JSW Infra Sets Ambitious FY30 Targets with 400 Million Tonnes Cargo Capacity Goal, Projects 45-50% Consolidated Margins

JSW Infrastructure Limited , India's second-largest private commercial port operator, has unveiled ambitious targets for fiscal year 2030 (FY30), aiming to significantly expand its operations and financial performance.

Capacity and Revenue Targets

JSW Infrastructure has set its sights on achieving a cargo handling capacity of 400 million tonnes by FY30, a substantial increase from its current capacity. This expansion plan is part of the company's broader strategy to strengthen its position in the port and logistics sector.

In addition to capacity growth, JSW Infrastructure has outlined aggressive financial goals:

Logistics Revenue: ₹8,000.00 crore target for FY30
EBITDA Margin in Logistics: 25% target for FY30
Consolidated Margins: Expected to range between 45% to 50%

Near-Term Projections

For the more immediate future, JSW Infrastructure has provided guidance for fiscal year 2026 (FY26):

Cargo Volume Growth: Expected 8-10% increase, subject to iron ore market conditions
Logistics Business Revenue: Projected ₹7.00-8.00 billion
EBITDA Targets:
- Overall: ₹1.00 billion
- Navkar Subsidiary: ₹100.00 crore

Q2 FY2026 Performance Highlights

The company has also released its financial results for the second quarter of FY2026, demonstrating strong growth:

Metric	Q2 FY2026	YoY Change
Total Revenue	₹1,372.00 Crore	+26%
EBITDA	₹716.00 Crore	+18%
Cargo Handled	28.90 Million Tonnes	+3%

Strategic Developments

JSW Infrastructure has made several strategic moves to support its growth objectives:

Successful public hearings for proposed Greenfield ports at Keni (Karnataka) and Murbe (Maharashtra).
Acquisition of an 86-acre brownfield rail siding in Kudathini, Ballari (Karnataka) for development into a Multi-Modal Logistics Park.
Signing of a 30-year Concession Agreement for reconstruction and mechanisation of berths at Syama Prasad Mookerjee Port, Kolkata.
Announcement of a new multi-modal logistics park in Kudathini, Karnataka, scheduled to open within 2-3 months.

Financial Position

The company reports a strong balance sheet with:

Net Debt: ₹1,810.00 Crore
Cash and Bank Balance: ₹3,088.00 Crore
Gross Debt: ₹4,898.00 Crore
Net Debt to Operating EBITDA ratio: 0.75x

JSW Infrastructure has also secured an Investment Grade Rating (BBB-/Stable) from S&P Global Ratings and Fitch Ratings, underscoring its financial stability and growth potential.

As JSW Infrastructure continues to expand its capacity and diversify its operations, the company appears well-positioned to capitalize on the growing demand in India's port and logistics sector.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-3.80%	-3.19%	-9.60%	-2.12%	-8.82%	+88.94%

JSW Infrastructure Limited , India's second-largest private commercial port operator, has unveiled an ambitious growth strategy aimed at achieving sustained volume growth of over 20% compound annual growth rate (CAGR). The company plans to execute this strategy through aggressive port capacity additions, expansion of LNG terminals, and development of new container terminals.

Expansion Plans and Financial Performance

JSW Infra's growth strategy is underpinned by a robust financial performance in the second quarter. The company reported:

Total revenue of ₹1,372 crore, up 26% year-over-year (YoY)
EBITDA of ₹716 crore, an increase of 18% YoY
Profit After Tax (PAT) of ₹369 crore

The company handled 28.9 million tonnes of cargo in Q2, reflecting a 3% YoY growth. Notably, group cargo volume increased by 6% YoY, driven by strong performance at South West Port, Jaigarh Port, and Dharamtar Port.

Strategic Initiatives

To support its growth targets, JSW Infra has outlined several key initiatives:

Capacity Expansion: The company aims to increase its cargo handling capacity from the current 177 Million Tonnes Per Annum (MTPA) to 400 MTPA by FY2030.
Greenfield Ports: JSW Infra has successfully concluded public hearings for proposed greenfield ports at Keni (Karnataka) and Murbe (Maharashtra), marking significant progress in project development.
Logistics Segment Growth: The company is expanding its logistics network, including the acquisition of an 86-acre brownfield rail siding in Kudathini, Ballari (Karnataka), which will be developed into a state-of-the-art Multi-Modal Logistics Park.
New Concession Agreements: JSW Infra signed a 30-year concession agreement with Syama Prasad Mookerjee Port Authority, Kolkata, for reconstruction and mechanisation of berths with a total capacity of 0.45 million TEUs (6.3 MTPA).

Financial Strength and Outlook

The company maintains a strong balance sheet with a net debt of ₹1,810 crore and a healthy Net Debt to Operating EBITDA ratio of 0.75x. JSW Infra's financial stability is further evidenced by its recent achievement of an Investment Grade Rating (BBB-/Stable) from S&P Global Ratings and Fitch Ratings.

Conclusion

JSW Infrastructure's aggressive expansion strategy, coupled with its strong financial performance and strategic initiatives, positions the company well for long-term leadership in the maritime logistics sector. As the company continues to execute its growth plans, investors and industry observers will be watching closely to see if JSW Infra can maintain its momentum and achieve its ambitious targets in the evolving port and logistics landscape.