| Revenue growth | 20% YoY for FY26; Q4 FY26 up 19% YoY. |
|---|---|
| Margins | Consolidated Operating EBITDA margin at 48.6% for FY26. |
| Demand visibility | Strong anchor customer volumes; situation improving post-April 2026. |
| Management confidence | High; pursuing value-accretive organic and inorganic growth. |
Growth
FY26 Consolidated Revenue up 20% YoY; Operating EBITDA up 15% YoY. Q4 FY26 Revenue grew 19% YoY to ₹1,522 Cr.
Outlook
FY30 targets: ₹8,000 Cr Revenue and ₹2,000 Cr EBITDA for logistics. FY28E Consolidated Revenue guided at ₹10,800 Cr.
Risks
Growth offset by Middle East conflict affecting Fujairah volumes and vessel availability, leading to higher freight costs.
Earnings Call filed with NSE, NSE: JSWINFRA. Summary written with AI assistance from the document.
JSW Infrastructure Ltd: key numbers
- Share price
- ₹362.05
- Market cap
- ₹84,358 Cr
- Revenue (annual)
- ₹5,361 Cr
- Net profit (annual)
- ₹1,523 Cr
- P/E (TTM)
- 56.8×Sector 29.0×
- Promoter holding
- 73.93%-9.69% QoQ
- FII holding
- 11.21%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- From
- Inter-Ministerial Committee, Ministry of Finance, Department of Revenue, Central Board of Indirect Taxes and Customs
- Execution
- One year
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- Execution
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