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:

1. 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.

2. 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.

3. 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.

4. 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.

JSW Infrastructure Limited , a key player in India's infrastructure sector, has released its financial results for the second quarter of fiscal year 2026. The company reported strong growth across various metrics, demonstrating its resilience and operational efficiency in the infrastructure sector.

Financial Highlights

JSW Infrastructure's Q2 FY2026 results showcase significant improvements:

• Total revenue reached ₹1,372.00 crore, marking a 26% year-on-year increase
• EBITDA grew by 18% to ₹716.00 crore
• Operational EBITDA increased by 17% to ₹610.00 crore
• Profit after tax stood at ₹369.00 crore

Operational Performance

The company demonstrated strong operational performance:

• Handled 28.90 million tonnes of cargo, representing a 3% increase
• Volume growth driven by strong performance at South West Port, Jaigarh Port, and Dharamtar Port
• Paradip Iron Ore terminal experienced a 2.10 million tonnes shortfall due to weak seaborne iron ore export conditions

Financial Stability

JSW Infrastructure maintains a robust financial position:

• Cash and cash equivalents of ₹3,088.00 crore
• Net debt to operating EBITDA ratio of 0.75x
• Received investment grade ratings of BBB-/Stable from S&P Global Ratings and Fitch Ratings

Subsidiary Performance

Navkar Corporation, a subsidiary, showed impressive growth:

• EXIM cargo volumes reached 79,000 TEUs, up 20%
• Domestic cargo volumes increased to 394,000 metric tonnes, up 46%

Strategic Developments

JSW Infrastructure continues to expand its operations:

• Completed public hearings for proposed Greenfield ports at Keni and Murbe
• Acquired an 86-acre rail siding in Ballari for ₹57.00 crore
• Signed a 30-year concession agreement for container berths at Netaji Subhas Dock, Kolkata

These results and developments underscore JSW Infrastructure's strong position in the market and its continued focus on growth and expansion in the infrastructure sector. The company's ability to maintain robust financial performance while pursuing strategic initiatives positions it well for future success in India's evolving infrastructure landscape.