Navkar Corporation Limited has formally announced the release of JSW Infrastructure's February 2026 investor presentation in compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The announcement was made through a regulatory filing dated February 04, 2026, addressed to both BSE Limited and National Stock Exchange of India Limited.

Regulatory Compliance and Disclosure

The company secretary Deepa Gehani signed the regulatory filing, confirming that the investor presentation has been released by JSW Infrastructure Limited, which serves as the ultimate holding company of Navkar Corporation Limited. The presentation is also available on the company's official website at www.navkarcorp.com as per Regulation 46 of the Listing Regulations.

JSW Infrastructure Overview

JSW Infrastructure operates as part of India's leading conglomerate with a turnover of US$23.00 billion as of FY25. The company maintains a total operational capacity of 177 mtpa across strategically located ports and terminals in India, with additional international operations.

Q3 and 9M FY26 Operational Performance

The ports segment demonstrated steady growth with cargo handling increasing by 8% year-on-year in Q3 FY26. The customer mix remained balanced with JSW Group and third-party customers each contributing approximately 50% of the business.

Logistics Segment Performance

The logistics segment, which includes Navkar Corporation consolidated from October 11, 2024, reported strong financial metrics:

Key Project Updates

JSW Infrastructure is executing multiple expansion projects across its portfolio:

New Terminals

Greenfield Developments

Growth Strategy and 2030 Roadmap

JSW Infrastructure has outlined ambitious expansion plans targeting approximately 2.4x increase in overall capacity by 2030. The company provided consolidated guidance for FY26-28:

Strategic Acquisitions

The company completed the acquisition of rail logistics entities including JSW Mineral Rail Logistics, JSW Rail Infra Logistics, and JSW (South) Rail Logistics with an overall enterprise value of ₹1,212.00 crore in February 2026. This transaction includes 25 rakes across the acquired entities, strengthening the company's logistics capabilities and expanding its rail transportation network.

The presentation also highlighted JSW Infrastructure's commitment to sustainability with improvements in specific energy consumption, GHG emission intensity, and freshwater consumption across operations while pursuing aggressive expansion plans across the ports and logistics sectors.

Navkar Corporation Limited has informed stock exchanges about receiving a GST order from the Gujarat Goods and Service Tax Department for the financial year 2019-20. The disclosure was made on January 23, 2026, pursuant to Regulation 30 of the SEBI Listing Regulations.

GST Order Details

The company received the order under section 74 of the Gujarat Goods and Service Tax Act, 2017, dated January 22, 2026, through email at 17:50 PM. The order pertains to proceedings related to the financial year 2019-20.

Financial Impact and Resolution

The GST matter has been largely resolved in favor of the company. The following table summarizes the financial details:

The company paid a minimal amount of ₹8,628 during the proceedings, while the Gujarat GST Department dropped the substantial balance amount from the original demand.

Business Impact Assessment

Navkar Corporation has stated that there is no major impact on its financial, operational, or other activities resulting from this GST order. The resolution of the matter with such a minimal payment compared to the original demand appears favorable for the company.

Regulatory Compliance

The disclosure was made by Company Secretary and Compliance Officer Deepa Gehani in compliance with SEBI regulations. The company has fulfilled its obligation to inform investors about regulatory developments that could potentially impact its operations, demonstrating transparency in corporate governance practices.