JSW Infrastructure Limited has informed the Exchange about Investor Presentation
JSWINFRA · price
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JSW Infrastructure filed its November 2025 investor presentation to the exchanges on 1st November 2025 under Regulation 30 of SEBI Listing Regulations. For Q2 FY26, the company reported total revenue of ₹1,372 crore (up 26% YoY), EBITDA of ₹716 crore (up 18% YoY), but PAT was marginally down 1% YoY at ₹369 crore. For H1 FY26, total revenue rose 23% YoY to ₹2,686 crore with PAT up 13% YoY at ₹758 crore, though operating EBITDA margin contracted to 47.8% from 51.5% in the prior year. Cargo handled grew 3% YoY to 28.9 MT in Q2 and 4% YoY to 58.2 MT in H1, partly impacted by weak iron ore exports at Paradip. The company outlined a clear growth roadmap to scale capacity from 177 mtpa to 400 mtpa by FY30, targeting ₹8,000 crore revenue and ₹2,000 crore EBITDA, with ₹9,000 crore planned capex. The balance sheet remains strong with net debt/EBITDA at 0.75x and investment grade ratings from S&P and Fitch (both BBB-/Stable).
Shareholders get a comprehensive view of the company's growth pipeline and FY30 targets, which underscores the long-term expansion story. However, near-term margin compression and weak iron ore volumes are watchpoints that could limit upside in the short term.