Navkar Corp Ltd (BOM:539332)
₹ 96.8 -1.05 (-1.07%) Market Cap: 14.58 Bil Enterprise Value: 16.21 Bil PE Ratio: 36.41 PB Ratio: 0.74 GF Score: 69/100

Q1 2026 JSW Infrastructure Ltd And Navkar Corporation Ltd Earnings Call Transcript

Jul 22, 2025 / 12:00 PM GMT
Release Date Price: ₹135.35 (+3.76%)

Key Points

Positve
  • Navkar Corp Ltd (BOM:539332) reported a strong recovery in operational volumes and a return to profitability in Q1 FY26.
  • Total revenue for the quarter increased by 19% year on year, reaching 1,314 crores.
  • EBITDA for the period grew by 10% year on year to 671 crores.
  • Net profit for the period was 390 crores, reflecting a 31% growth.
  • The company has a strong balance sheet with a net debt to operating EBITDA ratio of 0.54x, positioning it well for future growth.
Negative
  • Volume growth was low in the first half of the year, requiring a significant catch-up in the second half to meet annual guidance.
  • There were declines in cargo volumes at certain terminals, such as the INO terminal at Paradip and third-party volumes at Jagged port.
  • Employee costs have decreased, but this is primarily due to reduced swap charges, which may not be sustainable long-term.
  • There have been delays in project timelines, such as the Jagged LPG terminal and Tuticorin, raising concerns about future project completions.
  • The company's logistics business, while growing, still requires further expansion to meet long-term revenue targets.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NAVR.NS - Navkar Corporation Ltd
Q1 2026 JSW Infrastructure Ltd And Navkar Corporation Ltd Earnings Call
Jul 22, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the 1,526 earnings conference call of JSW Infrastructure Limited, hosted by Novama Institutionalities. As a reminder, all participant lines will be in the less only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Ashal Lohade from Noamma Institutional equities.

Thank you and over to you, sir.

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