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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
₹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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16:38 IST BSE
Credit Rating

JSW Infrastructure Credit Rating

Care Ratings assigned a 'CARE AA-; Stable' rating to JSW Jatadhar Marine Services Private Limited's long-term bank facilities worth ₹2,100 Crore.

Value
₹2,100 Cr
16:21 IST NSE
Credit Rating

JSW Infrastructure Credit Rating

Care Ratings upgraded the long-term credit rating of subsidiary South West Port Limited to CARE AA; Stable and reaffirmed the short-term rating.

Value
₹41.00 Cr
16:17 IST NSE
Credit Rating

JSW Infrastructure Credit Rating

Care Ratings upgraded the long-term credit ratings for JSW Jaigarh Port Limited's bank facilities totalling Rs. 745 Crore, while re-affirming its short-term ratings.

Value
₹745.0 Cr
16:08 IST NSE
Credit Rating

JSW Infrastructure Credit Rating

CARE Ratings Limited has reaffirmed the credit rating for JSW Infrastructure Limited's bank facilities and issuer rating, maintaining the Stable outlook.

19:04 IST BSE
New Order Win

JSW Infrastructure Bags New Order from Inter-Ministerial Committee, Ministry of Finance, Department of...

JSW Infrastructure Ltd received an LOI from the Central Board of Indirect Taxes and Customs to set up an Inland Container Depot in Karnataka.

From
Inter-Ministerial Committee, Ministry of Finance, Department of Revenue, Central Board of Indirect Taxes and Customs
Execution
One year
18:03 IST NSE
Capacity Expansion

JSW Infrastructure Capacity Expansion

JSW Infrastructure received a Letter of Intent from the Ministry of Finance to establish an Inland Container Depot at Kudathini, Karnataka, expanding its logistics infrastructure network.

Execution
within one year from the date of issue of the LOI