Navkar Corporation Ltd
Navkar Corporation Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
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The short version
JSW Infrastructure targets port cargo handling capacity expansion to 400 million tonnes per annum by 2030. JSW Infrastructure expects significant EBITDA and profitability gains starting FY '27 and FY '28, driven by: - Development of three new greenfield ports. - Advancement of value-accretive brownfield expansion projects. - Scaling up the logistics platform to support long-term growth. - The company aims to expand cargo handling capacity to 400 million tonnes per annum. - Logistics business targeted to reach Rs.
From Navkar Corporation Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- JSW Infrastructure targets port cargo handling capacity expansion to 400 million tonnes per annum by 2030.
- Logistics business is expected to grow with a top-line revenue target of Rs. 8,000 crores by FY '30.
- Volumes in port business expected to grow by 8%-10% in FY '26, driven by firming iron ore prices and strong group-level growth.
- Navkar logistics volumes show robust growth: Exim cargo up 20% Y-o-Y, domestic cargo up 46% Y-o-Y.
- Group cargo volumes increased 6% Y-o-Y this quarter, with group volumes share rising to 54%.
- Upcoming projects like Jatadhar port and Slurry Pipeline to complete by March '27, adding capacity.
2 more points from Navkar Corporation Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Ongoing projects include Jatadhar port and 302 km Slurry Pipeline, both on track for completion by March 2027.
- Capital commitments stand at Rs. 3,300 crores; Rs. 902 crores spent in first half of FY '26.
- Full year CAPEX guidance: Rs. 4,000 crores for port business and Rs. 1,500 crores for logistics business.
- Total planned CAPEX across growth projects projected at Rs. 9,000 crores.
- Investments directed towards greenfield port projects (Keni, Murbe, Jatadhar) totaling initial 93 million tonnes per annum capacity.
- Logistics platform expansion involves mix of organic and inorganic growth, including acquisitions like Kudathini multimodal facility.
2 more points from Navkar Corporation Ltd's call on capex
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Top-ranked in Transport Services
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
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Order Book & Pipeline
- As of October 2025, JSW Infrastructure has capital commitments of approximately Rs. 3,300 crores across all growth projects, including awarded work orders and procurement.
- Total CAPEX guidance for FY '26 is Rs. 5,500 crores, split as Rs. 4,000 crores for the port business and Rs. 1,500 crores for the logistics business.
- Projects under execution include the Jatadhar port and Slurry Pipeline, both ongoing with all regulatory approvals in place; Jatadhar port expects completion by March 2027, and Slurry Pipeline is about 60%-70% complete, also targeted for March 2027.
- Investment-grade ratings and strong balance sheet position the company to pursue aggressive growth plans, including enhancing cargo handling capacity to 400 million tonnes per annum and growing logistics revenue to Rs. 8,000 crores by 2030.
Navkar Corporation Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹223 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Navkar Corporation Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
- Q3 FY23 earnings call →
- Q2 FY23 earnings call →
- Q4 FY22 earnings call →
- Q3 FY22 earnings call →
- Q2 FY22 earnings call →
Potential multibaggers · Q2 FY27
Potential multibaggers in Transport Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Navkar Corporation Ltd Q2 FY26 results?
JSW Infrastructure targets port cargo handling capacity expansion to 400 million tonnes per annum by 2030. JSW Infrastructure expects significant EBITDA and profitability gains starting FY '27 and FY '28, driven by: - Development of three new greenfield ports. - Advancement of value-accretive brownfield expansion projects. - Scaling up the logistics platform to support long-term growth. - The company aims to expand cargo handling capacity to 400 million tonnes per annum. - Logistics business targeted to reach Rs.
What is Navkar Corporation Ltd share price analysis?
Navkar Corporation Ltd currently shows a neutral. The stock trades at a P/E of 37.5 with a market cap of ₹1,498 Cr. Investors should review the full earnings analysis for detailed insights.
Is Navkar Corporation Ltd planning capital expenditure?
Ongoing projects include Jatadhar port and 302 km Slurry Pipeline, both on track for completion by March 2027. - Capital commitments stand at 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.