ALFA Finder| 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
- ₹344.75
- Market cap
- ₹80,327 Cr
- Revenue (annual)
- ₹5,361 Cr
- Net profit (annual)
- ₹1,523 Cr
- P/E (TTM)
- 55.7×Sector 32.3×
- Promoter holding
- 73.93%+0.00% QoQ
- FII holding
- 12.48%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from JSW Infrastructure Ltd
All →JSW Infrastructure Earnings Call Transcript: Key Takeaways
JSW Infrastructure delivered healthy revenue growth of 18% YoY despite geopolitical disruptions in Fujairah.
JSW Infrastructure Other Announcement
JSW Infrastructure's monitoring agency reports no deviation from IPO objects this quarter. Financing capex objects are delayed against offer-document timelines.
JSW Infrastructure Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹1,481 Cr (+17% YoY), operating EBITDA ₹674 Cr (45.5% margin, +11%), PAT ₹328 Cr (down 11%). H1 revenue ₹2,926 Cr (+18%). Logistics scaling via Navkar and GCT.
- Call
- Guides 23% growth
JSW Infrastructure Results Update
JSW Infrastructure's media release reports Q2 FY2027 revenue up 17% to Rs 1,481 Crore. PAT fell to Rs 328 Crore, hit by unrealised forex losses.
JSW Infrastructure Q2 FY27 Results: Net Profit ₹328.2 Cr, Down 11.0% YoY
JSW Infrastructure Ltd reported revenue from operations of ₹1,481 Cr (+17.0% YoY) and net profit of ₹328.2 Cr (-11.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹328.2 Cr · -11.0% YoY
JSW Infrastructure Other Announcement
JSW Infrastructure Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. The filing discloses promoter and public shareholding details.