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JSW Infrastructure
SectorTransport
JSW Infrastructure Limited is a public company incorporated in 2006, originally as JSW Infrastructure & Logistics Limited. It is the second-largest private commercial port operator in India with a cargo handling capacity of 170 MTPA. The company operates 10 port concessions in India and has facilities in the UAE. It handles various types of cargo including dry bulk, break bulk, liquid bulk, gases, and containers. JSW Infrastructure provides maritime-related services such as cargo handling, storage solutions, and logistics. The company has strategically located ports and terminals on both the west and east coasts of India, with a presence in Maharashtra, Goa, Karnataka, Odisha, and Tamil Nadu. It has expanded through acquisitions and development of new facilities, including LNG terminals and container terminals. The company is part of the JSW Group and recently went public with a fresh issue of equity shares.
In the news
IL&FS Appoints Former DFS Secretary as New CMD for Two Years
JSW Infra Stock Falls 3% After HSBC Downgrade to Reduce Rating
Market Experts Share Stock Recommendations for Ather, BSE, JSW Infra
JSW Infra hits record high, jumps 7%; stock up 56% in FY27
HDFC Bank Down 26% YTD Amid Governance Crisis, Q2 Results Due Oct 17
JSW Port Logistics gets LoI for Ballari ICD project
JSW Infrastructure completes NCR Rail acquisition for ₹467.47 crore
JSW Infrastructure Shares Fall 2.05% to ₹339.50 on Q2 Profit Decline
JSW Infrastructure shares gain 2.22% to ₹343.20 amid bullish sentiment
JSW Infra Q1 profit drops 9.9% to ₹346.63 crore; Nomura raises target to ₹392
FIIs Sell While Mutual Funds Buy Financials, IT & FMCG in June
JSW Infrastructure shares rally 5% on strong growth outlook, QIP success
JSW Infrastructure develops 52 MTPA Odisha jetty at ₹2,100 crore
JSW Infra completes ₹7,503 cr QIP with 6.7x demand
Axis Securities picks JSW Infra, Ind-Swift, Welspun Living for next week
Sensex drops 669 pts, Nifty below 23,900; IT stocks drag markets
GMR Airports hits 52-week high; Nifty breaks above 23,530
JSW Infra weighs ₹6,000 cr QIP fundraise for expansion plans
JSW Infra secures Kolkata Port terminal, capacity hits 1.8M TEUs
JSW Infra wins Kolkata Port project, shares surge 5%
The Quarter story
The two most recent quarterly results, compared side-by-side.
JSW Infrastructure strengthens its balance sheet and port throughput while managing rising debt and margin compression.
Cash and Bank Balance grows from ₹3,088 Cr in Q2 FY26 to ₹9,863 Cr in Q1 FY27 — stronger liquidity supports future capex.
Gross Debt increases from ₹4,898 Cr in Q2 FY26 to ₹7,094 Cr in Q1 FY27 — rising leverage requires active monitoring.
Net Worth expands from ₹9,836 Cr in Q2 FY26 to ₹17,375 Cr in Q1 FY27 — equity base solidifies over the period.
Consolidated EBITDA Margin slips from 53.3% in Q4 FY26 to 48.7% in Q1 FY27 — profitability faces near-term pressure.
Third-Party Cargo Share rises from 46% in Q2 FY26 to 48% in Q1 FY27 — revenue diversifies away from group reliance.
Return on Capital Employed eases from 14.7% in Q1 FY26 to 13.4% in Q1 FY27 — capital efficiency gradually declines.
Logistics Container Traffic jumps from 20 TEUs in Q2 FY26 to 86 TEUs in Q4 FY26 — multimodal hubs gain steady traction.
UAE Liquid Terminal Volumes drop from 1.76 MT in Q3 FY26 to 0.17 MT in Q1 FY27 — regional demand contracts sharply.
Port Revenue climbs from ₹1,086 Cr in Q1 FY26 to ₹1,295 Cr in Q4 FY26 — top-line growth remains consistent across terminals.
JNPA Liquid Terminal Activity falls from 0.44 MT in Q2 FY26 to 0.28 MT in Q1 FY27 — liquid cargo flows weaken.
Company insights, generated from the most recent coverage.
The ₹7,503 Cr QIP being 6.7x oversubscribed by long-only funds and pension money means JSW Infra pre-funded its FY27-28 capex and is unlikely to need dilutive capital raises near term.
Khurja Rail Terminal's NCLT-backed acquisition of NCR Rail Infrastructure for ₹467 Cr gives JSW Infra a ready-made North India rail node instead of greenfield build time, accelerating the multimodal thesis.
Today's 4.91% jump to an all-time high is not a single-news move — it is the market re-rating a stack of catalysts (ICD win, rail acquisition, QIP, Moody's upgrade, Q1 volumes) at once, which makes the breakout more durable than a one-off spike.