JSW Infrastructure (JSWINFRA) Investor presentation summary

Strategic positioning and asset overview

• Operates 183 MTPA port capacity, targeting 400 MTPA by 2030, making it the second largest private port operator in India.

• Assets are strategically located across India and internationally, ensuring connectivity to industrial and mineral-rich regions.

• Logistics footprint includes ICDs, CFSs, and a growing fleet of rail rakes, with expansion into multi-modal logistics parks.

• Strong anchor customer base, notably India's largest steel producer, supports stable cargo volumes.

• Diversified business interests across steel, energy, cement, paints, EVs, and sports, leveraging group synergies.

Sector fundamentals and growth drivers

• Indian economy projected to surpass $7 trillion by 2030, with significant government infrastructure capex.

• Maritime sector benefits from 11,099 km coastline, 95% of trade by volume, and government initiatives like Sagarmala and Bharatmala.

• Port capacity expected to quadruple to 10,000 MTPA by 2047, with logistics reforms driving cost efficiency.

• Rail and multi-modal logistics initiatives aim to increase freight share and reduce logistics costs.

Growth strategy and project pipeline

• Pursuing brownfield expansions, greenfield port developments, and logistics platform scaling.

• Major projects under construction include Jatadhar Port, Keni Port, and a 302 km slurry pipeline in Odisha.

• Logistics segment targets 8,000 crore revenue and 2,000 crore EBITDA by FY30, with significant capex planned.

• Actively participating in government privatization bids and leveraging balance sheet for inorganic growth.