Navkar Corporation Ltd
Navkar Corporation 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 expand its cargo handling capacity to 400 million tonnes per annum by 2030 (Page 6). - Logistics business targets a top line of Rs. JSW Infrastructure plans 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 for long-term growth - They target cargo handling capacity expansion to 400 million tonnes per annum. - Logistics business aimed to reach Rs.
From Navkar Corporation Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- JSW Infrastructure aims to expand its cargo handling capacity to 400 million tonnes per annum by 2030 (Page 6).
- Logistics business targets a top line of Rs. 8,000 crores by FY '30 (Page 6).
- Port business volume growth is expected between 8% to 10% for FY '26, driven by a better second half performance and firming iron ore prices (Page 6).
- Group cargo volumes increased 6% Y-o-Y to 15.7 million tonnes, with group volume share rising to 54% (Page 5).
- Navkar Corporation logistics volumes showing strong growth: EXIM cargo up 20% Y-o-Y and domestic cargo up 46% Y-o-Y (Page 5).
- EBITDA and profitability gains expected from greenfield port developments, brownfield expansions, and scaled-up logistics platforms starting FY '27/'28 (Page 15).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Navkar Corporation Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY '26 CAPEX guidance: Rs. 4,000 crores in port business and Rs. 1,500 crores in logistics business (Pages 6, 8, 12).
- Total capital commitments of Rs. 3,300 crores already in place across growth projects (Page 6).
- Rs. 902 crores CAPEX spent in H1 FY '26 (Page 6).
- Ongoing projects:
- Jatadhar port: dredging completed (4.5 million cubic meters), berth/conveyor work started; on track for completion by March '27 (Page 13).
- Slurry Pipeline: 218.3 km welded, 194.4 km lowered; ~60-70% work done; completion expected by March '27 (Pages 3, 13).
- JNPA liquid terminal near completion; commercial operations soon (Page 3).
- Logistics investments involve mix of organic development and inorganic acquisitions (e.g., Navkar and Kudathini) (Pages 8, 12).
2 more points management made on capital expenditure plans
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
See what Navkar Corporation Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of October 2025, JSW Infrastructure Limited has capital commitments of approximately Rs. 3,300 crores across all growth projects, including awarded work orders and procurement of materials.
- The company has already spent about Rs. 902 crores in CAPEX in H1 FY '26.
- Ongoing projects like Jatadhar port and Slurry Pipeline have all necessary regulatory approvals in place, with significant work completed and on schedule for completion by March 2027.
2 more points management made on order book & pipeline
Navkar Corporation Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹201 Cr, net profit ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Navkar Corporat.'s management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 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 →
Frequently Asked Questions
What were Navkar Corporation Ltd Q2 FY26 results?
JSW Infrastructure aims to expand its cargo handling capacity to 400 million tonnes per annum by 2030 (Page 6). - Logistics business targets a top line of Rs. JSW Infrastructure plans 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 for long-term growth - They target cargo handling capacity expansion to 400 million tonnes per annum. - Logistics business aimed 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?
FY '26 CAPEX guidance: Rs.
Keep Navkar Corporation Ltd on your radar — track it to get its next earnings analysis in your feed.
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.