JSW Infrastructure reports strong Q2 & H1 FY26 results with 26% revenue growth and strategic project updates
JSW Infrastructure announced strong Q2 & H1 FY26 consolidated results, with revenue up 26% and 23% YoY, driven by cargo volume growth and progress on significant expansion projects.
The announcement details robust financial performance, substantial cargo volume growth, and several key project developments with significant capital expenditure, which are expected to drive future growth and value creation for the company.
The company reported strong growth in revenue and EBITDA for both Q2 and H1 FY26, alongside significant operational achievements and strategic project advancements, indicating a positive outlook.
JSW Infrastructure Limited announced its unaudited financial results for the quarter and half year ended 30th September 2025, along with an investor presentation highlighting operational performance and strategic growth plans. * For Q2 FY26, total consolidated revenue stood at ₹1,372 Crore, a 26% increase year-on-year. EBITDA grew by 18% to ₹716 Crore, while PAT was ₹369 Crore, down 1% YoY. * For H1 FY26, total consolidated revenue was ₹2,686 Crore, up 23% YoY. EBITDA increased by 14% to ₹1,387 Crore, and PAT rose by 13% to ₹758 Crore. * The company handled 28.9 MT of cargo in Q2 FY26 (up 3% YoY) and 58.2 MT in H1 FY26 (up 4% YoY). * Navkar Corp reported strong operational performance with domestic cargo volumes up 46% in Q2 and EXIM cargo volumes up 20% in Q2. * Strategically, JSW Infrastructure successfully concluded public hearings for proposed Greenfield ports at Keni and Murbe, acquired an 86-acre railsiding in Kudathini for an MMLP, and signed a 30-year concession agreement for berths at Syama Prasad Mookerjee Port, Kolkata. * The company maintains a strong balance sheet with a Net Debt of ₹1,810 Crore and a Net Debt/Op EBITDA (TTM) of 0.75x as of 30th September 2025, and has secured an Investment Grade Rating (BBB-/Stable) from S&P Global Ratings and Fitch Ratings. * The company aims for a ~2.3x increase in overall port capacity by 2030 and has set FY30 targets for its logistics segment: Revenue of ₹8,000 Crore, EBITDA of ₹2,000 Crore, and CAPEX (FY25-30) of ₹9,000 Crore.
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