Navkar Corporation Limited — PPTs, 22-07-2025: Investor Presentation

**Financial Highlights:**

JSW Infrastructure's Q1 FY26 saw Total Revenue up 19% YoY to ₹1,314 Cr and PAT surging 31% to ₹390 Cr. Cargo handled grew 5% to 29.4 MT, with 52% from third parties. The logistics arm achieved a ₹2 Cr PAT turnaround from a prior loss.

**Strategic Initiatives & Growth Drivers:**

The company targets 400 mtpa port capacity by FY30 (from 177 mtpa) via greenfield/brownfield projects, including Kolkata container terminal redevelopment. Logistics aims for ₹8,000 Cr revenue by FY30, emphasizing asset-light terminals and inorganic growth.

**Business Developments:**

Increased third-party cargo share highlights revenue diversification. New terminal operations commenced at Tuticorin and JNPA, expanding capacity. Strategic MoUs and a rail infrastructure resolution plan underscore ongoing business expansion efforts.

**Market Position & Competitive Advantage:**

As India's second-largest private port operator, JSW Infrastructure leverages strategically located assets across both coasts. Its diversified presence in ports and logistics strengthens market leadership and offers scale advantages.

**Investor Implications:**

Robust Q1 performance and ambitious growth plans signal strong long-term potential. While substantial capital expenditure and numerous large projects offer growth, investors should monitor execution closely.