JSW Infrastructure Limited | Latest market updates

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JSW Infra Plans for a Massive Capex of Rs.2,500 Cr for FY25

JSW Infrastructure sets Rs.2,500 Crore investment for FY25 to expand cargo handling capacity, boosting growth and operational efficiency with growth in financials.

JSW Infrastructure Limited is primarily engaged in the development, operation, and maintenance of port services, along with infrastructure development activities related to ports. They also undertake infrastructure development projects in various sectors, mainly, marine.

Rs.2500 Cr for FY25

JSW Infrastructure Ltd recently announced that it intends to allocate more than Rs.2,500 crore in the fiscal year 2025 to boost its cargo handling capabilities. By 2027, the company aims for a 50% capacity surge to reach 258 million tonnes, with an estimated investment of Rs.14,000 crore. J The company aims for an FY25 capex of approximately Rs 2,500 crore, inclusive of sustainable capex, with potential for revision based on the requirements of the company.

Additionally, they seek to boost capacity utilization to around 80% within the next 2.5-3 years, a significant increase from the current 65%. This strategic initiative reflects their commitment to enhancing operational efficiency and maximizing resource utilization. Following its listing in 2023, the company revealed the execution of a concession agreement with the Jawaharlal Nehru Port Authority for liquid berths capable of handling 4.5 mtpa.

Financial Results

On Friday, JSW Infrastructure released its fourth-quarter results, demonstrating a strong rise in consolidated net profit to Rs.330 crore, marking a significant 10% growth compared to the same quarter of the previous year. Additionally, in Q4 FY24, JSW Infrastructure exhibited robust financial performance compared to Q4 FY23. Revenue from operations grew by 20% to Rs.1,096 crore, while total revenue surged 23% to Rs.1,200 crore. EBITDA saw a significant increase of 29.2% to Rs. 685 crore, accompanied by an expansion in the EBITDA margin from 54.4% to 57.1%. These results highlight improved operational efficiency and profitability for the company.

Parameters Q4FY24 Q4FY23 Change
Revenue from Operations (Rs. Crore) Rs.1096 Rs.915 +20%
Total Revenue (Rs. Crore) Rs.1200 Rs.973 +23%
EBITDA (Rs. Crore) Rs.685 Rs.530 +29.2%
EBITDA Margin (%) 57.1% 54.4% +2.7% pts
Net Profit Rs.330.01 Rs.300.44 +10%

Conclusion: JSW Infrastructure’s significant investment of over Rs. 2,500 crore in fiscal year 2025, alongside a projected Rs.14,000 crore for capacity expansion by 2027, evidences their commitment to growth. Achieving a 10% surge in consolidated net profit in Q4 FY24, with revenue from operations rising by 20% and EBITDA increasing by 29.2%, showcases their operational strength. These results and plans validate their strategic direction and affirm confidence in future growth.


Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.
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JSW Infrastructure Reports Strong Q1 FY2025 with Volume and Profit Growth

JSW Infrastructure Limited announces its commitment to curtail its direct GHG emissions and achieve Net-Neutrality by 2050.

JSW Infrastructure Limited, a leading Indian private port operator, delivered impressive results for the first quarter of FY2025 (Q1 ended June 30, 2024).

Key Highlights:

Cargo Volume Growth: JSW Infrastructure handled 27.8 million tonnes of cargo, representing a 9% increase year-on-year. This growth is attributed to:

  • Acquired assets contributing incremental volumes.
  • Increased capacity utilisation at the Paradip Iron Ore and Coal Terminal.

Third-Party Business Strength: Third-party cargo volume witnessed a significant 48% YoY growth, reaching 13.8 million tonnes. Consequently, the share of third-party cargo in the overall volume climbed to 50% compared to 37% a year ago, reflecting a more diversified client base.

Financial Performance: The company’s strong operational performance translated to:

  • 20% YoY growth in total revenue, reaching ₹1,104 crore.
  • 24% YoY growth in EBITDA to ₹609 crore, with a healthy margin of 55.1%.
  • Profit after Tax (PAT) of ₹297 crore.

Strategic Acquisitions and Expansion Plans

Navkar Corporation Acquisition: JSW Infrastructure acquired a 70.37% stake in Navkar Corporation Limited, a move that marks the company’s foray into logistics and value-added services. This strategic acquisition will enable JSW Infrastructure to offer:

  • Improved port connectivity for customers.
  • Streamlined supply chain solutions.

Gati Shakti Cargo Terminal Project: JSW Infrastructure secured a contract for constructing and operating a Gati Shakti Multi-Modal Cargo Terminal (GCT) at Arakkonam, Chennai. This project aligns with the company’s vision of establishing a pan-India logistics network for last-mile connectivity.

  • Construction timeline: 18 months.
  • Estimated capex: ₹150 crore.
  • Strategic location with excellent rail and road connectivity, offering proximity to the port.

JSW Infra signed a concession agreement with V.O. Chidambaranar Port, Tamil Nadu, to develop a new 7 MPTA Cargo Berth. JSW Infra will leverage its operational capabilities of handling bulk products and increase its cargo share on the East Coast. The asset provides access to the rich hinterland with a diverse cargo profile, including dry bulk, coal, limestone, gypsum, rock phosphate & copper concentrate.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.