JSWINFRA NSE filing

JSW Infra Q2 FY27: Revenue ₹1,481 Cr (+17% YoY), EBITDA ₹674 Cr (+11% YoY)

The RealCase readHigh impact Positive

JSW Infrastructure's Q2 FY27 revenue rose 17% YoY to ₹1,481 Cr, with EBITDA up 11% to ₹674 Cr. H1 FY27 revenue increased 18% to ₹2,926 Cr, EBITDA up 13% to ₹1,348 Cr. Cargo handled reached 29.4 MT in Q2 FY27. The company is expanding capacity and logistics operations with significant CAPEX planned.

Why it matters

The results show significant financial growth and strategic progress in expanding both port and logistics operations, which are material to the company's future performance.

The market read

The company has reported strong year-on-year growth in revenue and EBITDA for both the quarter and half-year, along with positive operational updates and expansion plans.

JSW Infrastructure Limited announced its unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2026. The company reported a Revenue from Operations of ₹1,481 Crore for Q2 FY27, marking a 17% year-on-year increase. Operating EBITDA for the quarter stood at ₹674 Crore, up 11% YoY.

For the half-year ended September 30, 2027 (H1 FY27), Revenue from Operations grew by 18% YoY to ₹2,926 Crore, and Operating EBITDA increased by 13% YoY to ₹1,348 Crore.

Operationally, the company handled 29.4 MT of cargo in Q2 FY27, with India operations showing an 8% YoY growth. For H1 FY27, total cargo handled was 60.5 MT, with India operations growing by 10% YoY. The company also made significant progress on key projects, including the concession agreement for the 13 MTPA Kolkata Outer Container Terminal and NSD Berths 1-5, and commenced interim operations at the Kolkata Container Terminal.

Navkar Corp, a subsidiary, reported strong growth with domestic volumes up 16% YoY in Q2 FY27 and EXIM volumes up 12% YoY. The company's rail rake fleet has scaled to 78, with a target of 110 rakes by March 2027. JSW Infrastructure completed the acquisition of NCR Rail Infrastructure Limited and secured the Letter of Acceptance (LOA) for a Gati Shakti Multi-Modal Cargo Terminal at Kulipalaiyam, Tamil Nadu.

The company has a robust growth strategy for its port segment, aiming to increase overall capacity to 300 MTPA by FY28 and 400 MTPA by FY30. For the logistics segment, JSW Infrastructure is targeting ₹8,000 Crore in revenue and ₹2,000 Crore in EBITDA by FY30, with a planned CAPEX of ₹9,000 Crore between FY25 and FY30.

Guidance for FY27 includes operating revenue of ₹5,200 Crore and operating EBITDA of ₹2,600 Crore for the ports business, and ₹1,400 Crore revenue and ₹400 Crore EBITDA for the logistics segment. Consolidated guidance for FY27 is ₹6,600 Crore in operating revenue and ₹3,000 Crore in operating EBITDA.

Filing to action

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JSW Infrastructure Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by JSW Infrastructure Limited. Read the original for the full detail.

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