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JSWINFRA · JSW Infrastructure Ltd · Misc. Transportation

JSWINFRA · JSW Infrastructure Ltd · Misc. Transportation

₹346.3+0.3%

As of 05 Nov close

52-week range

52wk low ₹233.4252wk high ₹375.5

7.8% below 52-week high

52-week range: as of 05 Nov 2026 close.

Price chartDaily closes on the stock page.

Stock Condition:Pro

Weighted combination of 8 measured readings. Not a probability, a rating or a forecast.

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Fundamentals as of 15 Sep 2026 · the company's own latest record is 52 days old

Profit declined YoY for 2 straight quarters

Revenue (latest Q)

₹1,445 Cr

Revenue YoY

PAT YoY

-9.9%

Operating margin

Revenue, last 8 quarters

P/E (TTM)

P/B

9.8

P/S (TTM)

14.3

Sector P/E

17.7

Dividend yield

+0.3%

CompanyP/EP/BNet marginROED/EDiv. yield
JSWINFRA (this stock)45.29.8+26.6%+13.7%0.63+0.3%
Adani Ports and Special Economic Zone31.14.4+33.0%+16.1%60.56+0.4%
GMR Airports245.1Not available from data source+3.1%-19.3%-17.450.0%
Aegis Vopak Terminals79.18+33.1%+7.7%0.87+0.1%

Promoter

stable

FII

rising 2q

MF

8.71% (+0.09pp)

rising 3q

Insider trades

No insider trades in the last 12 months.

Bulk/block deals

No bulk/block deals in the last 12 months.

News timeline

Concalls & investor presentations

AI-generated
Concall transcriptMixed30 Oct 2026
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Key takeaway: JSW Infrastructure Limited reported Q2 FY27 results on October 27, 2026, highlighting operational performance and strategic progress. The company handled 29.4 million tonnes of cargo in Q2, with India operations growing 8% YoY, driven by improved capacity utilization at key terminals and interim operations at Kolkata and Tuticorin. Third-party volumes grew 13% YoY in India but were limited to 1% overall due to nil contribution from Fujairah Liquid Terminal. Operating revenue for the ports segment rose 9% to INR1,202 crores, while logistics revenue reached INR279 crores, with EBITDA margins expanding to 29% due to rail logistics growth. The rail rake fleet expanded to 78 rakes by Q2 end, with plans to reach 110 by March 2027. Capex stood at INR8,250 crores cumulatively, with INR6,000 crores committed for ongoing projects. The company emphasized its long-term goal of expanding port capacity to 300 million tonnes by FY28 and 400 million tonnes by FY30, alongside logistics network expansion. Challenges included lower volumes at Jaigarh and Paradip Iron Ore Terminal, while Fujairah's operations faced delays due to regulatory and demand issues. Management expressed confidence in meeting FY27 guidance despite these headwinds.

The document highlights both growth in operations and logistics, as well as challenges like lower volumes at certain terminals and delays at Fujairah.

Sourced from an exchange-filed transcript, dated 30 Oct 2026. Summary is RedixFi-generated and distinct from investment advice.

Investor presentationPositive05 Aug 2026
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Key takeaway: JSW Infrastructure Limited's investor presentation dated August 2026 provided an overview of the company's operations and strategic initiatives. The presentation highlighted the company's installed generation capacity of 14.54 GW, with a goal of reaching 30 GW by FY30. It reported a market capitalization of approximately US$10 billion. The company also detailed its logistics and port operations, with a current capacity of 186 MTPA, aiming to expand to 400 MTPA by 2030. Financial performance for Q1 FY27 showed a 6% year-over-year increase in cargo handled, totaling 31 MT. Revenue from operations reached ₹1,445 crore, reflecting an 18% increase year-over-year. The presentation emphasized the company's strong balance sheet, with a cash balance of ₹9,863 crore and gross debt of ₹7,094 crore. Additionally, JSW Infrastructure received investment-grade ratings from major agencies, indicating a robust financial position.

The presentation emphasized growth and strong financial metrics.

Sourced from an exchange-filed presentation, dated 05 Aug 2026. Summary is RedixFi-generated and distinct from investment advice.

Concall transcriptNeutral27 Jul 2026
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Key takeaway: JSW Infrastructure Limited submitted a transcript of its Q1 FY27 Earnings Conference Call held on July 21, 2026, to BSE Limited and the National Stock Exchange of India. The document included details about the company's compliance with the Securities Exchange Board of India regulations. The transcript is available on the company's website for public access. Hitesh Kanani, the Company Secretary and Compliance Officer, signed the communication, which also included a copy to the India International Exchange.

The document provided factual information regarding regulatory compliance and the availability of the earnings call transcript.

Sourced from an exchange-filed transcript, dated 27 Jul 2026. Summary is RedixFi-generated and distinct from investment advice.

Investor presentationPositive21 Jul 2026
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Key takeaway: JSW Infrastructure Limited submitted an investor presentation detailing its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The presentation highlighted a 6% year-over-year increase in total cargo handled, reaching 31 million tonnes. Key operational updates included capacity expansions at South West Port and Mangalore Container Terminal, as well as the commencement of interim operations at the Kolkata Container Terminal. Financially, the company reported an 18% increase in revenue from operations to ₹1,445 crore and a 16% rise in operating EBITDA to ₹674 crore. The company also noted a strong balance sheet with a cash balance of ₹9,863 crore and gross debt of ₹7,094 crore. Additionally, management outlined growth strategies and set goals for future revenue and EBITDA growth, emphasizing ongoing and upcoming projects in both the ports and logistics segments.

Management emphasized growth and operational improvements in the presentation.

Sourced from an exchange-filed presentation, dated 21 Jul 2026. Summary is RedixFi-generated and distinct from investment advice.

Concall transcriptNeutral12 May 2026
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Key takeaway: JSW Infrastructure Limited disclosed the transcript of its Q4 FY26 Earnings Conference Call, which took place on 8th May 2026. The document was submitted to BSE Limited and the National Stock Exchange of India Limited as part of compliance with the Securities Exchange Board of India regulations. The transcript is available on the company's website for public access. Hitesh Kanani, the Company Secretary and Compliance Officer, signed the communication, which also included a copy sent to the India International Exchange.

The document provided factual information regarding the earnings call and compliance disclosures.

Sourced from an exchange-filed transcript, dated 12 May 2026. Summary is RedixFi-generated and distinct from investment advice.

Investor presentationPositive11 May 2026
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Key takeaway: JSW Infrastructure Limited's investor presentation dated May 11, 2026, provided an overview of the company's operations, financial performance, and growth strategy. The presentation highlighted that JSW Infrastructure is the second largest private port operator in India, with a total operational capacity of 183 million tonnes per annum (mtpa), aiming to expand to 400 mtpa by 2030. The company reported a consolidated revenue of ₹5,361 crore for FY26, reflecting a 20% increase year-on-year, and an operating EBITDA of ₹2,604 crore, up 15% from the previous year. Key projects include expansions at various ports and the development of new terminals. Management emphasized the importance of government initiatives in infrastructure development and the company's strategic positioning to leverage growth in the logistics sector. The presentation also noted a strong balance sheet with investment-grade ratings from Fitch and S&P.

Management emphasized growth opportunities and strong financial performance.

Sourced from an exchange-filed presentation, dated 11 May 2026. Summary is RedixFi-generated and distinct from investment advice.

Investor presentationPositive08 May 2026
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Key takeaway: JSW Infrastructure Limited submitted an investor presentation detailing its audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The presentation highlighted a total cargo handling of 122 million tonnes for FY26, reflecting a 4% year-over-year increase. Consolidated revenue from operations reached ₹5,361 crore, a 20% increase, with operating EBITDA at ₹2,604 crore, up 15% year-over-year. The company announced a dividend of ₹0.90 per share, representing 45% of the face value. Key project updates included the completion of the JNPA Liquid Terminal and the signing of a concession agreement for the Kolkata Container Terminal. The company reported a net debt to operating EBITDA ratio of 1.2x and maintained an investment-grade rating. Sustainability efforts were noted, with a low-risk rating from Sustainalytics and a commitment to various social initiatives.

Management emphasized growth and operational achievements in the presentation.

Sourced from an exchange-filed presentation, dated 08 May 2026. Summary is RedixFi-generated and distinct from investment advice.

Investor presentationPositive04 Feb 2026
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Key takeaway: JSW Infrastructure Limited's investor presentation, dated February 4, 2026, outlines the company's operational and financial performance, growth strategy, and key project updates. The presentation highlights a total cargo handling of 31.7 million tonnes in Q3 FY26, reflecting an 8% year-over-year increase, and a 5% increase in cargo handled over the first nine months of FY26. Management reported a revenue from operations of ₹1,350 crore for Q3 FY26, up 14% year-over-year, and ₹3,839 crore for the first nine months, up 20% year-over-year. The company aims to increase its port capacity to 400 million tonnes per annum by FY30. Key projects include expansions at various ports and the development of a greenfield port in Oman. The presentation also emphasizes the company's strong balance sheet and commitment to sustainability initiatives.

Management emphasized robust growth and strategic expansion opportunities.

Sourced from an exchange-filed presentation, dated 04 Feb 2026. Summary is RedixFi-generated and distinct from investment advice.

AI Summary of Annual Report

AI-generated
FY2025-26247 pages

JSW Infrastructure Limited reported a 20% growth in revenue from operations to ₹5,361.44 crore for FY2025-26, driven by increased cargo volumes and the acquisition of rail rakes business. The company's consolidated net worth stood at ₹10,509.80 crore. Key developments include the commissioning of liquid cargo berths under a public-private partnership and the resolution of NCR Rail Infrastructure Limited's insolvency. The company faced a fire incident at its Fujairah Liquid Terminal due to a drone strike, but no major regulatory or compliance issues were noted. The audit highlighted key areas such as impairment of investments in subsidiaries and accuracy of related party transaction disclosures.

  • Revenue from operations grew by 20% to ₹5,361.44 crore in FY2025-26.
  • Consolidated net worth was ₹10,509.80 crore as of FY2025-26.
  • Acquired rail rakes business contributing to operational growth.
  • Commissioning of liquid cargo berths under public-private partnership mode.
  • Fire incident at Fujairah Liquid Terminal due to drone strike, but no regulatory penalties noted.

Key takeaway: JSW Infrastructure Limited demonstrated strong operational and financial performance in FY2025-26, with significant growth in revenue and net worth, though key audit areas related to impairment assessments and related party disclosures require close monitoring.

The following annual report excerpts provide qualitative strategic context. Do not treat any specific financial figures in these excerpts as authoritative — they may be incorrectly labeled due to PDF table extraction limitations. For precise financial data, refer to the structured fundamentals data above.

Filed with NSE · 22 Jul 2026View source filing →

Governance disclosures

AI-generated

Needs attention

No item of a kind that needs attention was stored for this company.

Contingent Liability

2 occurrences

Recent (last 12 months)

Annual Report22 Jul 2026 (FY2025-26)· 3 passages
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JSW Infrastructure Limited has contingent liabilities related to disputed income tax cases, including disallowances of deductions under section 14A, CSR expenses, and mismatches in Annual Information Return. The company has not made provisions for these as legal advice suggests the demand may be deleted or reduced.

Earlier (1-3 years ago)

Annual Report23 Jun 2025 (FY2024-25)· 3 passages
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JSW Infrastructure Limited has contingent liabilities related to disputed income tax cases and has issued financial guarantees for loans taken by related parties, including JSW Mangalore Container Terminal Private Limited and JSW Terminal (MiddleEast) FZE, amounting to 1,046.98 crore as of 31st March, 2025.

Related-Party Transaction

2 occurrences

Recent (last 12 months)

Annual Report22 Jul 2026 (FY2025-26)· 26 passages
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The company obtained approval for material related party transactions between its wholly owned subsidiaries JSW Jaigarh Port Limited and JSW Dharamtar Port Private Limited and JSW Steel Limited for the Financial Year 2025-26.

Earlier (1-3 years ago)

Annual Report23 Jun 2025 (FY2024-25)· 5 passages
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The company acquired a slurry pipeline project from JSW Utkal Steel Limited, a related party, through a slump sale, with member consent obtained via postal ballot on 26th January 2025.

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