Navkar Corporation Limited — PPTs, 01-09-2025: Investor Presentation

JSW Infrastructure delivered a strong Q1 FY26. Total cargo handled increased 5% YoY to 29.4 Million Tonnes (MT), significantly driven by an 8% rise in third-party cargo, now 52% of total volumes. The logistics arm, Navkar Corp, also saw strong recovery with ICD volumes up 31%.

Strategically, the company aims to aggressively expand port capacity from 177 MTPA to 400 MTPA by FY30 through greenfield, brownfield, and privatization projects. A key focus is growing the logistics business, targeting ₹8,000 Crore revenue and ₹2,000 Crore EBITDA by FY30. Recent wins include a 6.3 MTPA container terminal contract at Kolkata Port.

Financially, Q1 FY26 saw operating revenue surge 21% YoY to ₹1,224 Crore. Operating EBITDA grew 13% YoY to ₹581 Crore, and Profit After Tax (PAT) jumped 31% YoY to ₹390 Crore. The balance sheet is robust with Net Debt at ₹1,246 Crore. Management is optimistic about capitalizing on India’s economic growth and infrastructure push for future expansion.