| 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
- ₹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.
More from JSW Infrastructure Ltd
All →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
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
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
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.
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
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