Update shared on05 Sep 2025
With both the discount rate and future P/E for JSW Steel remaining effectively unchanged, there has been no material revision in the fair value, with the consensus analyst price target stable at ₹1056.
What's in the News
- JSW Steel finalized a joint venture with Andhra Pradesh Mineral Development Corporation to develop the Konijedu Marlapadu Integrated Iron Ore Project, aiming to mine and beneficiate low-grade iron ore (1.3 million tons/annum) and reduce imported ore dependence; project cost INR 10.75 billion, with JSW holding 89% equity.
- JSW Steel and POSCO Group signed a non-binding agreement to explore a 50:50 joint venture for a 6 MTPA integrated steel plant in India, with Odisha among potential sites; feasibility studies are underway.
- JSW Steel, with JFE Steel, announced a major expansion of manufacturing capacity for grain-oriented electrical steel in Karnataka and Maharashtra, with joint investments of INR 58.45 billion and a plan to scale total capacity to 350,000 tons/annum, reinforcing JSW's specialty steel leadership.
- JSW Steel is part of a consortium led by BlueScope and including Nippon Steel and POSCO to explore acquisition of Whyalla Steelworks in Australia, targeting opportunities in lower-emissions steel production; the group has submitted a non-binding expression of interest.
- JSW Steel is reportedly in advanced discussions to acquire a stake in Coronado Global Resources’ flagship Curragh coal mine in Queensland, amid Coronado’s debt challenges and efforts to restructure asset holdings.
Valuation Changes
Summary of Valuation Changes for JSW Steel
- The Consensus Analyst Price Target remained effectively unchanged, at ₹1056.
- The Discount Rate for JSW Steel remained effectively unchanged, moving only marginally from 14.69% to 14.71%.
- The Future P/E for JSW Steel remained effectively unchanged, moving only marginally from 16.83x to 16.84x.
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