View ValuationJSW Infrastructure 将来の成長Future 基準チェック /56JSW Infrastructure利益と収益がそれぞれ年間20.5%と27.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.7% 22.1%なると予測されています。主要情報20.5%収益成長率22.14%EPS成長率Infrastructure 収益成長11.0%収益成長率27.1%将来の株主資本利益率15.70%アナリストカバレッジGood最終更新日08 Jul 2026今後の成長に関する最新情報お知らせ • Jan 16Jsw Infrastructure Limited Provides Consolidated Earning Guidance for the Fiscal Year 2026JSW 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.すべての更新を表示Recent updatesお知らせ • Jun 27JSW 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お知らせ • Jun 24JSW 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 ListingDeclared Dividend • Jun 17Dividend increased to ₹0.90Dividend 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.お知らせ • Jun 16JSW Infrastructure Limited announces Annual dividendJSW 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 09Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull 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.お知らせ • May 02JSW Infrastructure Limited to Report Q4, 2026 Results on May 08, 2026JSW Infrastructure Limited announced that they will report Q4, 2026 results on May 08, 2026Reported Earnings • Jan 17Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.お知らせ • Jan 16Jsw Infrastructure Limited Provides Consolidated Earning Guidance for the Fiscal Year 2026JSW 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.お知らせ • Jan 09JSW Infrastructure Limited to Report Q3, 2026 Results on Jan 16, 2026JSW Infrastructure Limited announced that they will report Q3, 2026 results on Jan 16, 2026New Risk • Nov 01New minor risk - Dividend sustainabilityThe 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 17Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond 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.お知らせ • Oct 09JSW Infrastructure Limited to Report Q2, 2026 Results on Oct 16, 2025JSW Infrastructure Limited announced that they will report Q2, 2026 results on Oct 16, 2025お知らせ • Jul 14JSW Infrastructure Limited to Report Q1, 2026 Results on Jul 22, 2025JSW Infrastructure Limited announced that they will report Q1, 2026 results on Jul 22, 2025Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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.お知らせ • Jun 19JSW Infrastructure Limited, Annual General Meeting, Jul 15, 2025JSW Infrastructure Limited, Annual General Meeting, Jul 15, 2025.お知らせ • May 17Sajjan Jindal Family Trust Reportedly Plans INR 12,000 Million Stake Sale in JSW Infrastructure to Meet Minimum Public Shareholding NormsSajjan 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 16New minor risk - Dividend sustainabilityThe 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 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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.お知らせ • Apr 30+ 1 more updateJSW Infrastructure Limited Appoints Padmini Kant Mishra as Executive Vice President - Terminals, with Effect from April 30, 2025The board of directors of JSW Infrastructure Limited at its meeting held on April 30, 2025, Based on the recommendation of the Nomination & Remuneration Committee, the Board has approved the appointment of Mr. Padmini Kant Mishra as Executive Vice President - Terminals designated as Senior Management Personnel of the Company with effect from April 30, 2025. Key qualifications: Mr. Padmini Kant Mishra has completed his BSc in Nautical Sciences & Executive Post Graduate Program in Management from Indian Institute of Management, Bangalore. He also holds a Certificate of Competency as Master of a Foreign Going Ship. Broad experience: Mr. Mishra brings over 28+ years of diverse experience in P&L Management, General Management, Strategy Formulation & Execution, Financial & Commercial Management, Business Development, Project Management, Logistics and Operations Management in domestic & international settings in Ports, Shipping and Logistics Industry.お知らせ • Apr 22JSW Infrastructure Limited to Report Fiscal Year 2025 Results on Apr 30, 2025JSW Infrastructure Limited announced that they will report fiscal year 2025 results on Apr 30, 2025Board Change • Apr 10High number of new directorsThere 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.お知らせ • Mar 27JSW Infrastructure Limited (NSEI:JSWINFRA) acquired the Under Development Slurry Pipeline Project from Jsw Utkal Steel Limited for INR 16 billionJSW 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.お知らせ • Mar 26JSW Infrastructure Limited Approves the Retirement of Gerard Earnest Paul Da Cunha as an Independent Director, Effective March 27, 2025JSW 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 21Investor 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 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.お知らせ • Jan 29Adani & JSW Among Big Names Reportedly Lining Up for ArshiyaA 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 19High number of new directorsThere 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 29Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond 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.お知らせ • Oct 17JSW Infrastructure Limited to Report Q2, 2025 Results on Oct 28, 2024JSW Infrastructure Limited announced that they will report Q2, 2025 results on Oct 28, 2024お知らせ • Oct 09+ 1 more updateJSW Infrastructure Limited Announces Resignation of Arun Maheshwari as Chief Executive Officer, Effective from November 7, 2024JSW Infrastructure Limited announced that Mr. Arun Maheshwari has step down from the position of Chief Executive Officer and consequently as a Key Managerial Personnel of the Company, however he will continue to serve as a Non-Executive Director on the Board of the Company. This decision comes as he will be moving to a new role within the JSW group. Mr. Arun Maheshwari will continue to serve in his current position in above companies till November 7, 2024 to support an orderly transition.お知らせ • Aug 01JSW Infrastructure Limited Appoints Rinkesh Roy as Senior Management PersonnelOn 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.お知らせ • Jul 12JSW Infrastructure Limited to Report Q1, 2025 Results on Jul 18, 2024JSW Infrastructure Limited announced that they will report Q1, 2025 results on Jul 18, 2024Reported Earnings • Jul 08Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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.お知らせ • Jul 06+ 3 more updatesJSW Infrastructure Limited to Report Q2, 2025 Results on Nov 14, 2024JSW Infrastructure Limited announced that they will report Q2, 2025 results on Nov 14, 2024お知らせ • Jun 29JSW Infrastructure Limited, Annual General Meeting, Jul 29, 2024JSW Infrastructure Limited, Annual General Meeting, Jul 29, 2024, at 11:00 Indian Standard Time.Reported Earnings • May 04Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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.お知らせ • Apr 28JSW Infrastructure Limited to Report Q4, 2024 Results on May 03, 2024JSW Infrastructure Limited announced that they will report Q4, 2024 results on May 03, 2024Reported Earnings • Feb 05Third 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.お知らせ • Jan 25JSW Infrastructure Limited to Report Q3, 2024 Results on Feb 02, 2024JSW Infrastructure Limited announced that they will report Q3, 2024 results on Feb 02, 2024Valuation Update With 7 Day Price Move • Nov 12Investor 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 05Second quarter 2024 earnings releasedSecond 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.お知らせ • Oct 29JSW Infrastructure Limited to Report Q2, 2023 Results on Nov 03, 2023JSW Infrastructure Limited announced that they will report Q2, 2023 results on Nov 03, 2023お知らせ • Oct 26JSW Infra Reportedly in Talks to Buy Gopalpur PortsJSW 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.業績と収益の成長予測BSE:543994 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029134,44728,623-21,44953,80383/31/202899,61623,988-51,44637,459173/31/202766,18715,758-49,60128,171173/31/202653,67315,233-4,70120,215N/A12/31/202551,29916,144N/AN/AN/A9/30/202549,62115,8511,39527,336N/A6/30/202546,97815,953N/AN/AN/A3/31/202544,83715,03124921,004N/A12/31/202442,97613,237N/AN/AN/A9/30/202440,55912,44612,28317,502N/A6/30/202439,02811,275N/AN/AN/A3/31/202437,71211,55915,54518,032N/A12/31/202335,90111,264N/AN/AN/A9/30/202334,4779,90616,87719,832N/A6/30/202332,6148,70915,36217,690N/A3/31/202332,0307,39815,17917,972N/A12/31/202229,8754,575N/AN/AN/A9/30/202226,9082,851N/AN/AN/A6/30/202225,6314,1498,20113,479N/A3/31/202222,8133,2796,67211,762N/A12/31/202120,7443,851N/AN/AN/A9/30/202120,6753,756-5,98911,333N/A6/30/202118,3703,335-6,55310,721N/A3/31/202116,1462,914-7,3249,902N/A12/31/202014,4092,659N/AN/AN/A9/30/202012,7522,404N/AN/AN/A6/30/202012,1922,154N/AN/AN/A3/31/202011,6321,904-4,0052,587N/A3/31/201910,9672,667N/A3,280N/A3/31/201810,2742,677N/A5,999N/A3/31/20178,8782,936N/A6,159N/A12/31/20168,4872,927N/AN/AN/A9/30/20168,0343,095N/AN/AN/A6/30/20167,5862,744N/AN/AN/A3/31/20167,2012,216N/A2,928N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 543994の予測収益成長率 (年間20.5% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: 543994の収益 ( 20.5% ) はIndian市場 ( 16.3% ) よりも速いペースで成長すると予測されています。高成長収益: 543994の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 543994の収益 ( 27.1% ) Indian市場 ( 11.1% ) よりも速いペースで成長すると予測されています。高い収益成長: 543994の収益 ( 27.1% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 543994の 自己資本利益率 は、3年後には低くなると予測されています ( 15.7 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/11 02:25終値2026/07/10 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋JSW Infrastructure Limited 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Bharanidhar VijayakumarAvendus SparkVijayaraghavan SwaminathanAvendus SparkSumit KishoreAxis Capital Limited24 その他のアナリストを表示
お知らせ • Jan 16Jsw Infrastructure Limited Provides Consolidated Earning Guidance for the Fiscal Year 2026JSW 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.
お知らせ • Jun 27JSW 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
お知らせ • Jun 24JSW 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 17Dividend increased to ₹0.90Dividend 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.
お知らせ • Jun 16JSW Infrastructure Limited announces Annual dividendJSW 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 09Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull 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.
お知らせ • May 02JSW Infrastructure Limited to Report Q4, 2026 Results on May 08, 2026JSW Infrastructure Limited announced that they will report Q4, 2026 results on May 08, 2026
Reported Earnings • Jan 17Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.
お知らせ • Jan 16Jsw Infrastructure Limited Provides Consolidated Earning Guidance for the Fiscal Year 2026JSW 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.
お知らせ • Jan 09JSW Infrastructure Limited to Report Q3, 2026 Results on Jan 16, 2026JSW Infrastructure Limited announced that they will report Q3, 2026 results on Jan 16, 2026
New Risk • Nov 01New minor risk - Dividend sustainabilityThe 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 17Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond 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.
お知らせ • Oct 09JSW Infrastructure Limited to Report Q2, 2026 Results on Oct 16, 2025JSW Infrastructure Limited announced that they will report Q2, 2026 results on Oct 16, 2025
お知らせ • Jul 14JSW Infrastructure Limited to Report Q1, 2026 Results on Jul 22, 2025JSW Infrastructure Limited announced that they will report Q1, 2026 results on Jul 22, 2025
Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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.
お知らせ • Jun 19JSW Infrastructure Limited, Annual General Meeting, Jul 15, 2025JSW Infrastructure Limited, Annual General Meeting, Jul 15, 2025.
お知らせ • May 17Sajjan Jindal Family Trust Reportedly Plans INR 12,000 Million Stake Sale in JSW Infrastructure to Meet Minimum Public Shareholding NormsSajjan 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 16New minor risk - Dividend sustainabilityThe 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 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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.
お知らせ • Apr 30+ 1 more updateJSW Infrastructure Limited Appoints Padmini Kant Mishra as Executive Vice President - Terminals, with Effect from April 30, 2025The board of directors of JSW Infrastructure Limited at its meeting held on April 30, 2025, Based on the recommendation of the Nomination & Remuneration Committee, the Board has approved the appointment of Mr. Padmini Kant Mishra as Executive Vice President - Terminals designated as Senior Management Personnel of the Company with effect from April 30, 2025. Key qualifications: Mr. Padmini Kant Mishra has completed his BSc in Nautical Sciences & Executive Post Graduate Program in Management from Indian Institute of Management, Bangalore. He also holds a Certificate of Competency as Master of a Foreign Going Ship. Broad experience: Mr. Mishra brings over 28+ years of diverse experience in P&L Management, General Management, Strategy Formulation & Execution, Financial & Commercial Management, Business Development, Project Management, Logistics and Operations Management in domestic & international settings in Ports, Shipping and Logistics Industry.
お知らせ • Apr 22JSW Infrastructure Limited to Report Fiscal Year 2025 Results on Apr 30, 2025JSW Infrastructure Limited announced that they will report fiscal year 2025 results on Apr 30, 2025
Board Change • Apr 10High number of new directorsThere 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.
お知らせ • Mar 27JSW Infrastructure Limited (NSEI:JSWINFRA) acquired the Under Development Slurry Pipeline Project from Jsw Utkal Steel Limited for INR 16 billionJSW 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.
お知らせ • Mar 26JSW Infrastructure Limited Approves the Retirement of Gerard Earnest Paul Da Cunha as an Independent Director, Effective March 27, 2025JSW 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 21Investor 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 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.
お知らせ • Jan 29Adani & JSW Among Big Names Reportedly Lining Up for ArshiyaA 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 19High number of new directorsThere 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 29Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond 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.
お知らせ • Oct 17JSW Infrastructure Limited to Report Q2, 2025 Results on Oct 28, 2024JSW Infrastructure Limited announced that they will report Q2, 2025 results on Oct 28, 2024
お知らせ • Oct 09+ 1 more updateJSW Infrastructure Limited Announces Resignation of Arun Maheshwari as Chief Executive Officer, Effective from November 7, 2024JSW Infrastructure Limited announced that Mr. Arun Maheshwari has step down from the position of Chief Executive Officer and consequently as a Key Managerial Personnel of the Company, however he will continue to serve as a Non-Executive Director on the Board of the Company. This decision comes as he will be moving to a new role within the JSW group. Mr. Arun Maheshwari will continue to serve in his current position in above companies till November 7, 2024 to support an orderly transition.
お知らせ • Aug 01JSW Infrastructure Limited Appoints Rinkesh Roy as Senior Management PersonnelOn 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.
お知らせ • Jul 12JSW Infrastructure Limited to Report Q1, 2025 Results on Jul 18, 2024JSW Infrastructure Limited announced that they will report Q1, 2025 results on Jul 18, 2024
Reported Earnings • Jul 08Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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.
お知らせ • Jul 06+ 3 more updatesJSW Infrastructure Limited to Report Q2, 2025 Results on Nov 14, 2024JSW Infrastructure Limited announced that they will report Q2, 2025 results on Nov 14, 2024
お知らせ • Jun 29JSW Infrastructure Limited, Annual General Meeting, Jul 29, 2024JSW Infrastructure Limited, Annual General Meeting, Jul 29, 2024, at 11:00 Indian Standard Time.
Reported Earnings • May 04Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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.
お知らせ • Apr 28JSW Infrastructure Limited to Report Q4, 2024 Results on May 03, 2024JSW Infrastructure Limited announced that they will report Q4, 2024 results on May 03, 2024
Reported Earnings • Feb 05Third 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.
お知らせ • Jan 25JSW Infrastructure Limited to Report Q3, 2024 Results on Feb 02, 2024JSW Infrastructure Limited announced that they will report Q3, 2024 results on Feb 02, 2024
Valuation Update With 7 Day Price Move • Nov 12Investor 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 05Second quarter 2024 earnings releasedSecond 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.
お知らせ • Oct 29JSW Infrastructure Limited to Report Q2, 2023 Results on Nov 03, 2023JSW Infrastructure Limited announced that they will report Q2, 2023 results on Nov 03, 2023
お知らせ • Oct 26JSW Infra Reportedly in Talks to Buy Gopalpur PortsJSW 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.