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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
JSW Infrastructure
JSW Infrastructure (JSWINFRA) investor relations material
JSW Infrastructure Q2 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 26/27 earnings summary27 Oct, 2026
Executive summary
H1 FY27 cargo handled was 60.5 million tons; India operations grew 10% YoY versus 5% industry growth. Q2 cargo was 29.4 million tons, with India operations up 8%.
H1 FY27 revenue from operations rose 18% YoY to INR 2,925.75 crore; operating EBITDA increased 13% to INR 1,348 crore. Growth continued despite Fujairah disruption and softer volumes at selected ports.
Financial highlights
Q2 FY27 consolidated revenue from operations was INR 1,480.92 crore, up 17% YoY; total income was INR 1,669.47 crore and operating EBITDA was INR 674 crore, up 11%.
Q2 PBT was INR 431.13 crore and net profit was INR 325.94 crore; H1 PBT was INR 893.92 crore and net profit INR 685.83 crore, down from INR 758.38 crore in H1 FY26.
Q2 total revenue was INR 1,669.47 crore, up 22% YoY; H1 total revenue was INR 3,171 crore, up 18%.
Q2 results reflected unrealized FX losses from rupee depreciation, higher depreciation and a higher effective tax rate.
Outlook and guidance
FY27 EBITDA target is INR 2,950–3,000 crore, comprising ports at INR 2,550–2,560 crore and logistics slightly above INR 400 crore; Fujairah remains a key uncertainty.
FY27 logistics EBITDA margin guidance increased to 28% from 24%, while the EBITDA target remained INR 400 crore; FY28 margin guidance will be revisited in Q3 or Q4.
Rail fleet is targeted to reach 110 rakes by March 2027, with a medium-term target of 140 container rakes; H2 domestic cargo growth of 8%–10% YoY is expected despite a planned 30-day Tuticorin shutdown.
Port capacity targets remain 300 MTPA by FY28 and ~400 MTPA by FY30; FY27–28 capex guidance is INR 16,500 crore.
Logistics FY30 targets are INR 8,000 crore revenue and INR 2,000 crore EBITDA, with FY25–30 capex of INR 9,000 crore; Keni commercial operations are expected in FY30.
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Latest events from JSW Infrastructure
- Record cargo growth lifted earnings, while FX costs and expansion financing remain key watchpoints.JSWINFRA
Q4 22/23 - Record FY22 cargo and earnings set up ambitious throughput and capacity-utilisation targets.JSWINFRAQ4 21/22
- Record earnings and acquired terminals advanced the 200 MTPA expansion plan.JSWINFRAQ4 20/21
- Consolidated growth and new port capacity drive the FY2020 expansion ambition.JSWINFRAQ4 16/17
- Revenue advanced, EBITDA held steady, but PAT and cargo throughput declined as expansion continued.JSWINFRAQ4 19/20
- Cargo grew 15%; EBITDA rose 24%, with capacity targeted at 400 MTPA by FY2030.JSWINFRAQ4 23/24
- Cargo surged, earnings faced goodwill impairment, and expansion targeted 200 MTPA by 2021.JSWINFRAQ4 17/18
- Throughput climbed 20%, while expansion spending and impairment weighed on earnings.JSWINFRAQ4 18/19
- Throughput and EBITDA grew, but goodwill amortization weighed on FY15 profit.JSWINFRAQ4 14/15
Next JSW Infrastructure earnings date
Q3 26/2714 Feb, 2027
JSW Infrastructure
Next JSW Infrastructure earnings date
Q3 26/2714 Feb, 2027
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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.