JSWINFRA

What JSW Infrast promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 25 tracked 2 delivered 2 missed 21 open
  • Logistics Segment EBITDA FY27 at risk said Q4 FY26 Promised: INR 400 crores Q1 FY27: Q1 Logistics EBITDA at INR 73cr. Annualized run-rate is INR 292cr, well below the INR 400cr target. Guidance was not explicitly reiterated.
  • Navkar Corporation EBITDA FY26 delivered said Q4 FY25 Promised: at least INR 100 crores Q4 FY26: Q4 EBITDA was INR 40 crores, bringing the full-year total to INR 118 crores, exceeding the 100cr target.
  • FY26 Cargo Volume Growth missed said Q4 FY25 Promised: 10% growth in Port volumes Q4 FY26: Q4 volumes at 31.6 MMT imply full-year volumes around ~118 MMT, representing roughly flat YoY growth, missing both the original 10% and revised 5% targets due to Fujairah and deferments.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 25 tracked commitments for JSW Infrast — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens