ALFA Finder| Management target | Revenue FY30 |
|---|
| Revenue growth | 19% YoY growth driven by coal handling and Navkar recovery. |
|---|---|
| Margins | Port EBITDA margins improved slightly to 51.7% from 51%. |
| Demand visibility | Strong visibility from JSW Steel expansion and port privatization opportunities. |
| Management confidence | Highly confident, emphasizing stronger H2 performance and 10% volume growth guidance. |
Growth
Revenue grew 19% YoY to ₹1,314 Cr; EBITDA up 10% to ₹671 Cr. Third-party cargo reached a record 52% mix.
Outlook
Targeting 400 MTPA capacity and ₹8,000 Cr logistics revenue by FY30. Iron ore slurry pipeline completion by March 2027.
Risks
Seasonal monsoon impacts and temporary maintenance shutdowns at Jaigarh caused slight volume dips. Rapid inorganic expansion via acquisitions carries integration risk.
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.