growth year-on-year for the first nine months of FY25 to 85.7 MT. Total revenue increased to ₹1,265 crore, up 24% YoY, with an EBITDA of ₹670 crore, reflecting a 20% growth.
**Strategic Initiatives and Growth Drivers:** The company plans to increase its port capacity from 174 MT to 400 MT by FY30 through a combination of brownfield expansions and new greenfield projects, capitalizing on government initiatives like the Sagarmala program.
**Business Developments:** Key projects include ongoing expansions at major ports such as V.O. Chidambarana (Tuticorin) and Jaigarh, alongside new initiatives like Keni Port and the slurry pipeline in Odisha, aimed at enhancing connectivity.
**Market Position and Competitive Advantage:** With a strategically located network of ports and terminals across India's East and West coasts, JSW Infrastructure retains a competitive edge through its robust operational infrastructure capable of accommodating larger vessels.
**Investor Implications:** The company’s focus on sustainability and a strong balance sheet, alongside its ambitious growth targets, indicates a positive outlook and potential for sustained market value appreciation.
