• Port capacity targets: JSW Infrastructure plans to expand its port capacity from 182 MTPA to 300 MTPA by FY28 and over 400 MTPA by FY31, backed by active projects like the 303 km slurry pipeline and Jatadhar Port.
• Capital expenditure plan: The company has earmarked ₹39,000 crore in capex through FY31—₹30,000 crore for ports and ₹9,000 crore for logistics—with roughly ₹11,500 to ₹12,000 crore already spent or committed under a 70:30 debt-equity funding model.
• Debt and balance sheet: Net debt stands at ₹3,100 crore with a debt-to-EBITDA ratio of 1.2 against a guidance ceiling of 2.5, aided by a natural hedge from dollar-denominated vessel charges contributing 15% to 18% of revenue.
• Logistics segment expansion: Following a ₹25 crore EBITDA contribution over two months from its rail logistics acquisition, the company is expanding its 42-rake fleet with 40 additional rakes and starting operations at the Kolkata terminal.