JSW Infrastructure Limited has informed the Exchange about Investor Presentation
JSWINFRA · price
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JSW Infrastructure, India's second-largest private port operator with 177 mtpa capacity, shared its Q1 FY26 results and FY30 growth plan via an investor presentation. Q1 FY26 cargo handled rose 5% YoY to 29.4 MT, with third-party cargo share climbing to 52% from 50%. Operating revenue grew 21% to ₹1,224 crore, operating EBITDA rose 13% to ₹581 crore (margin 47.5%), and PAT jumped 31% to ₹390 crore. The company targets scaling capacity to 400 mtpa by FY30, with revenue of ₹8,000 crore and EBITDA of ₹2,000 crore, backed by ₹9,000 crore in capex. Key projects in the pipeline include Jatadhar Port (30 mtpa), Keni Port (30 mtpa), Murbe Port (33 mtpa), a 30 mtpa slurry pipeline, and the newly won Kolkata Container Terminal (6.3 mtpa). Net debt remains low at ₹1,246 crore against ₹4,360 crore cash, with net debt/equity at just 0.11x.
The strong Q1 results and clear FY30 roadmap reinforce confidence in JSW Infrastructure's growth trajectory, though margins showed slight YoY compression (EBITDA margin 51.1% vs 55.1%). The robust project pipeline and near-debt-free balance sheet position the company well to fund expansion both organically and via acquisitions.