JSW Infrastructure Limited — PPTs, 11-05-2026: Investor Presentation

JSW Infrastructure delivered strong FY26 performance, handling 122 MT cargo (+4% YoY) with third-party volumes at 48%. Revenue from operations jumped 20% to ₹5,361 Cr, and operating EBITDA grew 15% to ₹2,604 Cr. The Navkar Corp logistics segment showed significant domestic (40%) and EXIM (21%) cargo growth.

The company aims to expand its port capacity to 400 mtpa by 2030, leveraging brownfield projects, greenfield port development like Keni and Jatadhar, and government privatization initiatives. Key logistics growth involves new ICDs/MMLPs, Gati Shakti Cargo Terminals (GCTs), and investing in rail/container rakes, targeting ₹8,000 Cr revenue and ₹2,000 Cr EBITDA for logistics by FY30. Recent updates include interim operations starting at Kolkata Container Terminal, progress on Tuticorin berth and Mangalore container expansion, and significant advancement on the Odisha Slurry Pipeline. The balance sheet remains robust with investment-grade ratings, supporting growth.