NAVKARCORPNSEAugust 06, 2025

Navkar Corporation Limited

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Key numbers — 40 extracted
rs,
Date: August 06, 2025 To, The Manager Listing Department BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Fort Mumbai – 400001 Scrip Code: 539332 Dear Sir/ Ma’am To, The Manager Li
35.72 mt
ation Aug 2025 4 Steel Energy JSW Group  India’s largest steel producer  Consol. capacity of 35.72 mtpa, growing to 43.4 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$30 Bn 
43.4 mt
l Energy JSW Group  India’s largest steel producer  Consol. capacity of 35.72 mtpa, growing to 43.4 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$30 Bn  Power producer with 1
51.5 mt
largest steel producer  Consol. capacity of 35.72 mtpa, growing to 43.4 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$30 Bn  Power producer with 12.8 GW installed generation capa
12.8 GW
tpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$30 Bn  Power producer with 12.8 GW installed generation capacity  Targeting 30GW generation + 40GWh of energy storage capacity by F
30GW
31  Market Cap: ~US$30 Bn  Power producer with 12.8 GW installed generation capacity  Targeting 30GW generation + 40GWh of energy storage capacity by FY30  Market Cap: ~US$10 Bn Infrastructure 
40GW
US$30 Bn  Power producer with 12.8 GW installed generation capacity  Targeting 30GW generation + 40GWh of energy storage capacity by FY30  Market Cap: ~US$10 Bn Infrastructure  Second largest pr
177 mt
by FY30  Market Cap: ~US$10 Bn Infrastructure  Second largest private port operator in India - 177 mtpa capacity  Strategically located Ports and Terminals on the west and east coast of India  Mark
20.6 mt
lants in Karnataka and Maharashtra  Targeting 800,000 klpa capacity by FY30 Cement  Capacity of 20.6 mtpa, growing to ~41 mtpa  Lowest CO2 emission intensity in Indian cement industry and among major
41 mt
Maharashtra  Targeting 800,000 klpa capacity by FY30 Cement  Capacity of 20.6 mtpa, growing to ~41 mtpa  Lowest CO2 emission intensity in Indian cement industry and among major global companies  T
60 mt
st CO2 emission intensity in Indian cement industry and among major global companies  Targeting 60 mtpa capacity EV  35% stake in JSW MG Motors India  Plan to build largest EV complex in India  Ta
35%
y in Indian cement industry and among major global companies  Targeting 60 mtpa capacity EV  35% stake in JSW MG Motors India  Plan to build largest EV complex in India  Targeting 300k of PV and
Guidance — 3 items
Note
opening
Source: Infra Capital Expenditure from CAG, MoF; FY26 BE, estimates as per the budget.
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opening
Consequently, the Q1 FY25 cargo is now 28.1 MT instead of 27.8 MT .
Note
opening
Consequently, the Q1 FY25 cargo for Liquid Terminal UAE is now 1.58 MT instead of 1.25 MT.
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Speaking time
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Opening remarks
Note
1: 239,148 TEU – Container, 0.64 mtpa – other cargo 2: The Company owns a majority stake in PNP port 8 India Growth Story and Strong Fundamentals of Port Sector JSW Infrastructure Investor Presentation Aug 2025 9 Indian Economy Poised to Grow India on Track to be 3rd Largest Economy with a Size Of $7 Tn+ Government’s Thrust on Infra Capex CY24 GPD (USD Tn) CY28P GDP (USD Tn) CY30P GDP (USD Tn) USA China Germany Japan India UK 29.2 USA 18.7 China 4.7 4.0 3.9 3.6 India Germany Japan UK 34.3 23.1 5.6 5.3 4.7 4.5 Infra Capital Expenditure (₹ Trillion) 11.2 10.5 9.5 7.4 5.9 4.3 India expected to remain within the Top 3 economies globally with over $7 Tn in size 2.0 2.2 3.1 2.6 3.1 3.4 India 7.01 Flagship Govt. programs to drive large scale infra improvements Flagship Govt. programs to drive large scale infra improvements FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26E • National Infrastructure Pipeline Covered 13,000 projects with a capex of $2+ trillion • Bharatmala 65,000 kms
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