JSW Infra to focus on capacity expansion

Aims to double capacity to 400 MTPA by FY30

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JSW Infrastructure's strategy of expanding capacity, modernising assets, and pursuing selective acquisitions is well aligned with India's long-term port sector growth agenda. With the government targeting a fourfold increase in capacity to 10,000 MTPA by FY47 from the current 2,700 MTPA, JSW Infra is positioned as a key beneficiary. Its ability to leverage group cargo while steadily expanding third-party volumes (52% in Q1 FY26) reinforces its growing role in the country's port and logistics ecosystem.

The company has reiterated port capacity expansion as a core priority, with plans to scale from 177 MTPA currently to 400 MTPA by FY30. Alongside ports, JSW Infra is pursuing an aggressive logistics infrastructure build-out under JSW Ports Logistics, supported by an investment plan of ₹9,000 crore through FY30. This expansion is expected to deliver revenue of ₹8,000 crore and EBITDA of ₹2,000 crore at scale.

FY26 capex outlay of ₹5,500 crore (₹4,000 crore towards ports and ₹1,500 crore towards logistics) is more than double of FY25 levels of ₹2,440 crore. These investments are expected to support at least 10% growth in port volumes and a 50% jump in logistics revenues in FY26.