Navkar Corporation Limited — PPTs, 30-04-2025: Investor Presentation

**Financial Highlights:**

JSW Infrastructure reported total revenue of ₹4,829 crore, a 20% increase YoY. EBITDA reached ₹2,615 crore, reflecting a 17% YoY growth, while net profit surged to ₹1,521 crore (+31% YoY). The volume of cargo handled was 117 million tonnes (MT), showing a 9% growth, with third-party cargo volume rising significantly by 34%. The balance sheet is strong, with gross debt at ₹4,659 crore and a cash balance of ₹3,188 crore.

**Strategic Initiatives & Growth Drivers:**

The company is pursuing major expansion plans, targeting 20 GW generation capacity and 800,000 kilolitres per annum storage capacity by FY30. Interim operations have started at JNPA Liquid Terminal and Tuticorin Terminal, while logistics efforts are strengthened by acquiring a majority stake in Navkar Corporation and developing a slurry pipeline in Odisha.

**Business Developments:**

JSW completed the acquisition of the Slurry Pipeline business and received a Letter of Intent for the greenfield Murbe Port. Expansion efforts are also underway at various existing terminals to enhance logistics capabilities.

**Market Position & Competitive Advantage:**

JSW Infrastructure holds the position of India’s second-largest private port operator, benefiting from strategic locations and diversified investments across the energy, steel, and cement sectors.

**Investor Implications:**

The results showcase positive growth potential with a strong operational foundation and aggressive strategic expansions. Investors should watch for execution risk associated with ongoing projects and market fluctuations.