JSW Infrastructure (JSWINFRA) Investor Presentation summary

Business overview and strategic positioning

• Second largest private port operator in India with 177 mtpa capacity and strategic locations on both coasts, plus international presence in UAE.

• Diversified operations across steel, energy, cement, paints, EV, logistics, and sports, with a group turnover of $24 billion.

• Logistics segment expanded through acquisition of Navkar Corporation and development of multi-modal connectivity assets.

• Well-equipped ports with deep drafts and multi-modal evacuation channels, supporting large vessels and customized supply chain solutions.

• Strong focus on brownfield expansion, greenfield port development, and value-accretive acquisitions to drive growth.

Market environment and sector fundamentals

• India projected to become the world’s third-largest economy, exceeding $7 trillion GDP by 2030, with major government infrastructure initiatives.

• Maritime sector fundamentals strong: 7,500+ km coastline, 95% of trade by sea, and port capacity targeted to quadruple to 10,000 mtpa by 2047.

• Government programs like Sagarmala and National Infrastructure Pipeline driving large-scale port and logistics investments.

Growth strategy and project pipeline

• Roadmap to increase port capacity from 177 mtpa to 400 mtpa by FY30 through brownfield and greenfield projects, including Keni and Jatadhar ports.

• Logistics segment targets ₹8,000 crore revenue and ₹2,000 crore EBITDA by FY30, leveraging group synergies and asset-light models.

• Key projects underway: Tuticorin, JNPA Liquid Terminal, Mangalore Container expansion, Goa, Jaigarh LPG, Dharamtar & Jaigarh expansions, Keni and Jatadhar ports, and Odisha slurry pipeline.

• Multiple projects in advanced stages, with significant capex committed and clear timelines for completion through FY29.