JSW Infrastructure Limited — PPTs, 21-07-2026: Investor Presentation

JSW Infrastructure delivered a solid Q1 FY27 performance. Revenue from operations jumped 18% YoY to ₹1,445 Cr, while operating EBITDA rose 16% YoY to ₹674 Cr. The company handled 31 MT of cargo, a 6% YoY increase, largely driven by strong throughput at Jaigarh, Dharamtar, and South West Ports. Domestic logistics volumes surged 40% YoY. PAT stood at ₹358 Cr.

The company is strategically focused on aggressive expansion, aiming to boost its port capacity to 400 mtpa by FY30. Key projects include Keni Port (30mtpa) and Murbe Port (33mtpa), along with ongoing expansions. In logistics, plans involve greenfield ICDs, GCT bids, and growing its rail and container rake fleet.

Recent developments include capacity expansions at South West Port and Mangalore Container Terminal, commencement of interim operations at Kolkata Container Terminal, and securing a new PPP project at Syama Prasad Mookerjee Port. A successful ₹7,503 Cr QIP further strengthens its balance sheet, which boasts ₹9,863 Cr in cash.

Management anticipates robust growth, targeting consolidated revenue of ₹5,200 Cr and EBITDA of ₹2,600 Cr for FY27, further rising to ₹8,000 Cr revenue and ₹4,300 Cr EBITDA by FY28. Major projects like Tuticorin berth, Kolkata Container Terminal, and the Odisha Slurry Pipeline are slated for completion in FY27-FY28.