JSW Infra maintains FY27–FY28 high-growth guidance as Q4FY26 revenue rises 19% to ₹1,520 crore

JSW Infrastructure reported Q4FY26 revenue of ₹1,520 crore, up 19% YoY, with EBITDA rising 20% and non-port revenue climbing 74% YoY. The non-port EBITDA margin expanded by 1,700 bps to 28.2%, while the company said the February rail consolidation added 25 rakes and is set to add 40 more in FY27. Management reiterated FY27–FY28 guidance of around 42% revenue CAGR and 39% EBITDA CAGR, with multiple port and pipeline projects described as on schedule and Oman port talks viewed positively. It estimated a ₹32 crore EBITDA hit at the Fujairah terminal after West Asia conflict-related damage, but kept overall guidance unchanged.