Annuncio • Jun 27
JSW Infrastructure Limited has completed a Follow-on Equity Offering in the amount of INR 75.026942 billion. JSW Infrastructure Limited has completed a Follow-on Equity Offering in the amount of INR 75.026942 billion.
Security Name: Equity Shares
Security Type: Common Stock
Securities Offered: 263,252,427
Price\Range: INR 285
Transaction Features: Regulation S; Subsequent Direct Listing Annuncio • Jun 24
JSW Infrastructure Limited has filed a Follow-on Equity Offering. JSW Infrastructure Limited has filed a Follow-on Equity Offering.
Security Name: Equity Shares
Security Type: Common Stock
Securities Offered: 263,252,427
Price(minimum): INR 290.35
Transaction Features: Regulation S; Subsequent Direct Listing Declared Dividend • Jun 17
Dividend increased to ₹0.90 Dividend of ₹0.90 is 13% higher than last year. Ex-date: 18th June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 0.5%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 28% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annuncio • Jun 16
JSW Infrastructure Limited announces Annual dividend JSW Infrastructure Limited announced Annual dividend of INR 0.9000 per share, ex-date on June 18, 2026 and record date on June 18, 2026. Reported Earnings • May 09
Full year 2026 earnings: Revenues and EPS in line with analyst expectations Full year 2026 results: EPS: ₹7.32 (up from ₹7.27 in FY 2025). Revenue: ₹57.1b (up 27% from FY 2025). Net income: ₹15.2b (up 1.3% from FY 2025). Profit margin: 27% (down from 34% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Infrastructure industry in Asia. Annuncio • May 02
JSW Infrastructure Limited to Report Q4, 2026 Results on May 08, 2026 JSW Infrastructure Limited announced that they will report Q4, 2026 results on May 08, 2026 Reported Earnings • Jan 17
Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2026 results: EPS: ₹1.72 (up from ₹1.59 in 3Q 2025). Revenue: ₹14.1b (up 19% from 3Q 2025). Net income: ₹3.59b (up 8.9% from 3Q 2025). Profit margin: 26% (down from 28% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 4.4%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Infrastructure industry in Asia. Annuncio • Jan 16
Jsw Infrastructure Limited Provides Consolidated Earning Guidance for the Fiscal Year 2026 JSW Infrastructure Limited provided consolidated earning guidance for the fiscal year 2026. For the period, the company is targeting consolidated operating revenue of INR 540 billion. Annuncio • Jan 09
JSW Infrastructure Limited to Report Q3, 2026 Results on Jan 16, 2026 JSW Infrastructure Limited announced that they will report Q3, 2026 results on Jan 16, 2026 New Risk • Nov 01
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 119% Dividend yield: 0.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Reported Earnings • Oct 17
Second quarter 2026 earnings: EPS and revenues exceed analyst expectations Second quarter 2026 results: EPS: ₹1.74 (down from ₹1.80 in 2Q 2025). Revenue: ₹12.7b (up 26% from 2Q 2025). Net income: ₹3.61b (down 2.8% from 2Q 2025). Profit margin: 28% (down from 37% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Infrastructure industry in Asia. Annuncio • Oct 09
JSW Infrastructure Limited to Report Q2, 2026 Results on Oct 16, 2025 JSW Infrastructure Limited announced that they will report Q2, 2026 results on Oct 16, 2025 Annuncio • Jul 14
JSW Infrastructure Limited to Report Q1, 2026 Results on Jul 22, 2025 JSW Infrastructure Limited announced that they will report Q1, 2026 results on Jul 22, 2025 Reported Earnings • Jun 25
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: ₹7.27 (up from ₹6.02 in FY 2024). Revenue: ₹44.8b (up 19% from FY 2024). Net income: ₹15.0b (up 30% from FY 2024). Profit margin: 34% (up from 31% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Infrastructure industry in Asia. Annuncio • Jun 19
JSW Infrastructure Limited, Annual General Meeting, Jul 15, 2025 JSW Infrastructure Limited, Annual General Meeting, Jul 15, 2025. Annuncio • May 17
Sajjan Jindal Family Trust Reportedly Plans INR 12,000 Million Stake Sale in JSW Infrastructure to Meet Minimum Public Shareholding Norms Sajjan Jindal Family Trust is reportedly planning to sell shares worth up to INR 12,000 million in JSW Infrastructure Limited (NSEI:JSWINFRA) through a block deal, ET Now reported. The floor price for the offer has been set at INR 288 per share, with up to 42 million shares on offer. As per the latest exchange data, the Trust currently holds a majority 80.72% stake in the company. The total promoter holding stands at 85.62%.Earlier in a regulatory disclosure, JSW Infrastructure confirmed that the Sajjan Jindal Family Trust, through its trustees Sajjan Jindal and Sangita Jindal, intends to divest up to 2% of its stake in one or more tranches. The sale is aimed at helping the company meet SEBI's minimum public shareholding (MPS) requirement. The proposed divestment will take place through the open market between May 13, 2025, and March 31, 2026, or until the target is achieved, whichever is earlier. JSW Infrastructure, which debuted on the stock exchanges on October 3, 2023, has seen its share price rise by 18% over the past year. As per SEBI norms, all listed companies are required to maintain at least 25% public shareholding within a specified time frame post-listing. Newly listed entities are generally given a three-year window to comply. New Risk • May 16
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Dividend per share is over 6x cash flows per share. Dividend yield: 0.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Reported Earnings • May 01
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: ₹7.27 (up from ₹6.02 in FY 2024). Revenue: ₹48.3b (up 28% from FY 2024). Net income: ₹15.0b (up 30% from FY 2024). Profit margin: 31% (in line with FY 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Infrastructure industry in Asia. Annuncio • Apr 22
JSW Infrastructure Limited to Report Fiscal Year 2025 Results on Apr 30, 2025 JSW Infrastructure Limited announced that they will report fiscal year 2025 results on Apr 30, 2025 Board Change • Apr 10
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Anita Belani was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annuncio • Mar 27
JSW Infrastructure Limited (NSEI:JSWINFRA) acquired the Under Development Slurry Pipeline Project from Jsw Utkal Steel Limited for INR 16 billion JSW Infrastructure Limited (NSEI:JSWINFRA) agreed to acquire Under Development Slurry Pipeline Project from Jsw Utkal Steel Limited for INR 17 billion on July 19, 2024. A cash consideration of INR 17 billion will be paid by JSW Infrastructure Limited. As part of consideration, INR 17 billion is paid towards assets of Under Development Slurry Pipeline Project. RBSA Capital Advisors LLP acted as financial advisor to JSW Utkal Steel Limited.
JSW Infrastructure Limited (NSEI:JSWINFRA) completed the acquisition of Under Development Slurry Pipeline Project from Jsw Utkal Steel Limited for INR 16 billion on March 25, 2025. Further, the JSW Infrastructure Limited also entered into a long term take or pay agreement on the same date with JSW Steel Limited for the transportation of iron ore slurry from Nuagaon mines to Jagatsinghpur for a period of 20 years by the JSW Infrastructure Limited. Annuncio • Mar 26
JSW Infrastructure Limited Approves the Retirement of Gerard Earnest Paul Da Cunha as an Independent Director, Effective March 27, 2025 JSW Infrastructure Limited approved the retirement of Mr. Gerard Earnest Paul Da Cunha (DIN: 00406461) as an Independent Director with effect from close of business hours on March 27, 2025 on account of completion of his term as an Independent Director, at its Board of Directors meeting held on March 26, 2025. Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹313, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 15x in the Infrastructure industry in Asia. Total returns to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹164 per share. Reported Earnings • Jan 30
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: EPS: ₹1.59 (up from ₹1.20 in 3Q 2024). Revenue: ₹11.8b (up 26% from 3Q 2024). Net income: ₹3.30b (up 32% from 3Q 2024). Profit margin: 28% (up from 27% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Infrastructure industry in Asia. Annuncio • Jan 29
Adani & JSW Among Big Names Reportedly Lining Up for Arshiya A diverse group of companies including Adani Ports and Special Economic Zone Limited (NSEI:ADANIPORTS), JSW Infrastructure Limited (NSEI:JSWINFRA), Embassy Industrial Parks Private Limited (Horizon Industrial Parks) and Transindia Real Estate Limited (NSEI:TREL) have shown interest in acquiring listed supply chain and logistics infrastructure firm Arshiya Limited (BSE:506074), which is undergoing a corporate insolvency resolution process. Investors such as Authum Investment & Infrastructure Limited (BSE:539177), Dickey Alternative Investment Trust and Finquest Financial Solutions Private Limited have also evinced interest in the company, said a person aware of the development. The company’s resolution professional Pankaj Mahajan declined to comment, citing confidentiality due to the ongoing corporate insolvency resolution process. Emailed queries to Adani Ports and Special Economic Zone, JSW Infrastructure, Horizon Industrial Parks and Transindia Real Estate remained answered until press time. Authum Investment & Infrastructure Ltd, Dickey Alternative Investment Trust and Finquest Financial Solutions Pvt Ltd. did not respond to ET’s query either. Board Change • Dec 19
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non- Executive Director Anoop Mittal was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 29
Second quarter 2025 earnings: EPS exceeds analyst expectations Second quarter 2025 results: EPS: ₹1.80 (up from ₹1.41 in 2Q 2024). Revenue: ₹10.9b (up 28% from 2Q 2024). Net income: ₹3.72b (up 46% from 2Q 2024). Profit margin: 34% (up from 30% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Infrastructure industry in Asia. Annuncio • Oct 17
JSW Infrastructure Limited to Report Q2, 2025 Results on Oct 28, 2024 JSW Infrastructure Limited announced that they will report Q2, 2025 results on Oct 28, 2024 Annuncio • Aug 01
JSW Infrastructure Limited Appoints Rinkesh Roy as Senior Management Personnel On basis of recommendation of the Nomination and Remuneration Committee, the Board of Directors JSW Infrastructure Limited in its meeting held on August 01, 2024 has approved the appointment of Mr. Rinkesh Roy as President, has been designated as Senior Management Personnel of the Company with effect from August 01, 2024. Date of appointment: August 01, 2024. Terms of appointment: Full-Time Employment. Key qualifications: Mr. Rinkesh Roy holds Master's Degree in public Management from National University of Singapore & Kennedy School of Government, Harvard University. Broad experience: Mr. Roy aged 54 years, and ex. Civil Servant. He was previously associated with Govt. of India since 1992 and has an experience spanning over 30 years in Railway operation, Shipping, Ports and Logistics. He was awarded the Minister of Railway Award for "Outstanding Service" in 2003 and General Manager award for "Meritorious service" in 2005. During this stint he also held position of Chairman for the major ports like Vishakhapatnam, Tuticorin and Kamrajar for various duration and was also the Chairman of Dredging Corporation of India. He also participated in an UNCTAD course in Dublin, Ireland and was part of several high level delegations to the UK, Spain, Denmark, south Korea and Russia. He also participated in Programme on Strengthening of Freight Transport Capacity Railways in Japan, 2007 and on Railways Management in Japan, 2010. Annuncio • Jul 12
JSW Infrastructure Limited to Report Q1, 2025 Results on Jul 18, 2024 JSW Infrastructure Limited announced that they will report Q1, 2025 results on Jul 18, 2024 Reported Earnings • Jul 08
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: ₹6.02 (up from ₹4.12 in FY 2023). Revenue: ₹38.0b (up 18% from FY 2023). Net income: ₹11.6b (up 56% from FY 2023). Profit margin: 30% (up from 23% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Infrastructure industry in Asia. Annuncio • Jun 29
JSW Infrastructure Limited, Annual General Meeting, Jul 29, 2024 JSW Infrastructure Limited, Annual General Meeting, Jul 29, 2024, at 11:00 Indian Standard Time. Reported Earnings • May 04
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: ₹6.01 (up from ₹4.12 in FY 2023). Revenue: ₹40.3b (up 26% from FY 2023). Net income: ₹11.6b (up 56% from FY 2023). Profit margin: 29% (up from 23% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Infrastructure industry in Asia. Annuncio • Apr 28
JSW Infrastructure Limited to Report Q4, 2024 Results on May 03, 2024 JSW Infrastructure Limited announced that they will report Q4, 2024 results on May 03, 2024 Reported Earnings • Feb 05
Third quarter 2024 earnings released: EPS: ₹1.20 (vs ₹0.51 in 3Q 2023) Third quarter 2024 results: EPS: ₹1.20. Revenue: ₹9.40b (up 18% from 3Q 2023). Net income: ₹2.51b (down 6.1% from 3Q 2023). Profit margin: 27% (down from 34% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Infrastructure industry in Asia. Annuncio • Jan 25
JSW Infrastructure Limited to Report Q3, 2024 Results on Feb 02, 2024 JSW Infrastructure Limited announced that they will report Q3, 2024 results on Feb 02, 2024 Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹203, the stock trades at a trailing P/E ratio of 41.7x. Average forward P/E is 13x in the Infrastructure industry in India. Reported Earnings • Nov 05
Second quarter 2024 earnings released Second quarter 2024 results: EPS: ₹1.41. Revenue: ₹8.48b (up 29% from 2Q 2023). Net income: ₹2.54b (up ₹2.23b from 2Q 2023). Profit margin: 30% (up from 4.7% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Annuncio • Oct 29
JSW Infrastructure Limited to Report Q2, 2023 Results on Nov 03, 2023 JSW Infrastructure Limited announced that they will report Q2, 2023 results on Nov 03, 2023 Annuncio • Oct 26
JSW Infra Reportedly in Talks to Buy Gopalpur Ports JSW Infrastructure Limited (NSEI:JSWINFRA) is in talks to buy Shapoorji Pallonji's (SP) ports arm, Gopalpur Ports Limited, at an estimated enterprise value of INR 30,000 million that includes the company's debt, according to people familiar with the matter. The unit is being divested as part of commitments that SP's promoters, the Mistry family, have made to financiers in loan covenants entered into with them, according to the sources. As per the covenants, SP Group has committed to divest the unit by March 31 next year. JSW Infrastructure, whose shares were listed on bourses earlier this month, sees Odisha-based Gopalpur Ports as a strategic fit that will complement its steel-making operations. Gopalpur Ports operates an all-weather deep-draft port in Gopalpur town of Odisha, which is strategically located between the well-known Paradip and Vizag ports on the eastern coast of India. It specialises in handling iron ore cargo, a key raw material in JSW's steel business. Talks may not necessarily result in a deal, the sources cited earlier cautioned. A senior JSW official declined to comment when contacted. Shapoorji Pallonji had not responded to ET's queries until the publication of this report.