Synopsis:
The company shares jumped after strong Q1FY26 results, with 31% YoY profit and 21% revenue growth. A ₹30,000 crore capex plan and ₹9,000 crore logistics investment aim to scale cargo capacity and enhance nationwide connectivity for long-term growth.
The shares of the prominent port operator gained up to 4 percent in today’s trading session after the company’s net profit and revenue increased by 32 percent and 21 percent YoY, respectively, in Q1FY26
With a market capitalization of Rs 68,365.55 crore, the shares of JSW Infrastructure Ltd were trading at Rs 325.55 per share, increasing around 2.62 percent as compared to the previous closing price of Rs 317.25 apiece.
Q1FY26 Highlights
The shares of JSW Infrastructure Ltd have seen bullish movement after reporting positive results in Q1FY26. Revenue decreased by 5 percent on a quarter-on-quarter basis from Rs. 1,283 crore in Q4FY25 to Rs. 1,224 crore in Q1FY26. Further, revenue increased by 21 percent year on year, from Rs 1,010 crore in Q1FY25 to Rs 1,224 crore in Q1FY26.
The company’s net profit decreased by 24 percent on a quarter-on-quarter basis, from Rs. 516 crore in Q4FY25 to Rs. 390 crore in Q1FY26. Further, net profit increased significantly by 31 percent year on year from Rs 297 crore in Q1FY25 to Rs 390 crore in Q1FY26.
The company has unveiled an ambitious growth strategy to scale up its cargo handling capacity from 177 mtpa to 400 mtpa by FY 2030 or earlier. To support this, it has planned a significant capex of Rs. 30,000 crore, reflecting a strong commitment to long-term infrastructure expansion and throughput enhancement.
Additionally, in parallel, Rs. 9,000 crore has been allocated to expand the logistics segment, building on the recent Navkar acquisition. This move aims to create a pan-India logistics network. The company targets Rs. 8,000 crore in logistics revenue with a 25% EBITDA margin, ensuring strong ROCE and positioning itself as a logistics leader.
Recently, the company received a Letter of Award from the Syama Prasad Mookerjee Port Authority for reconstructing Berth No. 8 and mechanizing Berths 7 and 8 at Netaji Subhash Dock, Kolkata. The project will be executed on a DBFOT basis under the PPP model, reflecting strong order inflow and growth opportunities in port infrastructure development.
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Furthermore, the Rs 740 crore project, awarded for 30 years under the port privatization drive, aligns with JSW Infrastructure’s strategy to expand its terminal footprint. With a two-year construction timeline, operations can begin during the build phase, benefiting from steady cargo volumes in Kolkata. Once completed, it will boost capacity and operational efficiency at the Netaji Subhash Dock.
JSW Infrastructure demonstrates a strong pan-India presence in logistics and port connectivity, with strategic assets across key states like Gujarat, Maharashtra, Odisha, and Tamil Nadu. The company operates over 2,450 containers, 12 rakes, and 602 trailers. Its land bank totals 283 acres, supporting future expansion in logistics infrastructure and cargo handling.
JSW Infrastructure is advancing key terminal projects, including a ₹600 crore dry bulk berth at Tuticorin (completion by Q1 FY27) and a Rs. 100 crore liquid terminal at JNPA (Q2 FY26). At Mangalore, container capacity is being expanded to 6 mtpa with Rs. 150 crore investment, targeted for completion by Q2 FY27.
JSW Infrastructure Limited is an India-based company that is primarily focused on developing, operating, and maintaining port services, port-related infrastructure development activities, and the development of infrastructure. It offers port services that involve marine services, including the piloting of vessels using tugs, mooring, berthing, and others
Written by Abhishek Singh
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