JSW Infrastructure Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in JSW Infrastructure Limited (NSE:JSWINFRA) had a good week, as its shares rose 8.5% to close at ₹316 following the release of its second-quarter results. It looks like a credible result overall - although revenues of ₹10b were what the analysts expected, JSW Infrastructure surprised by delivering a (statutory) profit of ₹1.78 per share, an impressive 37% above what was forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

See our latest analysis for JSW Infrastructure

Following the latest results, JSW Infrastructure's eight analysts are now forecasting revenues of ₹44.7b in 2025. This would be a meaningful 10% improvement in revenue compared to the last 12 months. Per-share earnings are expected to rise 9.5% to ₹6.64. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹44.0b and earnings per share (EPS) of ₹6.80 in 2025. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a small dip in their earnings per share forecasts.

It might be a surprise to learn that the consensus price target was broadly unchanged at ₹339, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values JSW Infrastructure at ₹400 per share, while the most bearish prices it at ₹250. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await JSW Infrastructure shareholders.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We can infer from the latest estimates that forecasts expect a continuation of JSW Infrastructure'shistorical trends, as the 21% annualised revenue growth to the end of 2025 is roughly in line with the 23% annual growth over the past three years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 7.1% annually. So it's pretty clear that JSW Infrastructure is forecast to grow substantially faster than its industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for JSW Infrastructure. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at ₹339, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for JSW Infrastructure going out to 2027, and you can see them free on our platform here..

We also provide an overview of the JSW Infrastructure Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.