JSW Infrastructure Limited has released its investor presentation for February 2026, detailing its operational and financial performance, growth strategy, and future outlook. The company highlighted its strategic location of assets, including 3 ports and 10 terminals across India's west and east coasts, with a total operational capacity of 177 mtpa. It aims to increase this capacity to 400 mtpa by FY30 through low-cost brownfield expansion and developing high-margin greenfield ports. Key project updates include the ongoing construction of a 7 mtpa dry bulk berth at V.O. Chidambaranar Port, expansion of container terminals in Mangalore and Kolkata, and the development of an LPG terminal at Jaigarh Port. Significant brownfield expansions are underway at Dharamtar and Jaigarh ports, targeting a combined capacity of 36 mtpa. In its logistics segment, JSW Infrastructure is expanding through its subsidiary Navkar Corporation and has acquired a ₹1,212-crore rail rakes business, marking a significant step in its logistics expansion strategy. The company aims to scale up its logistics business to achieve a topline of ₹8,000+ crore by FY30. Financially, for Q3 FY26, the company reported a revenue of ₹1,350 crore (up 14% YoY) and Operating EBITDA of ₹644 crore (up 10% YoY). For 9M FY26, revenue stood at ₹3,839 crore (up 20% YoY) and Operating EBITDA at ₹1,835 crore (up 13% YoY). The company maintains a strong balance sheet with a net debt of ₹1,888 crore as of December 31, 2025. The presentation also touched upon India's economic growth prospects and the strong fundamentals of the port and logistics sector, supported by government initiatives like the National Infrastructure Pipeline and Sagarmala project. JSW Infrastructure has also secured international expansion with an agreement to develop and operate a 27 mtpa port in Oman.
