₹80B Target, 25% Margin—JSW Infra’s Logistics Play Is Built for Scale

JSW Infrastructure Ltd, India’s second-largest private port operator, has unveiled an aggressive growth plan for its logistics vertical, aiming to generate ₹80 billion in topline revenue by FY30. The move follows its acquisition of Navkar Corporation and marks a decisive push toward integrated infrastructure solutions.

 

Key Highlights:

 

- ₹9,000 crore earmarked for logistics capex, part of a broader ₹30,000 crore expansion blueprint

 

- Targeting 25% EBITDA margin through scale, automation, and multimodal connectivity

 

- Logistics business now includes container freight stations, inland depots, and slurry pipelines

 

- Navkar’s integration expected to boost third-party cargo volumes and pan-India reach

 

Operational Drivers:

 

- Interim operations commenced at JNPA Liquid Terminal and Tuticorin Terminal

 

- Cargo volumes hit 117 million tonnes in FY25, with third-party share rising to 49%

 

- Strong balance sheet with net debt to EBITDA ratio at 0.65x, enabling inorganic growth

 

Outlook:

 

JSW Infra’s logistics ambitions align with India’s infrastructure push and rising demand for end-to-end cargo solutions. Analysts expect the segment to become a key profit engine by FY30.

 

Sources: India Shipping News, Business Standard, JSW Infrastructure Annual Report, Economic Times