JSW Infrastructure Limited — PPTs, 30-04-2025: Investor Presentation

**Financial Highlights:**

Total revenue increased by 20% to ₹4,829 Crore, with EBITDA rising 17% to ₹2,615 Crore and net profit jumping 31% to ₹1,521 Crore for FY 2025. In Q4 FY25, revenue was ₹1,372 Crore (+14% YoY), while operating EBITDA grew to ₹641 Crore (+10% YoY). The company maintains a strong balance sheet with gross debt at ₹4,659 Crore and a cash balance of ₹3,188 Crore.

**Strategic Initiatives & Growth Drivers:**

The company is expanding its logistics presence by acquiring a 70.37% stake in Navkar Corporation and initiating operations at JNPA and Tuticorin terminals. It is also targeting capacity expansions with new greenfield projects at Jatadhar and Keni ports.

**Business Developments:**

JSW Infrastructure has completed the acquisition of the Slurry Pipeline business and received a Letter of Intent for Murbe Port. Additionally, enhancements to existing ports’ cargo handling capacities are in progress to significantly increase throughput.

**Market Position & Competitive Advantage:**

JSW Infrastructure is a leading player in the private port sector, utilizing strategic geographic positions and diverse capabilities to boost operational efficiency and expand its market share.

**Investor Implications:**

Robust revenue growth and strategic acquisitions enhance logistics capacity, indicating positive growth potential. Investors should keep an eye on execution risks, particularly regarding planned expansions and new project completions.