JSW Infrastructure Q3 FY26 PAT ₹365 Cr (Up 9% YoY), Revenue ₹1,350 Cr (Up 14% YoY)
JSW Infrastructure reported Q3 FY2026 PAT of ₹365 Crore (up 9% YoY) and revenue of ₹1,350 Crore (up 14% YoY). The company signed a $419 million deal for a port in Oman and acquired a rail rakes business for ₹1,212 Crore. It aims for 400 MTPA capacity by FY2030 with ₹30,000 Crore capex.
The financial results show robust growth, and the strategic initiatives like the Oman port development and rail business acquisition are substantial, indicating a significant positive impact on the company's future operations and market position.
The company reported strong year-on-year growth in revenue and profit, along with significant strategic acquisitions and partnerships that are expected to drive future growth.
JSW Infrastructure Limited announced its unaudited financial results for the third quarter and nine months ended 31st December, 2025. The company reported a Profit After Tax (PAT) of ₹365 Crore, an increase of 9% year-on-year (YoY), and operational revenue of ₹1,350 Crore, up 14% YoY. Operational EBITDA stood at ₹644 Crore, a 10% YoY increase.
Cargo handled volumes reached 31.7 Million Tonnes in Q3 FY2026, an 8% YoY increase, supported by strong performances at the South West Port and Dharamtar Port, as well as interim operations at the Tuticorin terminal and JNPA liquid terminal. Third-party cargo grew by 10% to 15.7 Million Tonnes, constituting 50% of the total volume.
Key strategic developments include an agreement with Minerals Development Oman (MDO) to develop and operate a 27 MTPA port at a project cost of $419 million (approximately ₹3,490 Crore), with commercial operations targeted in H1 CY2029. Additionally, the company acquired the rail rakes business through its subsidiary for an enterprise value of ₹1,212 Crore, acquiring 22 operational rakes and securing long-term licenses to build an end-to-end multimodal logistics platform.
Navkar Corporation, a subsidiary, received a Letter of Acceptance for a Gati Shakti Multi-Modal Cargo Terminal at Somathane, Maharashtra. The company reaffirmed its growth plan to increase cargo handling capacity to 400 MTPA by FY2030 with a capex of ₹30,000 Crore and ₹9,000 Crore for its logistics segment.
JSW Infrastructure is targeting consolidated operating revenue of ₹5,400 Crore and operating EBITDA of ₹2,600 Crore for FY2026. EBITDA is projected to grow by approximately 15% in FY2027 and nearly double by FY2028.
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