JSW Infrastructure Limited — PPTs, 08-05-2026: Investor Presentation

JSW Infrastructure reported strong FY26 results: revenue from operations surged 20% YoY to ₹5,361 Cr, and operating EBITDA increased 15% to ₹2,604 Cr. Adjusted net profit climbed 12% to ₹1,644 Cr. The company handled 122 MT of cargo, up 4%, with 48% from third-party customers. Q4 also saw robust growth, with revenue up 19% to ₹1,522 Cr and operating EBITDA rising 20% to ₹769 Cr.

Strategic growth is driven by port capacity expansion, targeting 400 MTPA by FY30 through new projects like the completed JNPA Liquid Terminal and the upcoming Keni and Murbe greenfield ports. The logistics segment is expanding with the acquisition of 25 rail rakes and plans for more, alongside new ICDs and Gati Shakti terminals.

Recent developments include the Kolkata Container Terminal concession and progress on the Slurry pipeline. The board proposes a dividend of ₹0.90/share. The company's outlook is strong, projecting consolidated revenue of ₹10,800 Cr and EBITDA of ₹5,000 Cr by FY28.