ALFA Finder| Revenue growth | Operating revenue up 18% YoY to 1,445 crore. |
|---|---|
| Margins | EBITDA margins healthy at 46.6%; slight dip due to Fujairah. |
| Order book | Aggressive capacity expansion from 186 MTPA to 400 MTPA. |
| Demand visibility | Strong domestic demand visibility; geopolitical headwinds in Middle East. |
| Management confidence | High confidence backed by successful QIP and investment-grade rating. |
Growth
India operations saw 11% volume growth; consolidated revenue grew 18% YoY driven by third-party cargo mix.
Outlook
EBITDA guidance of 3,000 crore for FY27 and 5,000 crore for FY28. Target capacity 400 MTPA by 2030.
Risks
Middle East tensions impacting Fujairah volumes; high concentration on anchor customers; capital allocation for aggressive expansion.
Earnings Call Transcript 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.