JSW Infrastructure Ltd
JSW Infrastructure Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
JSW Infrastructure aims to enhance cargo handling capacity to 400 million tonnes per annum by 2030. - Logistics business targets a top line of Rs. JSW Infrastructure expects significant EBITDA and profitability gains starting FY '27 and FY '28 driven by: - Development of three new greenfield ports. - Progress on value-accretive brownfield expansion projects. - Scale-up of logistics platform for long-term growth.
From JSW Infrastructure Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- JSW Infrastructure aims to enhance cargo handling capacity to 400 million tonnes per annum by 2030.
- Logistics business targets a top line of Rs. 8,000 crores by FY '30, with about 60% domestic and 40% EXIM mix.
- Group cargo volumes increased by 6% y-o-y, with group volume share rising to 54%.
- Port business expects 8-10% volume growth for the full fiscal, driven by firming iron ore prices and stronger H2 performance.
- New greenfield ports and brownfield expansions slated to deliver significant EBITDA and profitability gains starting FY '27-28.
- Logistics to grow via both organic and inorganic routes, including acquisitions like Navkar and Kudathini.
2 more points management made on revenue & sales performance
Profitability & Margins
See what JSW Infrastructure Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Total CAPEX guidance for FY '26 is Rs. 5,500 crores: Rs. 4,000 crores for the port business and Rs. 1,500 crores for logistics.
- Capital commitments of approximately Rs. 3,300 crores already made, with Rs. 902 crores spent in H1 FY '26.
- Ongoing major projects:
- Jatadhar port: dredging completed (4.5 million cubic meters); berth and conveyor works underway; target completion by March 2027.
- 302 km Iron ore Slurry Pipeline: ~70% work completed, expected completion by March 2027.
- JNPA liquid terminal nearing completion, commercial operations imminent.
- Acquisition-driven growth in logistics including Navkar and Kudathini (Rs. 1,350 crores invested/committed).
2 more points management made on capital expenditure plans
Top-ranked in Transport Infrastructure
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what JSW Infrastructure Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of H1 FY '26, JSW Infrastructure has aggregate financial commitments (orderbook/pending orders) across all growth projects at approximately Rs. 3,300 crores.
- This includes awarded work orders and procurement of materials for ongoing projects like Jatadhar port and the Slurry Pipeline.
- Rs. 902 crores has been spent in CAPEX during the first half of the financial year.
2 more points management made on order book & pipeline
JSW Infrastructure Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.5K Cr, net profit ₹424 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What JSW Infrast's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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Frequently Asked Questions
What were JSW Infrastructure Ltd Q2 FY26 results?
JSW Infrastructure aims to enhance cargo handling capacity to 400 million tonnes per annum by 2030. - Logistics business targets a top line of Rs. JSW Infrastructure expects significant EBITDA and profitability gains starting FY '27 and FY '28 driven by: - Development of three new greenfield ports. - Progress on value-accretive brownfield expansion projects. - Scale-up of logistics platform for long-term growth.
What is JSW Infrastructure Ltd share price analysis?
JSW Infrastructure Ltd currently shows a neutral. The stock trades at a P/E of 51.0 with a market cap of ₹79,022 Cr. Investors should review the full earnings analysis for detailed insights.
Is JSW Infrastructure Ltd planning capital expenditure?
Total CAPEX guidance for FY '26 is Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.