JSW Infra Q3 FY26: Revenue up 14% to ₹1,350 Cr, EBITDA ₹644 Cr
JSW Infrastructure reported Q3 FY26 revenue of ₹1,350 Crore (up 14% YoY) and Operating EBITDA of ₹644 Crore (up 10% YoY). For 9M FY26, revenue grew 20% to ₹3,839 Crore and Operating EBITDA was ₹1,835 Crore (up 13% YoY). The company is developing a 27 MTPA port in Oman for US$419 million and acquired a ₹1,212-crore rail rakes business.
The announcement details strong financial performance with notable revenue and EBITDA growth, alongside significant strategic expansion into new markets (Oman) and logistics, which are crucial for the company's future growth trajectory.
The company reported significant year-on-year growth in revenue and EBITDA for both the quarter and nine months ended December 31, 2025. Key strategic initiatives like the Oman port development and rail rakes business acquisition are positive developments.
JSW Infrastructure Limited announced its unaudited financial results for the quarter and nine months ended December 31, 2025. The company reported a revenue from operations of ₹1,350 Crore for Q3 FY26, marking a 14% year-on-year increase. Operating EBITDA for the quarter stood at ₹644 Crore, up 10% YoY, while EBITDA was ₹703 Crore, up 5% YoY. Profit After Tax (PAT) for the quarter was ₹365 Crore, a 9% increase year-on-year.
For the nine months ended December 31, 2025 (9M FY26), revenue from operations surged by 20% YoY to ₹3,839 Crore. Operating EBITDA for the nine-month period was ₹1,835 Crore, up 13% YoY, and EBITDA was ₹2,091 Crore, up 11% YoY. PAT for 9M FY26 increased by 12% to ₹1,123 Crore.
In terms of operational performance, total cargo handled by ports reached 31.7 Million Tonnes (MT) in Q3 FY26, an 8% YoY growth, and 90 MT in 9M FY26, a 5% YoY growth. The company also signed an agreement with MDO to develop and operate a 27 MTPA port in Oman with a project cost of US$419 million. The acquisition of a ₹1,212-crore rail rakes business marks a significant expansion in the logistics segment. Furthermore, the company received a Letter of Acceptance (LOA) for the Development of Gati Shakti Multi-Modal Cargo Terminal at Somathane, Maharashtra.
The company maintained a strong balance sheet with a Net Debt of ₹1,888 Crore as of December 31, 2025, with cash and bank balances of ₹3,455 Crore and Gross Debt of ₹5,343 Crore. The Net Debt to Operating EBITDA ratio was 0.76x. JSW Infrastructure achieved a CDP Rating of 'A-' for its climate action and disclosures.
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