JSW Infrastructure presented its investor presentation, outlining its strategic initiatives and financial performance. The company reported 31.7 MT of cargo handled in Q3 FY26, an 8% YoY increase. They are targeting capacity of 400 MTPA by FY30. Further, the company aims to scale up its logistics business to achieve a topline of over ₹8,000 crore by FY30, leveraging both organic and inorganic growth opportunities.
Operational and Financial Performance
In Q3 FY26, JSW Infrastructure reported strong operational results:
- Cargo Handled: 31.7 MT (up 8% YoY) and 90 MT in 9M FY26 (up 5% YoY).
- Revenue from Operations: ₹1,350 Crore in Q3 FY26, a 14% YoY increase, and ₹3,839 Crore in 9M FY26, up 20% YoY.
- Operating EBITDA: ₹644 Crore in Q3 FY26, a 10% YoY increase, and ₹1,835 Crore in 9M FY26, up 13% YoY.
Strategic Growth Initiatives
JSW Infrastructure is focused on several key strategies for future growth:
- Increasing port capacity to 400 mtpa by FY30 through brownfield and greenfield projects.
- Expanding logistics business to reach a topline of over ₹8,000+ crore by FY30.
- Pursuing organic and inorganic growth opportunities in the port and logistics sectors.
Key Project Updates
The company provided updates on several ongoing projects:
- V.O. Chidambaranar Port, Tuticorin: Construction of 7mtpa berth, targeting completion by H2 CY26.
- Expansion at Mangalore Container: Capacity expansion from 4.2 to 6mtpa, expected completion by Q2 FY27.
- LPG at Jaigarh: Capacity of 2mtpa, targeting completion during FY2027.
- Slurry Pipeline Project (30 mtpa): Construction to be completed by March 2027.
Logistics Business Expansion
The company plans to enhance its logistics capabilities through:
- Establishing Greenfield ICDs (Inland Container Depots).
- Participating in Gati Shakti Multi-Modal Cargo Terminal (GCT) projects.
- Pursuing inorganic opportunities such as acquiring CFS and ICD businesses.
Financial Outlook
JSW Infrastructure provided revenue guidance for the coming years:
- FY26E Revenue: ₹5,400 crore
- FY27E Revenue: ₹7,020 crore
- FY28E Revenue: ₹11,650 crore
Source: BSE
