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

JSW Infrastructure saw strong Q1 FY27 performance with cargo handled up 6% YoY to 31 MT. Revenue from operations jumped 18% YoY to ₹1,445 Cr, and Operating EBITDA grew 16% YoY to ₹674 Cr. Net profit stood at ₹358 Cr. Port operations were robust, driven by Jaigarh, Dharamtar, and other terminals, while logistics arm Navkar Corp saw domestic cargo volumes surge 40% YoY.

The company aims to expand its ports capacity to 400 MTPA by 2030, a 2.4x increase, through brownfield expansions and greenfield projects like Keni and Murbe Ports. Logistics is a key growth area, targeting ₹8,000 Cr revenue and ₹2,000 Cr EBITDA by FY30 with strategic investments in ICDs, MMLPs, and rail/container rakes.

Recent highlights include capacity expansion at Goa and Mangalore Container Terminal, commencement of interim operations at Kolkata Container Terminal, and securing a new PPP project at Syama Prasad Mookerjee Port. Environmental clearance for Murbe Port's rail connectivity was also secured. The company successfully raised ₹7,503 Cr via QIP and received an Investment Grade rating from Moody’s.

Management projects consolidated revenue of ₹6,850 Cr and EBITDA of ₹3,000 Cr for FY27, with further growth to ₹10,800 Cr revenue and ₹5,000 Cr EBITDA by FY28. JSW Infra is well-positioned to capitalize on India’s economic growth and infrastructure push.