Navkar Corporation Limited — PPTs, 04-02-2026: Investor Presentation

Here's a concise, retail-friendly summary:

**1. Business Performance:**

JSW Infra delivered solid Q3 FY26 results with cargo volumes up 8% YoY to 31.7 MT, contributing to 9M FY26 cargo volumes of 90 MT (+5% YoY). Revenue rose 14% to ₹1,350 Cr in Q3 and 20% to ₹3,839 Cr for 9M. PAT grew 9% to ₹365 Cr in Q3 and 12% to ₹1,123 Cr for 9M. Strong performance was seen across key ports, with logistics arm Navkar Corp showing robust domestic (+45%) and EXIM (+19%) volume growth in Q3.

**2. Growth Drivers or Strategy:**

The company plans to significantly expand port capacity from 177 mtpa to 400 mtpa by FY30 through brownfield, greenfield, and inorganic growth. Its logistics business aims for ₹8,000 Cr revenue and ₹2,000 Cr EBITDA by FY30.

**3. Recent Developments:**

Key moves include signing an agreement for a 27 MTPA greenfield port in Oman (US$419M) and acquiring a ₹1,212 Cr rail rakes business to boost logistics. Various port expansion projects are actively progressing, including at Tuticorin, Mangalore, and Jaigarh.

**4. Key Financial Metrics:**

Q3 FY26 Revenue from Operations: ₹1,350 Cr (+14% YoY). Q3 FY26 Profit After Tax (PAT): ₹365 Cr (+9% YoY). The firm maintains a strong balance sheet with a Net Debt/Operating EBITDA of 0.76x as of Dec 2025.

**5. Management Commentary / Outlook:**

Management projects strong consolidated operating revenue growth at 38% CAGR (FY25-28) to ₹11,650 Cr, and operating EBITDA growth at 30% CAGR to ₹5,000 Cr. The company is well-positioned to capitalize on India's booming economy and infrastructure push.