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JSWINFRA · price
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JSW Infrastructure reported FY26 consolidated revenue of ₹5,361 crore (+20% YoY) and Operating EBITDA of ₹2,604 crore (+15% YoY), with Q4 FY26 revenue at ₹1,522 crore and Operating EBITDA at ₹769 crore. Total cargo handled was 122 MT (+4% YoY) with third-party cargo at 48%. The company expanded its logistics segment through the Navkar Corp acquisition (consolidated from October 2024) and rail rakes business (25 rakes acquired, order placed for 40 more). Key project updates include JNPA Liquid Terminal completed, Kolkata Container Terminal concession signed, and construction progressing at Tuticorin, Jatadhar, and slurry pipeline projects. The Board recommended dividend of ₹0.90/share. Management provided detailed FY27 and FY28 guidance with revenue targeting ₹6,850 crore and ₹10,800 crore respectively.
Strong operational and financial performance with robust 20% revenue growth. The company's clear multi-year guidance (FY27-28) and 2030 roadmap targeting 400 mtpa capacity demonstrates confident growth outlook. The significant expansion in logistics segment and improving margins positions the company well for sustained shareholder value creation.