• EBITDA growth targets: JSW Infra plans to achieve an EBITDA of ₹5,000 crore by FY28 by expanding port capacity from 183 million tonnes to 300 million tonnes by the end of the year and increasing logistics EBITDA to ₹700 crore.
• Volume guidance: Current-year volumes are guided at 127 to 128 million tonnes, supported by strong first-quarter demand across Indian ports and improved throughput at Paradip.
• Fujairah terminal outlook: Despite regional disruptions affecting its oil storage facility, the company expects at least 50% of capacity to resume soon, supported by UAE infrastructure investments in ports outside the Strait of Hormuz.
• Capex and leverage: The company is investing approximately ₹30,000 crore in ports and ₹9,000 crore in logistics while maintaining a strict cap on its debt-to-EBITDA ratio at 2.5x.