JSW Infrastructure (JSWINFRA) Investor presentation summary

Business overview and strategic positioning

• Operates as India's second largest private port operator with 186 MTPA capacity, targeting 400 MTPA by 2030.

• Assets are strategically located across India and select international locations, enhancing connectivity and cargo stickiness.

• Fast-growing logistics platform with integrated port connectivity, leveraging group synergies in steel, cement, and paints.

• Diversified presence ensures robust access to industrial hinterlands and mineral-rich belts.

• Strong anchor customer base, notably from JSW Steel, supports stable cargo volumes.

Sector fundamentals and growth drivers

• Indian economy projected to surpass $7 trillion, with government focus on infrastructure capex and logistics modernization.

• Maritime sector reforms and flagship programs (Sagarmala, Bharatmala, National Infrastructure Pipeline) drive port and logistics expansion.

• Port capacity expected to quadruple by 2047, with private operators benefiting from the landlord model.

• Integrated, cost-efficient logistics ecosystem targeted through multi-modal initiatives and rail corridor investments.

Growth strategy and project pipeline

• Aggressive brownfield and greenfield expansion, with major projects in Keni, Murbe, Jatadhar, and Oman.

• Logistics growth via acquisition (Navkar), new ICDs, multi-modal parks, and increased rail/container rake fleet.

• FY30 targets: ₹8,000 crore revenue, ₹2,000 crore EBITDA, and ₹9,000 crore capex for logistics.

• Leveraging balance sheet for inorganic growth and participating in privatization bids.