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Earnings Call

JSW Infrastructure Earnings Call: Key Takeaways

JSW Infrastructure reported strong FY26 performance with 20% revenue growth to ₹5,361 crore and 15% EBITDA growth, focusing on massive capacity expansion to 400 MTPA by 2030.

Why this was an Alfa AlertNot a filter event. Results are in line with the growth trajectory; no material beat against specific prior guidance ranges provided.
Highlights
Revenue growth20% YoY in FY26.
MarginsOperating EBITDA margin at 48.6%.
Demand visibilityStrong domestic anchor customer demand; EXIM impacted by global conflicts.
Management confidenceHigh; well positioned for organic and inorganic growth.

Growth

FY26 revenue up 20% YoY; PAT up 12% to ₹1,644 Cr. Total cargo handled grew 4% to 122 MT.

Outlook

FY28E guidance: Revenue ₹10,800 Cr, EBITDA ₹5,000 Cr. ₹9,000 Cr logistics capex planned for FY25-30.

Risks

Growth offset by Middle East conflict, lower Fujairah volumes, vessel shortages, and higher freight costs.

Source

Earnings Call filed with BSE, NSE: JSWINFRA. Summary written with AI assistance from the document.

Read 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.

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