JSW Infrastructure Q4 FY26: Revenue Up 19% to ₹1,522 Cr, EBITDA ₹769 Cr
JSW Infrastructure reported Q4 FY26 consolidated revenue of ₹1,522 Cr (+19% YoY) and EBITDA of ₹769 Cr (+18% YoY). For FY26, revenue was ₹5,361 Cr (+20% YoY) and EBITDA was ₹2,604 Cr (+15% YoY). The company handled 122 MT of cargo in FY26 (+4% YoY) and recommended a dividend of ₹0.90/share.
The announcement details significant financial performance improvements, strategic project developments, and future growth guidance, all of which are material to investors and stakeholders, indicating a high impact.
The company reported strong year-on-year growth in revenue and EBITDA for both the quarter and the full fiscal year, along with positive operational highlights and a clear growth strategy. The recommended dividend also adds to the positive sentiment.
JSW Infrastructure Limited announced its audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The company reported a consolidated revenue from operations of ₹1,522 Crore for Q4 FY26, a 19% year-on-year increase. Operating EBITDA for the quarter stood at ₹769 Crore, up 18% YoY. For the full fiscal year FY26, consolidated revenue from operations grew by 20% to ₹5,361 Crore, with Operating EBITDA rising by 15% to ₹2,604 Crore.
Key operational highlights for FY26 include a total cargo handled of 122 MT, a 4% YoY increase, with third-party cargo comprising 48% of the total. The company also recommended a dividend of ₹0.90 per share. Significant project developments include the awarding of the Kolkata Container Terminal project and the completion of the JNPA Liquid Terminal project. The acquisition of 25 rail rakes marks a step in scaling the logistics segment, with an order placed for an additional 40 rakes. Public hearings for the proposed greenfield ports at Keni and Murbe have concluded successfully. The company maintains a strong balance sheet with a Net Debt to Operating EBITDA ratio of 1.2x and Investment-Grade ratings from Fitch and S&P.
JSW Infrastructure has outlined an ambitious growth strategy with a roadmap to significantly expand its port and logistics segments. For the port segment, the company aims to increase its overall capacity by approximately 2.4 times to 400 mtpa by FY30, with key projects like Keni Port, Murbe Port, and Jatadhar Port contributing substantially. In the logistics segment, the company plans to establish Greenfield ICDs and MMLPs, expand its Gati Shakti Cargo Terminal network, and increase its fleet of rail and container rakes. The company provided guidance for FY27 and FY28, projecting consolidated revenue of ₹6,850 Crore and ₹10,800 Crore respectively, and Operating EBITDA of ₹3,000 Crore and ₹5,000 Crore.
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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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See the model portfoliosA plain-language summary of a public exchange filing by JSW Infrastructure Limited. Read the original for the full detail.