JSW Infrastructure reports strong Q2, H1 FY26 financials on cargo growth

JSW Infrastructure reported strong performance for Q2 FY2026 and H1 FY2026, with total revenue reaching ₹1,372 crore (up 26% year-over-year) and ₹2,686 crore (up 23% year-over-year), respectively. Operating EBITDA for Q2 FY2026 stood at ₹716 crore (up 18% year-over-year) and ₹1,387 crore (up 14% year-over-year) for H1 FY2026. This growth was primarily fueled by a 3% year-over-year increase in total cargo handled to 28.9 MT in Q2 FY2026 and 4% year-over-year growth to 58.2 MT in H1 FY2026, with significant contributions from South West Port, Jaigarh Port, and Dharamtar Port.

The company is progressing with key projects, including a 7mtpa berth at V.O. Chidambarana Port, Tuticorin, and two liquid cargo berths at JNPA, with expected completions by Q1 FY2027 and November 2025, respectively. Expansion at Dharamtar and Jaigarh will add 36mtpa capacity, targeting completion by March 2027. Future growth is underpinned by a 2030 roadmap aiming for a 2.3x increase in overall port capacity to 400 mtpa, along with a logistics segment target of ₹8,000 crore revenue and ₹9,000 crore CAPEX (FY25-30).

Navkar Corp, a logistics segment subsidiary, demonstrated strong operational results with domestic cargo volumes up 46% in Q2 and 29% in H1. The logistics segment contributed ₹162.7 crore in revenue and ₹24.7 crore in Operating EBITDA for Q2 FY2026. JSW Infrastructure also received "Best Overall Sustainable Performance" and "Best Brand in Ports Sector" awards.