Update shared on 25 Oct 2025
Fair value Increased 4.51%Analysts have raised their price target for JSW Steel by approximately ₹50 to ₹1,148, based on updated estimates for fair value and slight adjustments in expected growth and profitability metrics.
What's in the News
- JSW Steel has approved a strategic reorganization of its U.S. operations to consolidate business verticals under a single holding company. This reorganization aims to reduce legal entities and simplify compliance (Board Meeting, Oct 17, 2025).
- Reported consolidated crude steel production for Q2 FY26 increased 17% year-on-year to 7.90 million tonnes. Production for the first half of FY26 reached 15.16 million tonnes (Operating Results, Q2 FY26).
- JSW Steel incorporated a joint venture with Andhra Pradesh Mineral Development Corporation to develop the Konijedu Marlapadu Integrated Iron Ore Project. This venture aims to replace imported ore and target cost savings (Strategic Alliances, Aug 25, 2025).
- Strategic collaboration with POSCO Group is advancing, as both parties signed a Heads of Agreement to explore a 6 MTPA integrated steel plant in India (Strategic Alliances, Oct 2025).
- JSW, along with BlueScope Steel and other consortium partners, submitted an expression of interest for the Whyalla Steelworks, focusing on lower emission iron production and decarbonization opportunities (M&A Rumors, Oct 2025).
Valuation Changes
- Consensus Analyst Price Target has risen slightly by about ₹50 to ₹1,148, reflecting an increase in estimated fair value.
- Discount Rate has decreased marginally from 15.08% to 15.05%, indicating a small adjustment in risk assumptions.
- Revenue Growth forecast has fallen moderately from 11.68% to 11.27%, which suggests a more conservative outlook for future sales expansion.
- Net Profit Margin is down slightly from 9.94% to 9.84%. This points to a modest revision in expected profitability.
- Future P/E ratio estimate has risen from 17.48x to 17.96x. This implies higher valuation expectations relative to earnings.
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