JSW Infrastructure Limited — PPTs, 08-12-2025: Investor Presentation

JSW Infrastructure is significantly expanding its logistics footprint by acquiring 100% equity in JSW Mineral Rail Logistics, JSW Rail Infra Logistics, and JSW (South) Rail Logistics for an enterprise value of ₹1,212 Cr. This strategic move strengthens the company's presence in the rail logistics business, aligning with its ambitious target of ₹8,000 Cr revenue and ₹2,000 Cr EBITDA for the logistics segment by FY30.

The acquired businesses currently operate 21 railway rakes, projected to increase to 25 by March 2026. The consolidated EBITDA for these operations was ₹39 Cr in H1 FY26, with an estimated ₹88 Cr for FY26. Management forecasts this segment to achieve ₹250 Cr EBITDA by FY28, with PAT of ₹60 Cr in FY27 and ₹90 Cr in FY28, making the transaction EPS accretive.

This acquisition provides a key competitive edge due to a moratorium on new GPWIS licenses until February 2027. It ensures immediate operational readiness and stable cash flows through 10-year agreements with anchor customers like JSW Steel. This acquisition is crucial for JSW Infra's long-term vision of operating 110 rakes by FY30, enhancing seamless rail-port integration and fostering third-party growth. Full financial integration is anticipated by Q1 FY2027.