Loading...
Back to narrative

JSWINFRA: Revenue Outlook And Lower Risk Profile Will Shape Balanced Prospects

Decarbonization And Execution Delays Will Erode Future Profitability

JSWINFRA logo
JSWINFRA
AnalystLowTarget
Not Invested
Published 23 Jun 2025

Update shared on 14 Dec 2025

Fair value Increased 4.03%
n/a
n/a
AnalystLowTarget's Fair Value
n/a
Loading
1Y
-14.7%
7D
3.8%

Analysts have raised their price target on JSW Infrastructure from ₹248.24 to ₹258.26, citing a lower perceived discount rate and slightly stronger revenue growth expectations that more than offset a modestly reduced profit margin and valuation multiple.

What's in the News

  • JSW Infrastructure issued revenue guidance for fiscal 2025, targeting INR 7 billion to INR 8 billion in revenue, signaling management confidence in growth visibility (company guidance).
  • The board has scheduled a meeting on October 16, 2025 to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, which may provide updated insight into performance trends (board meeting notice).

Valuation Changes

  • Fair Value Estimate has risen slightly from ₹248.24 to ₹258.26, reflecting a modest increase in the assessed intrinsic value of JSW Infrastructure.
  • Discount Rate has fallen significantly from 16.81 percent to about 13.10 percent, indicating a lower perceived risk or required return in the valuation model.
  • Revenue Growth has risen marginally from roughly 19.22 percent to about 19.42 percent, suggesting a small upward revision in long term growth expectations.
  • Net Profit Margin has fallen moderately from about 21.02 percent to roughly 19.64 percent, signaling slightly lower expected profitability on future revenues.
  • Future P/E has declined moderately from about 50.12x to around 46.87x, pointing to a somewhat lower valuation multiple applied to projected earnings.

Have other thoughts on JSW Infrastructure?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystLowTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystLowTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.