JSW Infrastructure Limited , India's second-largest private port operator, has released its investor presentation for August 2025, showcasing robust growth and ambitious expansion plans. The company reported impressive financial and operational results for the first quarter of fiscal year 2026, demonstrating its strong position in the maritime infrastructure sector.

Q1 FY26 Performance Highlights

JSW Infrastructure handled a total cargo volume of 29.40 million tonnes (MT) in Q1 FY26, marking a 5% year-on-year growth. Notably, the share of third-party customers increased to 52% from 50% in the previous year, indicating the company's success in diversifying its client base.

The company's financial performance was equally impressive:

• Operating revenue grew by 21% year-on-year to ₹1,224.00 crore
• Operating EBITDA increased by 13% to ₹581.00 crore
• Profit After Tax (PAT) surged by 31% to ₹390.00 crore

Expansion Strategy and Project Updates

JSW Infrastructure has outlined an ambitious growth strategy to expand its capacity from the current 177 million tonnes per annum (mtpa) to 400 mtpa by FY30. This expansion plan includes:

1. Brownfield expansions
2. Greenfield developments
3. Strategic acquisitions

Key project updates include:

• Ongoing construction at the Tuticorin Terminal, with 1.07 MMT cargo handled through interim operations in Q1 FY26
• Progress on the JNPA Liquid Terminal, with 70% of pipelines installed and 0.30 MMT cargo handled through interim operations
• Expansion of the Mangalore Container Terminal from 4.20 to 6.00 mtpa
• Development of LPG facilities at Jaigarh Port
• Capacity expansion at Dharamtar and Jaigarh ports by 36 mtpa

Strategic Developments

The company has made significant strides in expanding its portfolio:

• Received a Letter of Award from Syama Prasad Mookerjee Port Authority for redeveloping and mechanizing container berths at Kolkata
• Signed a binding MoU with Konkan Railway Corporation for developing Bhoke Railway Siding in Ratnagiri district
• The Committee of Creditors approved JSW Infrastructure's resolution plan for NCR Rail Infrastructure Limited under the Corporate Insolvency Resolution Process

Financial Strength

JSW Infrastructure maintains a strong balance sheet with a net debt of ₹1,246.00 crore as of June 30, 2025. The company's cash reserves stand at ₹4,360.00 crore, providing ample liquidity for future growth initiatives.

Sustainability and Recognition

The company's commitment to sustainability has been recognized with several awards:

• Leadership Grade (A-) in CDP's 2024 Supplier Engagement Assessment
• Dharamtar Port won the 24th Global Environment & Sustainability Award 2025
• JSW Paradip Terminal and Paradip East Quay Coal Terminal were awarded Best BOT Operator by Paradip Port Authority for the third consecutive year

JSW Infrastructure's strong Q1 FY26 performance and clear expansion strategy position it well to capitalize on India's growing maritime infrastructure needs. As the company continues to diversify its operations and enhance its capacity, it remains a key player in India's port sector.

JSW Infrastructure Limited (JSW Infra) has taken a significant step in expanding its port operations by incorporating a new wholly-owned subsidiary, JSW Kolkata Container Terminal Private Limited. This strategic move comes in response to a recent contract award and aligns with the company's growth plans in the container terminal sector.

Key Highlights

• New Subsidiary: JSW Kolkata Container Terminal Private Limited was incorporated on August 1, 2025, as a wholly-owned subsidiary of JSW Infrastructure Limited.
• Project Details: The subsidiary is established to undertake a major port development project in Kolkata.
• Contract Award: JSW Infra received a Letter of Award (LOA) from Syama Prasad Mookerjee Port Authority for a significant container terminal project.

Project Scope

The newly formed subsidiary will be responsible for executing a substantial port infrastructure project, which includes:

1. Reconstruction of Berth No. 8
2. Mechanization of Berth Nos. 7 and 8 at Netaji Subhash Dock of Kolkata Dock System

The project will be developed on a Design, Build, Finance, Operate and Transfer (DBFOT) basis through a Public-Private Partnership (PPP) model. The terminal will provide integrated container handling services for all types of containers.

Strategic Importance

This development marks JSW Infra's entry into the Kolkata port sector, potentially strengthening its position in eastern India's maritime infrastructure. The establishment of the new subsidiary fulfills a key requirement of the LOA, which mandated the creation of a Special Purpose Vehicle (SPV) within 30 days of the award to enter into a concession agreement.

Financial Details

• Initial Capital: The subsidiary is incorporated with an initial capital of ₹1.00 lakh, comprising 10,000 equity shares of ₹10.00 each.
• Shareholding: JSW Infrastructure Limited holds 100% of the share capital of JSW Kolkata Container Terminal Private Limited.

Company Statement

Hitesh Kanani, Company Secretary and Compliance Officer of JSW Infrastructure Limited, stated in the regulatory filing, "The Company has incorporated a wholly owned subsidiary namely JSW Kolkata Container Terminal Private Limited on 1st August, 2025."

This strategic expansion by JSW Infrastructure into the Kolkata port sector underscores the company's commitment to growth and its vision to play a larger role in India's port infrastructure development. The new terminal project is expected to enhance container handling capabilities at the Kolkata port, potentially boosting trade and economic activities in the region.