JSW Infrastructure Limited Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

It's been a good week for JSW Infrastructure Limited (NSE:JSWINFRA) shareholders, because the company has just released its latest first-quarter results, and the shares gained 3.3% to ₹321. It looks like a credible result overall - although revenues of ₹12b were in line with what the analysts predicted, JSW Infrastructure surprised by delivering a statutory profit of ₹1.84 per share, a notable 15% 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 gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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After the latest results, the twelve analysts covering JSW Infrastructure are now predicting revenues of ₹54.4b in 2026. If met, this would reflect a notable 16% improvement in revenue compared to the last 12 months. Statutory earnings per share are forecast to decrease 5.0% to ₹7.28 in the same period. In the lead-up to this report, the analysts had been modelling revenues of ₹54.5b and earnings per share (EPS) of ₹7.30 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

View our latest analysis for JSW Infrastructure

It will come as no surprise then, to learn that the consensus price target is largely unchanged at ₹346. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values JSW Infrastructure at ₹390 per share, while the most bearish prices it at ₹230. 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.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 22% growth on an annualised basis. That is in line with its 24% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 5.8% annually. 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 most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at ₹346, 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. We have forecasts for JSW Infrastructure going out to 2028, and you can see them free on our platform here.

You can also see whether JSW Infrastructure is carrying too much debt, and whether its balance sheet is healthy, for free on our 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.