JSW Infrastructure Limited — Q2FY27 earnings call summary

Filed 30 October 2026 · Official transcript

Port capacity target: 186 mn tpa now, 300 mn tpa by FY28, 400 mn tpa by FY30
Challenges: Fujairah nil contribution, Jaigarh volume dip; expected recovery in H2FY27
Capex spent INR8,250 Cr till Sep-26; INR6,000 Cr committed; total FY27 capex guidance INR16,500 Cr
Logistics segment EBITDA margin revised up to 28% for FY27; rake fleet to reach 110 by Mar-27
Fujairah terminal operations to resume early Nov; short-term demand uncertain
H1 FY27 cargo handled: 60.5 mn tonnes; Q2: 29.4 mn tonnes; India ops grew 10% y-y
Multiple analyst queries on Fujairah status, logistics ramp-up, and capex progress
Consolidated H1 revenue INR2,926 Cr (+18% y-y); EBITDA INR1,348 Cr (+13%); PAT INR686 Cr