JSWINFRANSEJSW Infrastructure LimitedHighNeutral
Announced Fri, 8 May · 15:50 IST

JSW Infrastructure Limited has informed the Exchange regarding a press release dated May 08, 2026, titled "Media Release on Audited Standalone and Consolidated Financial Results for the quarter andyear ended 31st March, 2026".

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

JSWINFRA · price

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Price reaction · full curve 14 horizons · vs prior close
-3.2%1-day move
₹284.50
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₹277.10
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AI summary

JSW Infrastructure reported strong Q4 and full-year FY2026 results. Q4 revenue grew 19% YoY to ₹1,522 crore with Operating EBITDA up 20% to ₹769 crore and Adjusted PAT up 15% to ₹528 crore. For FY2026, revenue stood at ₹5,361 crore (+20% YoY) and Operating EBITDA at ₹2,604 crore (+15% YoY, in line with guidance). The company handled 122 million tonnes of cargo, up 4% YoY. Management declared dividend of ₹0.90/share and maintained a healthy balance sheet with Net Debt/EBITDA at 1.2x. Looking ahead, the company targets consolidated revenue of ₹6,850 crore and EBITDA of ₹3,000 crore for FY2027, with EBITDA expected to nearly double by FY2028.

Likely market impact

Strong operational performance with clear multi-year guidance signals solid growth trajectory. The EBITDA growth targets and expansion plans to 400 MTPA capacity by 2030 position the stock favourably for long-term investors. The comfortable leverage ratio provides flexibility for capex execution.