Earnings call transcript: JSW Infrastructure posts solid Q2 2027 growth

JSW Infrastructure reported solid second quarter 2027 growth in its earnings call transcript, with revenue and operating profit rising despite a decline in net profit. The company's consolidated operating revenue grew 17% year on year to INR 1,481 crores, while operating EBITDA increased 11% to INR 674 crores. Operating profit after tax (PAT) fell 11% to INR 328 crores.

Logistics showed strong performance, with EBITDA margin expanding to 29% from 15% a year earlier. Despite disruption at the Fujairah terminal and softer port margins, JSW Infrastructure kept its full-year EBITDA target intact. The company delivered a mixed but generally resilient quarter, with India operations growing 10% year on year and total cargo handling rising to 29.4 million tons. The market remains cautious, with the stock trading around $317.25, near its 52-week low.