Navkar Corporation Limited — PPTs, 21-07-2026: Investor Presentation

JSW Infrastructure reported strong Q1 FY27 results, with cargo volumes increasing 6% YoY to 31 MT. Revenue from operations surged 18% YoY to ₹1,445 Cr, while Operating EBITDA grew 16% YoY to ₹674 Cr. Profit after Tax (PAT) stood at ₹358 Cr. Its logistics arm, Navkar Corp, saw domestic cargo volumes jump 40% YoY.

The company is aggressively expanding capacity, aiming for 400 MTPA by FY30. This strategy includes developing greenfield ports, securing new concessions like the Kolkata Container Terminal, and bolstering logistics with new Inland Container Depots (ICDs) and an expanded rail/container rake fleet.

Recent developments include completed capacity expansions at South West Port and Mangalore Container Terminal. Interim operations commenced at Kolkata Container Terminal, and Murbe Port received crucial environmental and rail connectivity approvals. JSW Infra also successfully completed a ₹7,503 Cr Qualified Institutional Placement (QIP).

Management forecasts FY27 consolidated revenue of ₹5,200 Cr and EBITDA of ₹2,600 Cr, with significant capex allocated to various projects slated for completion by FY27-FY28.