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JSWINFRANSEJSW Infrastructure Limited· Transport InfrastructureHighPositive
Announced Mon, 7 Jul, 2025 · 18:13 IST

JSW Infrastructure Limited has informed the Exchange about Bagging/Receiving of orders/contracts

Order Above 5pct RevenueGovt Defence OrderBusiness Updates View source PDFExplain this filing

JSWINFRA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close
+2.3%Reaction day
₹304.60
prior close
₹310.00
announcement price
After-mkt
timing
Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-0.1%+2.4% vs market
Port & Port services peers, median of 5sector-0.1%+2.4% vs sector

On the reaction day the stock moved 2.4 pts more than Nifty Midcap 150 and 2.4 pts more than its Port & Port services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
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30m
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Sessions after the filingfrom the prior close
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Reaction day
+2.3-0.1+2.4-0.1+2.4
Next day
+2.6-0.2+2.7-0.6+3.2
2d
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+4.0-1.3+5.2+0.6+3.3
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+4.1-0.6+4.7+1.0+3.1
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+1.8+0.3+1.6+1.5+0.4
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+2.0+0.4+1.6+2.4-0.4
15d
+2.4-1.9+4.3-2.7+5.1
1m
-2.4-4.9+2.5-7.7+5.3
2m
-1.1-3.0+1.9-5.9+4.8
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+0.8-2.0+2.8-3.1+3.9
UpDownMarket · Nifty Midcap 150Sector · Port & Port services peers, median of 5Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

JSW Infrastructure has received a Letter of Award from Syama Prasad Mookerjee Port Authority to reconstruct Berth No. 8 and mechanize Berths 7 and 8 at Netaji Subhas Dock in Kolkata. The project will be executed on a Design, Build, Finance, Operate and Transfer (DBFOT) basis under a PPP model with a 30-year concession period. The estimated capital expenditure is ₹740 crore, with a construction timeline of two years, and operations are expected to begin during the construction phase itself. This addition will push the company's total container handling capacity close to 1 million TEUs, strengthening its container operations on the eastern coast alongside its existing western coast presence at New Mangalore. The project is part of the government's port privatization initiative and supports JSW Infrastructure's goal of reaching 400 MTPA cargo capacity by 2030.

Likely market impact

This is a meaningful new order worth ₹740 crore, likely well above 5% of annual revenue, and adds long-term recurring income through the 30-year concession. It diversifies the company's footprint into the eastern coast and container segment, which is positive for growth visibility.