<h3 data-path-to-node="3"><b data-path-to-node="3" data-index-in-node="0">MUMBAI</b> — <b data-path-to-node="3" data-index-in-node="9">Mechanization Upgrades and New Dry Bulk Terminals Drive Multimodal Logistics Scale-Up Despite Regional Geopolitical Headwinds</b></h3><p data-path-to-node="4">JSW Infrastructure Ltd., India’s leading private port operator, has announced a targeted cargo-handling volume of approximately <b data-path-to-node="4" data-index-in-node="128">127 million tonnes (MT)</b> for the 2027 financial year (FY27). This represents a steady, modest increase from the 121.6 million tonnes handled in FY26, underpinned by robust domestic port throughput, strategic asset mechanization, and ongoing greenfield and brownfield capacity expansions.</p><p data-path-to-node="5">The guidance is being maintained even as the company manages temporary operational headwinds and cargo volume adjustments at its Fujairah liquid storage terminal in the UAE following regional geopolitical conflicts.</p><h4 data-path-to-node="6"><b data-path-to-node="6" data-index-in-node="0">Balancing International Disruptions with Domestic Growth</b></h4><p data-path-to-node="7">Management noted that operations at the Fujairah liquid terminal—impacted since late February—are undergoing phased restoration:</p><ol start="1" data-path-to-node="8"><li><p data-path-to-node="8,0,0"><b data-path-to-node="8,0,0" data-index-in-node="0">Phased Tank Restoration:</b> Eight storage tanks are scheduled to become fully operational by late July or early August, with an additional three tanks slated to resume service between September and October.</p></li><li><p data-path-to-node="8,1,0"><b data-path-to-node="8,1,0" data-index-in-node="0">Conservative Guidance:</b> Chief Financial Officer Nagarajan J confirmed that the company has factored in a conservative 2 to 2.5 million tonnes of cargo throughput from the Fujairah facility for FY27, ensuring robust risk management while maintaining broader corporate guidance.</p></li><li><p data-path-to-node="8,2,0"><b data-path-to-node="8,2,0" data-index-in-node="0">Insurance and Resolution:</b> Management anticipates that insurance claims linked to the terminal's disruption will achieve formal resolution by the end of October.</p></li></ol><h4 data-path-to-node="9"><b data-path-to-node="9" data-index-in-node="0">Aggressive Capex and Long-Term Capacity Roadmap</b></h4><p data-path-to-node="10">To support its aggressive long-term growth trajectory, JSW Infrastructure is pressing forward with a substantial <b data-path-to-node="10" data-index-in-node="113">₹16,500 crore capital expenditure program</b> spanning FY27 and FY28:</p><ul data-path-to-node="11"><li><p data-path-to-node="11,0,0"><b data-path-to-node="11,0,0" data-index-in-node="0">Capital Allocation:</b> Of the total outlay, ₹13,000 crore is earmarked specifically for port and terminal infrastructure development, while ₹3,500 crore is directed toward scaling the company's integrated logistics segment.</p></li><li><p data-path-to-node="11,1,0"><b data-path-to-node="11,1,0" data-index-in-node="0">Milestone Projects:</b> Key domestic developments include advancing the Murbe port project in Maharashtra (following environmental clearance) and accelerating construction on the Keni port project in Karnataka. Additionally, dry bulk berths and expanded handling capacities at Jaigarh and Dharamtar are scaling up to match anchor customer steel production growth.</p></li><li><p data-path-to-node="11,2,0"><b data-path-to-node="11,2,0" data-index-in-node="0">Vision 2030 Strategy:</b> Joint Managing Director and CEO Rinkesh Roy reaffirmed the company’s strategic objective to expand its aggregate cargo handling capacity from its current base to <b data-path-to-node="11,2,0" data-index-in-node="184">400 million tonnes per annum (MTPA) by FY2030</b>, solidifying its status as an integrated global maritime and logistics platform.</p></li></ul>