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JSWINFRA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
JSW Infrastructure, India's 2nd largest private ports operator, reported FY26 revenue of ₹5,361 crore (+20% YoY) with operating EBITDA of ₹2,604 crore (+15% YoY). Total cargo handled reached 122 MT (up 4% YoY), with third-party cargo at 48%. The company declared dividend of ₹0.90/share. Management guided for capacity expansion to 400 MTPA by 2030 (from 183 MTPA currently), with FY30 logistics revenue target of ₹8,000 crore. Key projects include slurry pipeline and Jatadhar Port (both due March 2027), Jaigarh/Dharamtar expansion (36 MTPA, March 2027), and Tuticorin terminal (7 MTPA, H2 CY26). The company has a strong balance sheet with net debt/EBITDA at 1.2x and investment-grade ratings from Fitch and S&P.
Positive for shareholders - strong operational growth with clear multi-year capacity expansion roadmap and robust balance sheet position the company well for value creation. The 42% revenue CAGR guidance for ports segment signals strong growth prospects.