JSW Infrastructure Ltd (NSE:JSWINFRA)

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

Jul 22, 2025 / 12:00 PM GMT

Release Date Price: ₹317.2 (+0.14%)

Transcript

Key Points

Positve

JSW Infrastructure Ltd (BOM:543994) reported a 5% year-on-year growth in total cargo handled, reaching 29.4 million tons.
The company achieved a record high of 52% in third-party cargo share, up from 50% a year ago.
Total revenue for the quarter increased by 19% year-on-year to 1,314 crores, with EBITDA growing by 10% to 671 crores.
JSW Infrastructure Ltd (BOM:543994) has secured a letter of award for the redevelopment of berths at Netaji Subhas Dock, enhancing container handling capacity.
The company maintains a strong balance sheet with a net debt to EBITDA ratio of 0.54x, positioning it well for future growth plans.

Negative

Volume growth was lower than expected in the first half of the year, requiring a catch-up in the second half to meet annual guidance.
There was a decline in cargo volumes at 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.
The Kolkata container terminal faces competitive pricing challenges due to upcoming expansions and bids.
There have been delays in project timelines, such as the LPG terminal at Jaggard and the Tuticorin project, raising concerns about future project completions.

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

JSWN.NS - JSW Infrastructure 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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