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

JSW Infrastructure Limited (NSE:JSWINFRA) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to ₹290 in the week after its latest full-year results. It looks like a credible result overall - although revenues of ₹45b were in line with what the analysts predicted, JSW Infrastructure surprised by delivering a statutory profit of ₹7.19 per share, a notable 12% above expectations. 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 collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Taking into account the latest results, the most recent consensus for JSW Infrastructure from twelve analysts is for revenues of ₹54.6b in 2026. If met, it would imply a substantial 22% increase on its revenue over the past 12 months. Statutory per share are forecast to be ₹7.37, approximately in line with the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of ₹55.8b and earnings per share (EPS) of ₹7.52 in 2026. The analysts are less bullish than they were before these results, given the reduced revenue forecasts and the small dip in earnings per share expectations.

View our latest analysis for JSW Infrastructure

The analysts made no major changes to their price target of ₹340, suggesting the downgrades are not expected to have a long-term impact on JSW Infrastructure's valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on JSW Infrastructure, with the most bullish analyst valuing it at ₹400 and the most bearish at ₹230 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

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 22% annualised revenue growth to the end of 2026 is roughly in line with the 25% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 6.3% per year. So although JSW Infrastructure is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider 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. Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry. The consensus price target held steady at ₹340, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on JSW Infrastructure. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple JSW Infrastructure analysts - going out to 2028, and you can see them free on our platform here.

It might also be worth considering whether JSW Infrastructure's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, 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.