NAVKARCORPNSENovember 02, 2025

Navkar Corporation Limited

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Key numbers — 40 extracted
rs,
ate: November 02, 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
35.7 mt
iner, Karnataka 4 Steel Energy JSW Group  India’s largest steel producer  Consol. capacity of 35.7 mtpa, growing to 43.4 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$32 Bn 
43.4 mt
el Energy JSW Group  India’s largest steel producer  Consol. capacity of 35.7 mtpa, growing to 43.4 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$32 Bn  Power producer with 1
51.5 mt
largest steel producer  Consol. capacity of 35.7 mtpa, growing to 43.4 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$32 Bn  Power producer with 13.2 GW installed generation capa
13.2 GW
tpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$32 Bn  Power producer with 13.2 GW installed generation capacity  Targeting 30GW generation + 40GWh of energy storage capacity by F
30GW
31  Market Cap: ~US$32 Bn  Power producer with 13.2 GW installed generation capacity  Targeting 30GW generation + 40GWh of energy storage capacity by FY30  Market Cap: ~US$10 Bn Infrastructure C
40GW
US$32 Bn  Power producer with 13.2 GW installed generation capacity  Targeting 30GW generation + 40GWh of energy storage capacity by FY30  Market Cap: ~US$10 Bn Infrastructure Cement  Second la
177 mt
 Market Cap: ~US$10 Bn Infrastructure Cement  Second largest private port operator in India - 177 mtpa capacity  Strategically located 3 operational Ports and 7 operating Terminals on the west and e
20.6 mt
7 operating Terminals on the west and east coast of India  Market cap of ~US$7 Bn  Capacity of 20.6 mtpa, growing to ~41.85 mtpa and developing a pan-India presence  Lowest CO2 emission intensity in
41.85 mt
on the west and east coast of India  Market cap of ~US$7 Bn  Capacity of 20.6 mtpa, growing to ~41.85 mtpa and developing a pan-India presence  Lowest CO2 emission intensity in cement industry  Equity
35%
latform and SaaS businesses at pre- series A to series A stages venture capital fund investing  35% stake in JSW MG Motors India  Plan to build largest EV complex in India  Targeting 300k of PV and
25 mt
W Infrastructure Investor Presentation Nov 2025 Note: Market cap as of October 27, 2025|1. As of FY25 mtpa: million tonnes per annum, GWh: Gigawatt hours, GW: Gigawatt, klpa: kilo litres per annum 5 JSW
Guidance — 3 items
Note
opening
Source: Infra Capital Expenditure from CAG, MoF; FY26 BE, estimates as per the budget.
Note
opening
FY30 Targets Revenue (Crore) ₹ 8,000 EBITDA (Crore) ₹ 2,000 CAPEX (FY25-30) ₹ 9,000 Crore Navkar – Morbi ICD Navkar – Ajivali CFS I & II Navkar - Somathane Kudathini ICD Gujarat Maharashtra Gati Shakti Cargo Terminal (GCT) Tamil Nadu Railway/GCT Inland Container Depot (ICD)/ Container Freight Station (CFS) JSW Infrastructure Investor Presentation Nov 2025 Note: Please note the map is not to scale 14 Key Project Updates (1/3) Terminals V.O.
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opening
Consequently, the Q2 FY25 cargo for Liquid Terminal UAE is now 1.88 MT instead of 1.25 MT and H1 FY25 cargo is now 3.46 MT instead of 2.50 MT.
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Speaking time
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1
Opening remarks
Note
1: 239,148 TEU – Container, 0.64 mtpa – other cargo 2: The Company owns a majority stake in PNP port 7 Presence in Logistics & Port Connectivity Our footprints in Logistics & Port Connectivity Key Equipments Operational Under Construction Gujarat Maharashtra Odisha Navkar – Morbi ICD Navkar – Ajivali CFS I & II Navkar - Somathane Kudathini ICD Karnataka Slurry Pipeline Gati Shakti Cargo Terminal (GCT) Slurry Pipeline Railway/GCT Tamil Nadu Inland Container Depot (ICD)/ Container Freight Station (CFS) Note: Map is not to scale JSW Infrastructure Investor Presentation Nov 2025 Note: 1) 3 Rakes on Lease 2814 Domestic standard containers 602 Trailers for last mile delivery 141 Rakes 6 RTG Cranes Land Bank (Acres) Particulars Developed Undeveloped Total Panvel Maharashtra Morbi, Gujarat Total 84 99 183 59 41 100 143 140 283 8 India Growth Story and Strong Fundamentals of Port Sector JSW Infrastructure Investor Presentation Nov 2025 Jaigarh Port, Maharashtra 9 Indian Economy Poised to Grow I
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