JSW Infrastructure, one of India’s leading port and logistics companies, has set a revenue target of ₹700–800 crore for its logistics division in FY26. The company’s logistics arm, strengthened by the acquisition of Navkar Corporation, is expected to play a key role in achieving this goal. This move aligns with JSW’s broader plan to rapidly scale its logistics business and create greater integration across ports and inland operations.
In FY25, JSW Infra handled 117 million tonnes of cargo, marking a 9 per cent year-on-year increase, with third-party volumes contributing nearly 50 per cent of the total. The acquisition of Navkar, coupled with the development of new terminals at JN Port and Tuticorin, is expected to be a significant growth driver for the company’s logistics segment.
As part of its long-term strategy, JSW Infrastructure plans to invest around ₹9,000 crore in its logistics network by FY30. This includes setting up multiple port-linked cargo terminals under the PM Gati Shakti framework, with a vision to expand logistics revenues to ₹8,000 crore by FY30 while targeting a 25 per cent EBITDA margin.
In addition to port expansion, the company is enhancing hinterland connectivity, rail links, and warehouse infrastructure, aiming to establish itself as a full-stack logistics solutions provider. This integrated model is expected to strengthen client relationships, improve operational efficiency, and deliver high-margin revenue over the long term.
From ₹250 crore in logistics revenue in FY25, the business aims to grow to ₹700–800 crore in FY26, reflecting JSW Infra’s focus on diversifying beyond captive cargo and increasing third-party volumes. The company believes this expansion will unlock significant value and position it as a major player in India’s fast-evolving logistics ecosystem.
