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Investor Presentation

Navkar Corporation Investor Presentation: Key Takeaways

JSW Infrastructure's Q1 FY27 presentation (post-Navkar acquisition) shows strong port growth (31MT, +6% YoY) and significant logistics expansion. Revenue reached ₹1,445 Cr (+18%) with PAT at ₹358 Crore.

Why this was an Alfa AlertManagement guides 58% Revenue growth for FY28 (explicit single-year guidance).
Guidance and delivery
Management target Revenue 58.0% FY28
Highlights
Revenue growth18.1% YoY consolidated revenue growth in Q1 FY27.
MarginsConsolidated Operating EBITDA margin slightly decreased to 46.6% from 47.5%.
Demand visibilityStrong; backed by 5MTPA steel expansion of anchor customer.
Management confidenceHigh; targeting 400 MTPA port capacity by 2030.

Growth

Logistics revenue jumped 38.4% to ₹191 Cr; Ports revenue grew 11.2% to ₹1,208 Cr. Consolidated EBITDA margin is 46.6%.

Outlook

Ambitious FY28 consolidated revenue target of ₹10,800 Cr (42% CAGR) and ₹9,000 Cr capex plan through FY30.

Risks

Challenging Middle East operating environment impacted Fujairah Liquid Terminal volumes; third-party cargo declined 1.9%.

Source

Investor Presentation filed with NSE, NSE: NAVKARCORP. Summary written with AI assistance from the document.

Read the document ↗

Navkar Corporation Ltd: key numbers

Share price
₹88.21
Market cap
₹1,328 Cr
Revenue (annual)
₹687.5 Cr
Net profit (annual)
₹30.15 Cr
P/E (TTM)
33.2×Sector 29.0×
Promoter holding
70.37%+0.00% QoQ
FII holding
0.67%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Credit Rating

Navkar Corporation Credit Rating

CRISIL reaffirmed Navkar Corporation's long-term rating as AA-/Stable and short-term as A1+. The rating covers Rs.278 Crore of total bank loan facilities.