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JSW Infrastructure (JSWINFRA) investor relations material
JSW Infrastructure Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary16 Oct, 2025
Executive summary
Cargo handled reached 58.2 million tons for April–September 2025, up 4% year-over-year, with domestic cargo volumes rising 29% in H1 and 46% in Q2, despite iron ore export headwinds.
Revenue for H1 FY26 was ₹2,686 crore, a 23% year-over-year increase; EBITDA grew 14% to ₹1,387 crore, and net profit rose 13% to ₹758 crore.
Major progress in greenfield port projects at Keni, Murbe, and Jatadhar, with regulatory milestones achieved and construction underway.
Logistics business expanded with acquisition of Kudathini rail siding and strong performance from Navkar Corporation.
Secured investment grade rating (BBB-/Stable) from S&P Global Ratings and Fitch Ratings.
Financial highlights
Q2 FY26 operational revenue was ₹1,100 crore, with operational EBITDA at ₹585 crore, up 12% year-over-year; port segment EBITDA margin improved to 53%.
Q2 FY26 operating EBITDA margin at 52.2%, up from 48.2% YoY; H1 FY26 margin at 51.7%.
Consolidated Q2 PBT was ₹374 crore, down from ₹554 crore last year due to non-cash FX adjustments; underlying PBT grew 17% year-over-year when excluding these items.
Net debt as of September 2025 was ₹1,810 crore, with net debt to operating EBITDA at 0.75x; cash and bank balance at ₹3,088 crore.
Net worth increased 16% YoY to ₹9,836 crore; ROCE improved to 18.2% from 14.4% YoY.
Outlook and guidance
Full-year cargo volume growth guidance maintained at 8%-10%, with H2 expected to outperform H1 due to firmer iron ore prices and seasonal trends.
CapEx guidance for FY26: ₹4,000 crore for ports and ₹1,500 crore for logistics; long-term logistics revenue target of ₹8,000 crore by FY30, with 60% domestic and 40% Exim mix, and 25% EBITDA margin.
Logistics revenue target for FY26 remains ₹7–8 billion, with EBITDA guidance of ₹1 billion; Navkar EBITDA guidance at ₹100 crore.
Roadmap targets 2.3x increase in port capacity by FY30, with multiple expansions and greenfield projects underway.
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Next JSW Infrastructure earnings date
Q3 25/2627 Jan, 2026
Next JSW Infrastructure earnings date
Q3 25/2627 Jan, 2026
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Frequently asked questions
JSW Infrastructure Limited, a subsidiary of the JSW Group, is an infrastructure company in India with a focus on developing and operating port facilities. Established in 1999, it has grown to become the second-largest private port operator in the country, with a significant cargo handling capacity of 170 million tonnes per annum (MTPA). The company operates ten port and terminal concessions along the strategic locations of the East and West coasts of India, offering efficient and environmentally friendly port facilities. Its ports and terminals are equipped to handle a diverse range of cargo, including dry bulk, break bulk, liquid bulk, gases, and containers, utilizing a largely mechanized cargo handling system. The company is headquartered in Mumbai, Maharashtra, and its shares are listed on the Bombay Stock Exchange Limited.
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