Navkar Corporation Limited — PPTs, 11-05-2026: Investor Presentation

JSW Infrastructure reported robust performance for the recent fiscal year.

1. **Business Performance:** Total cargo handled increased 4% year-over-year to 122 MT, with third-party cargo contributing 48%. Revenue from operations grew 20% to ₹5,361 Cr, and Operating EBITDA rose 15% to ₹2,604 Cr. Adjusted PAT was up 12% to ₹1,644 Cr. The Navkar Corp logistics segment saw domestic cargo jump 40% and EXIM cargo rise 21%.

2. **Growth Drivers or Strategy:** The company aims to nearly double its port capacity to 400 MTPA by 2030 and expand its logistics platform. This involves greenfield & brownfield projects, strategic acquisitions, and significant investment in rail and container rakes. They target ₹8,000 Cr revenue and ₹2,000 Cr EBITDA from logistics by 2030.

3. **Recent Developments:** Key projects are advancing, including the Kolkata Container Terminal and JNPA Liquid Terminal which are now operational or commencing interim operations. Acquisitions like Kudathini rail siding and Gati Shakti Terminal in Chennai further boost logistics.

4. **Key Financial Metrics:** The company maintains a strong balance sheet with a Net Debt/Operating EBITDA of 1.19x and RoCE of 13.5%.

5. **Management Commentary / Outlook:** Management expressed confidence in leveraging India's economic growth and infrastructure thrust to achieve its ambitious capacity and financial targets, supported by investment-grade credit ratings.