JSW Infrastructure presents its investor presentation as of December 1, 2025, outlining its growth strategy, operational performance, and financial strength. Key highlights include strategic capacity expansion to 400 mtpa by FY30, robust financial results for H1 FY26, and a commitment to sustainability. The company aims to leverage its strategic assets and strong balance sheet for continued growth in the port sector.
Strategic Growth Initiatives
JSW Infrastructure is focused on expanding its port capacity to 400 mtpa by FY30 through a combination of brownfield and greenfield projects. This growth will be achieved through:
- Privatization Bids
- Value accretive acquisitions of port-related logistics infrastructure
- Leveraging the balance sheet for inorganic growth opportunities
Key Project Updates
Several projects are underway to increase capacity and improve connectivity:
- V.O. Chidambaranar Port, Tuticorin: Construction of a 7mtpa berth, expected completion by Q1 FY27.
- JNPA (Liquid Terminal): Two liquid cargo berths to commence operations in December 2025.
- Expansion at Mangalore Container: Capacity expansion to 6mtpa, expected completion by Q2 FY27.
- Kolkata Container Terminal: Concession agreement signed, expected completion in H1 FY28.
- Expansion at Dharamtar & Jaigarh: Targeting completion by March 2027.
- Oman Greenfield Port: Project IRR around 15%, commencement of operations targeted for H1CY29.
Financial Performance: H1 FY26
The company reported strong financial results for H1 FY26:
- Revenue from operations: ₹2,489 Crore
- Operating EBITDA: ₹1,191 Crore with a margin of 47.8%
- PAT: ₹758 Crore
The company’s Net Debt/Op EBITDA stands at 0.75x, indicating a strong balance sheet.
Operational Performance
In H1 FY26, JSW Infrastructure handled 58.2 MT of cargo, reflecting a 4% YoY growth. Third-party cargo constituted 49% of the total cargo handled. The company is focused on improving capacity utilization and driving operational efficiencies across its port facilities.
Commitment to Sustainability
JSW Infrastructure is committed to sustainable practices and has received recognition for its efforts. The company monitors its specific energy consumption, GHG emission intensity, and freshwater consumption. It also focuses on waste recycling and increasing the use of renewable energy.
Source: BSE