JSW Infrastructure

JSW Infrastructure delivered a resilient Q4 FY26 with consolidated revenue of ₹1,522 croreCurrent reported value: ₹1,522 crore. No comparable prior figure is available in the source record. (+19Current reported value: 19. No comparable prior figure is available in the source record.% YoY) and EBITDA of ₹769 croreCurrent reported value: ₹769 crore. No comparable prior figure is available in the source record. (+20% YoY), despite a ~₹30 crore EBITDA hit from Middle East disruptions at its Fujairah terminal. Port segment revenue grew 12% YoY to ₹1,295 crore, driven by price hikes at Goa/Mangalore and ancillary services. Logistics EBITDA surged 14x to ₹118 crore for the full year, aided by Navkar's capacity utilization rising to 60%Current 60%. Reported change: +16pp YoY. and the acquisition of 25 rakes. Management maintained FY27 EBITDA guidance of ₹3,000 croreCurrent reported value: ₹3,000 crore. No comparable prior figure is available in the source record. and FY28 target of ₹5,000 croreCurrent reported value: ₹5,000 crore. No comparable prior figure is available in the source record., underpinned by brownfield expansions and the SMPA Kolkata terminal commencing interim operations. Key risks include further escalation in Middle East tensions delaying Fujairah recovery and potential environmental compliance costs at Dharamtar.