JSW Infrastructure: ~2.4x increase in overall capacity by 2030

 

  • JSW Infrastructure: ~2.4x increase in overall capacity by 2030

  • 2030 Road Map for Growth and Value Creation: ~2.4x increase in overall capacity
  • Navkar Corporation Land Bank Owned 283 Acres
  • Privatisation Bids — Balancing sustained growth
  • Leveraging Balance Sheet for other inorganic growth opportunities
  • Value accretive acquisitions of port-related logistics infrastructure
  • JSW Infra has sufficient cash flows to fund future expansion: JSW Infra Joint MD & CEO Arun Maheshwari
  • Thermal energy consumption in India will peak by 2050, despite the push for green energy. This leaves a good two to three decades for coal demand to grow in India
  • The way India is growing and offering opportunities for growth is amazing. I think we are well positioned in this sector in the country.
  • Our internal cash generation is also quite strong. The kinds of projects we are taking on and what we envisage as our future strategy will be sufficiently covered by our internal cash flows and the money that we are raising now.
  • JSW Infra has sufficient cash flows to fund future expansion plans and that it is comfortable with a net debt of around Rs 2,000 crore
  • Everybody can create assets, and we would encourage more players to set up shop. If the economy has to go from $4 trillion to $10 trillion, we need more players in this sector.
  • There is enough (for everyone) and everyone can grow very, very robustly in this sector.
  •   JSW Infrastructure: Q1 PAT up 31% YoY
  •   Q1 FY2026 - Key Highlights
  • Cargo Handled Volumes of 29.4 Million Tonnes, up 5% YoY
  • Operational Revenue of ₹1,224 Crore up 21% YoY
  • Operational EBITDA of ₹581 Crore an increase of 13% YoY
  • Profit After Tax (PAT) of ₹390 Crore up 31% YoY
  • Strong Balance Sheet, well positioned to pursue growth o Net Debt to Operating EBITDA (TTM*) of 0.54x o Cash and Cash equivalents of ₹4,360 Crore    
  • JSW Infrastructure : Growth Strategy 
  • As previously announced, the Company has embarked on a growth plan to increase its cargo handling capacity to 400 million tonnes per annum (mtpa) by FY 2030 or earlier, up from the current capacity of 177 mtpa. 
  • To achieve this, it has outlined a comprehensive capital expenditure (capex) plan of ₹30,000 crores. 
  • Additionally, the Company has earmarked ₹9,000 crores for expanding its logistics segment. 
  • This expansion aims to build on the Navkar acquisition to develop a robust pan-India logistics network. 
  • The Company is targeting a top line of ₹8,000 crores for its logistics segment, with a 25% EBITDA margin, resulting in industry-leading Return on Capital Employed (ROCE). 
  • With a strong balance sheet, the Company is well-positioned to pursue both organic and inorganic growth without compromising its leverage ratios.  

Comments

Post a Comment

Popular posts from this blog

Transcript of NMDC Limited post Q4 & FY 2024-25 Results

Image
Transcript of NMDC Limited post Q4 & FY 2024-25 Results Growth in PAT on an annual or a year-on-year 12-month basis of around 19% and PBT after exceptional item of around 16% Gold operations in Legacy, the first year was have also stabilized Legacy in the last 2 months, 3 months.  And hopefully, in this financial year, Legacy would also be showing good profits IMPORTS India which imports around 55 million, 60 million tons is likely to go up to 150 million to 160 million tons of import for India in terms of coking coal.  Have entered into arrangement with SAIL 60% of total sales as of date is routed through SAIL because send it to their stocking yard.  So based on the user charge, they also market mmdc products 40% still Nmdc market directly in terms of HR coils 2025 year will be much more substantially action packed in terms of NMDC Open new mines within India, coal and iron ore Outside India, we hope to acquire a few mines.  This will be a year where it will be ...
Read more

Looking to park some excess funds for the short term.?

Image
Looking to park some excess funds for the short term.  LiquidBeES by Nippon - has been the default choice for years. But lately, it’s become muscle memory to run everything past ChatGPT.  Just a quick: “Is there a better option than LiquidBeES?” It turns out, there is.  LIQUIDCASE by Zerodha AMC.  Difference was not subtle and decision was easier : - Expense ratio: Less than half of LiquidBeES - Net returns: ~6.2% vs ~5.7% (1-year annualized) - Same safety, same liquidity - AUM already >1/3rd of LiquidBeES in record time This is how discovery is changing. And this is how smart products go viral. Zerodha didn’t try to educate the market.  Discovery is no longer driven by ads or advisors.  It’s driven by habit, trust, and tools like ChatGPT. And when you get it right, traction follows fast. I won’t be surprised if LIQUIDCASE overtakes LiquidBeES in under 18 months. Thank you for contacting Rounaq! Please let us know how we can help you.  About me :...
Read more

𝐖𝐡𝐲 𝐃𝐨 𝐍𝐑𝐈𝐬 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚?

Image
  𝐖𝐡𝐲 𝐃𝐨 𝐍𝐑𝐈𝐬 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚? Whether you're living in the US, UAE, UK, or Singapore; India continues to be a hotspot for wealth creation. But why do so many NRIs still invest here? Here’s why 👇 ✅ Higher Returns – Indian equity markets, mutual funds, and even fixed deposits offer attractive long-term returns. ✅ Tax-Free Income – Interest from NRE and FCNR deposits is tax-free in India. Plus, DTAA helps avoid double taxation. ✅ Currency Edge – You invest in INR, and with the right timing, your gains in foreign currency terms could be even higher. ✅ Diversification – Indian assets like gold, real estate, and stocks add balance to a global portfolio. ✅ Future Ready – Planning to return to India someday? Build your base early with property or retirement-focused investments. ✅ Emotional Roots – Beyond numbers, India is still home. 💡 Whether it’s for wealth creation, retirement planning, or building assets back home, India offers a solid mix of growth + stability...
Read more