JSW Infrastructure Stock Price - ₹334.10 | Transport

‌
‌
‌

Company insights, generated from the most recent coverage.

Trading at stretched 53x P/E valuation, making the stock sensitive to earnings disappointments or macro headwinds.
Shareholders approved increasing borrowing limit from ₹2,500 Cr to ₹6,000 Cr at AGM, indicating aggressive expansion plans but raising leverage concerns.
Fujairah Liquid Terminal facing headwinds in Middle East with third-party cargo volumes down 1.9% YoY, impacting diversification metrics.

‌
‌
‌

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.

‌
‌
‌

In the news

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%

Gabriel India rallies 5.5% as Motilal Oswal sees 29% upside potential

Jefferies raises targets for Poonawalla Fincorp, power stocks

Stocks to Watch: RBI Policy Decision, Ola Electric Lead Focus

JSW Infrastructure gets buy rating, target ₹342 amid REIT surge

JSW Infrastructure Q4 profit drops 18% to ₹423.67 crore

JSW Infra Plans $850M Share Sale for SEBI Compliance

JSW Infra share price target cut to ₹365 by JM Financial

JSW Infrastructure