JSW Infrastructure Q4 FY26 Revenue up 19% to ₹1,522 Cr; FY26 Revenue ₹5,361 Cr
JSW Infrastructure reported Q4 FY26 revenue of ₹1,522 Crore, up 19% YoY, with Operating EBITDA at ₹769 Crore. FY26 revenue reached ₹5,361 Crore, up 20% YoY, and Operating EBITDA was ₹2,604 Crore. The company recommended a dividend of ₹0.90 per share. It plans to invest ₹30,000 Cr in ports and ₹9,000 Cr in logistics to reach 400 MTPA capacity by FY2030.
The announcement includes detailed financial results, significant capex plans, and strategic growth initiatives, which are material information for investors and stakeholders.
The company reported strong year-on-year growth in revenue, EBITDA, and PAT for both the quarter and the full year. Expansion plans and positive operational updates also contribute to a positive sentiment.
JSW Infrastructure Limited announced its audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. For the fourth quarter of FY2026, the company reported a 19% year-on-year increase in revenue from operations to ₹1,522 Crore, with Operating EBITDA rising by 20% to ₹769 Crore. Adjusted Profit After Tax (PAT) grew by 15% to ₹528 Crore. Cargo handled volumes stood at 31.6 Million Tonnes, a 1% YoY increase. The company also highlighted that its board has recommended a dividend of ₹0.90 per share, subject to shareholder approval.
For the full fiscal year 2026, revenue from operations increased by 20% YoY to ₹5,361 Crore, and Operating EBITDA grew by 15% YoY to ₹2,604 Crore. Adjusted PAT for the year was ₹1,644 Crore, up 12% YoY. Total cargo handled volumes for FY2026 were 122 Million Tonnes, a 4% increase YoY. Third-party volumes grew by 3% YoY to 58.8 Million Tonnes.
Key operational updates for FY2026 include the successful conclusion of public hearings for proposed Greenfield ports at Keni and Murbe, the award and signing of the concession agreement for the Kolkata Container Terminal Project, completion of the JNPA Liquid Terminal project, and expansion of cargo handling capacity at Ennore Coal Terminal. The company also acquired 25 rakes for its logistics segment, with an order for an additional 40 placed. It acquired a brownfield rail siding in Kudathini, Karnataka, and commenced operations at the Gati Shakti Terminal in Arakkonam, Chennai. JSW Infrastructure was rated as "Low Risk" by Sustainalytics for ESG and received a CDP Rating of "A -" at Management Level.
The company has outlined a growth plan to increase its cargo handling capacity to 400 MTPA by FY2030, with a capital expenditure plan of ₹30,000 Crore for ports and ₹9,000 Crore for logistics expansion. JSW Infrastructure is targeting consolidated operating revenue of ₹6,850 Crore and operating EBITDA of ₹3,000 Crore for FY2027, with EBITDA expected to grow by approximately 15% in FY2027 and nearly double by FY2028.
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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.