Q2 2025 JSW Infrastructure Ltd Earnings Call Transcript
Key Points
- JSW Infrastructure Ltd (BOM:543994) reported a 16% year-on-year growth in total cargo handled, reaching 27.5 million tonnes.
- Third-party cargo increased by 48% year-on-year, contributing to 46% of the overall cargo mix.
- The company achieved a 22% year-on-year growth in total revenue, amounting to INR1,088 crores.
- EBITDA also grew by 22% year-on-year, reaching INR607 crores, indicating strong operational performance.
- Net profit for the period saw a significant increase of 46%, amounting to INR374 crores.
- The company is facing a planned reduction in volumes at Goa Port due to ongoing capacity expansion, impacting current performance.
- There is uncertainty regarding the exact EBITDA potential for the Murbe port project, with details pending further approvals.
- The effective tax rate has increased due to reduced ATIA benefits and other factors, impacting net profitability.
- The acquisition of Navkar is still in the integration phase, with financial impacts yet to be fully realized.
- The company needs to reduce promoter shareholding from 85% to 75% within two years, which may require strategic financial planning.
Ladies and gentlemen, good day and welcome to JSW Infrastructure Limited Q2 FY25 earnings call hosted by ICICI Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Mohit Kumar from ICICI Securities. Thank you, and over to you, Mr. Kumar.
Thank you Shlok. Good evening. On behalf of ICICI Securities, we welcome you all to the Q2 FY25 earnings call of JSW Infrastructure.
To discuss the results today, we have with us Mr. Arun Maheshwari, Joint Managing Director and CEO; Mr. Rikesh Roy, President; Mr. Lalit Singhvi, Whole Time Director and CFO; and Mr. Vishesh Pachnanda, Head Investor Relations.
Without much delay, I will now hand over the call to management. We will start with deep opening remarks by the management which will be followed by Q&A. Over to you, sir?
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