JSW Infrastructure Ltd

JSW Infrastructure has received Letter of Award for Integrated Development of Outer Container Terminal & Berth no. 1 through 5 at Netaji Subhash Dock (NSD), Kolkata Dock System issued by Syama Prasad Mookerjee Port Authority, Kolkata (SMPA) on Design Build Finance Operate Transfer (DBFOT) basis through PPP mode. The project involves building two outer container handling berths and taking over existing 5 berths at NSD with a combined capacity to handle 0.93 million TEUs (equivalent to 13 million tonnes per annum) of containers and multipurpose cargo.

The LoA is for the integrated development of the Outer Container Terminal at Netaji Subhas Dock (NSD) in Kolkata under a public-private partnership (PPP) framework. The project, awarded through a competitive bidding process, involves the development of two berths at the Outer Container Terminal and five berths at NSD on a Design, Build, Finance, Operate and Transfer (DBFOT) basis. The concession agreement has a tenure of 30 years, with the project to be executed in two phases. Upon completion, the terminal is expected to create a container handling capacity of around 0.93 million twenty-foot equivalent units (TEUs). The award adds to JSW Infrastructure's existing presence at the Kolkata Dock System. The company had earlier secured a contract for the reconstruction of Berth 8 and mechanisation of Berths 7 and 8 at NSD, which is expected to add capacity of 0.45 million TEUs, with interim operations likely to commence shortly. With both projects operational, the company's combined container handling capacity at the Kolkata Dock System is expected to rise to nearly 1.4 million TEUs. JSW Infrastructure said the projects are expected to address capacity constraints at NSD, improve berth productivity through mechanisation and reduce vessel turnaround times. The development is supported by strong cargo demand from the Kolkata metropolitan region and its hinterland. The latest award marks the company's second project win from SMPA within a year and strengthens its position in India's port privatisation and PPP ecosystem. Upon completion of its identified container expansion projects, JSW Infrastructure's overall container handling capacity is expected to increase to about 1.8 million TEUs, supporting its strategy to expand its container business and increase third-party cargo volumes across geographies. JSW Infrastructure, a part of JSW Group, is the second largest commercial port operator in India in terms of cargo handling capacity. It develops and operates ports and port terminals pursuant to port concessions. The company's consolidated net profit fell 17.82% to Rs 423.67 crore on 18.63% revenue from operations to Rs 1,522.34 crore in Q4 FY26 over Q4 FY25. Powered by Capital Market - Live

JSW Infrastructure announced that the Board of Directors of the Company at its meeting held on 8 May 2026, inter alia, have recommended the final dividend of Rs 0.9 per equity Share (i.e. 45%) , subject to the approval of the shareholders.

Net profit of JSW Infrastructure declined 17.88% to Rs 418.29 crore in the quarter ended March 2026 as against Rs 509.37 crore during the previous quarter ended March 2025. Sales rose 18.64% to Rs 1522.34 crore in the quarter ended March 2026 as against Rs 1283.18 crore during the previous quarter ended March 2025. For the full year,net profit rose 1.35% to Rs 1523.31 crore in the year ended March 2026 as against Rs 1503.08 crore during the previous year ended March 2025. Sales rose 19.78% to Rs 5361.44 crore in the year ended March 2026 as against Rs 4476.14 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales1522.341283.18 19 5361.444476.14 20 OPM %50.5349.95 -48.5650.54 - PBDT728.47721.82 1 2566.692349.39 9 PBT570.31581.35 -2 1952.571802.84 8 NP418.29509.37 -18 1523.311503.08 1 Powered by Capital Market - Live

JSW Infrastructure will hold a meeting of the Board of Directors of the Company on 8 May 2026.

The fundraising may be undertaken through one or more of following modes such as qualified institutional placement (QIP), further public offer (FPO), rights issue or through any other permissible mode. The issuance of shares will also enable compliance with SEBI's Minimum Public Shareholding (MPS) requirement. The board has authorised the finance committee of the company to inter-alia take necessary steps including deciding the timing, price, terms and conditions of the issuance of the equity shares. The company is executing a Rs 39,000 crore integrated capex plan across ports and logistics, targeting a scale up of port capacity from 177 MTPA to 400 MTPA by FY2030 through brownfield expansions, connectivity projects and greenfield developments in Odisha, Karnataka, Maharashtra and Oman. In parallel, the company is investing Rs 9,000 crore to build a fully integrated ports to hinterland logistics ecosystem'which forms an integral part of the overall Rs 39,000 crore capex programme. As previously guided, the company remains on a strong growth trajectory, with operating EBITDA expected to double by FY28 from FY26 levels to reach around Rs 5,000 crore. This outlook is underpinned by clear execution visibility across the under-construction Projects in the Ports segment and the transition of rolling assets from capex to EBITDA contribution within the Logistics segment. Rinkesh Roy, joint managing director & CEO, JSWIL, said, 'The fund raising initiative marks a pivotal step in the Company's journey to build a world class ports and logistics ecosystem for India. Beyond supporting our growth projects and strengthening our national footprint, it will also enable us to meet the Minimum Public Shareholding requirement within the mandated timeline. This underscores our commitment to governance excellence, deeper market participation, and long term value creation as we shape the country's future maritime trade and logistics landscape.' JSW Infrastructure, a part of JSW Group, is the second largest commercial port operator in India in terms of cargo handling capacity. It develops and operates ports and port terminals pursuant to port concessions. The company's consolidated net profit jumped 8.71% to Rs 364.85 crore on 14.2% revenue from operations to Rs 1,349.66 crore in Q3 FY26 over Q3 FY25.Powered by Capital Market - Live

The board of JSW Infrastructure at its meeting held on 20 February 2026 has approved appointment of Kartick Maheshwari (DIN:07969734) as an Additional Director designated as Independent Director of the Company, for a term of 3 (three) consecutive years i.e. from 20 February 2026.Powered by Capital Market - Live

The board of JSW Infrastructure at its meeting held on 20 February 2026 has approved raising of funds through issuance of up to 25 crore equity shares of face value of Rs. 2/- each, through one or more of following modes viz. Qualified Institutional Placement, Further Public Offer, Rights Issue or through any other permissible mode. Powered by Capital Market - Live

The key equity indices continued to trade with minor gains in the early afternoon trade. Sentiment remained optimistic despite weak economic data. Investors monitoring the crude oil prices, silver and gold prices and global cues. Nifty traded above 25,750 mark after hitting day's low of 25,570.30 in early trade. Media shares snapped a three-day losing streak. At 12:25 PM ST, the barometer index, the S&P BSE Sensex advanced 300.48 points or 0.36% to 83,584.87. The Nifty 50 index added 65.60 points or 0.25% to 25,746.20. In the broader market, the BSE 150 MidCap Index added 0.24% and the BSE 250 SmallCap Index rose 0.79%. The market breadth was strong. On the BSE, 2,417 shares rose and 1,505 shares fell. A total of 208 shares were unchanged. Derivatives: The NSE's India VIX, a gauge of the market's expectation of volatility over the near term, declined 4.29% to 12.76. The Nifty 24 February 2026 futures were trading at 25,759, at a premium of 12.8 points as compared with the spot at 25,746.20. The Nifty option chain for the 24 February 2026 expiry showed a maximum call OI of 79.2 lakh contracts at the 26,000 strike price. Maximum put OI of 64.3 lakh contracts was seen at the 25,500 strike price. Economy: India's total exports (merchandise and services combined) for January 2026 are estimated at $80.45 billion, registering a positive growth of 13.17% vis-'-vis January 2025. Total imports (merchandise and services combined) for January 2026 are estimated at $90.83 billion, registering a positive growth of 18.76% vis-'-vis January 2025. India's total exports during April-January 2025-26 are estimated at $720.76 billion registering a positive growth of 6.15%. Total imports during April-January 2025-26 are estimated at $823.41 billion registering a growth of 6.54%. Merchandise exports during January 2026 were $36.56 billion as compared to $36.34 billion in January 2025. Merchandise imports during January 2026 were $71.24 billion as compared to $59.77 billion in January 2025. The estimated value of services export for January 2026 is $43.90 billion as compared to $34.75 billion in January 2025. The estimated value of services imports for January 2026 is $19.60 billion as compared to $16.71 billion in January 2025. Major drivers of merchandise exports growth in January 2026 include engineering goods, petroleum products, meat, dairy & poultry products, marine products, and iron ore. Engineering goods exports increased by 10.37% from $9.42 billion in January 2025 to $10.40 billion in January 2026, while petroleum products exports increased by 8.55% from $3.48 billion in January 2025 to $3.77 billion in January 2026. Buzzing Index: The Nifty Media index jumped 1.18% to 1,467.50. The index declined 2.92% in the past three consecutive trading sessions. Hathway Cable & Datacom (up 2.16%), Sun TV Network (up 2.01%), Network 18 Media & Investments (up 1.73%), PVR Inox (up 1.21%), Zee Entertainment Enterprises (up 1.07%), Saregama India (up 0.83%), Prime Focus (up 0.78%), D B Corp (up 0.47%), Nazara Technologies (up 0.22%) and Tips Music (up 0.06%) advanced. Stocks in Spotlight: JSW Infrastructure shed 0.36%. The company announced that its board will meet on Friday, 20 February 2026, to consider a proposal for raising funds through the issuance of equity shares. BLS E-Services advanced 2.24% after the company's board approved to acquire 100% stake in Atyati Technologies (ATPL) from existing shareholders, to deliver financial and banking services to rural areas in India.Powered by Capital Market - Live

The company stated that the proposed fundraising could be undertaken through one or more public or private placement offerings, including a qualified institutional placement (QIP), a rights issue, or any other permissible method, or a combination thereof, subject to necessary approvals. JSW Infrastructure, a part of JSW Group, is the second largest commercial port operator in India in terms of cargo handling capacity. It develops and operates ports and port terminals pursuant to port concessions. JSW Infrastructure rallied 6.13% to Rs 273.45 after the company's consolidated net profit jumped 8.71% to Rs 364.85 crore on 14.2% revenue from operations to Rs 1,349.66 crore in Q3 FY26 over Q3 FY25. The counter shed 0.63% to Rs 260.40 on the BSE. Powered by Capital Market - Live