JSWINFRANSEJSW Infrastructure LimitedMinimalNeutral
Announced Fri, 8 May · 19:12 IST

Monitoring agency report is enclosed herewith.

JSWINFRA · price

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

Price reaction · full curve 14 horizons · vs prior close
-3.2%1-day move
₹284.50
prior close
₹277.10
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.3+2.5+3.5+2.9-3.2-5.5-6.1-6.0-4.8-7.6-3.3-2.9+23.5
Up moveDown movePending
AI summary

JSW Infrastructure has filed its Q4 FY26 monitoring agency report for the Rs 2,800 crore IPO completed in September 2023. As of March 31, 2026, the company has utilized Rs 2,056.33 crore of IPO proceeds, leaving Rs 669.80 crore unutilized and parked in fixed deposits with banks including Axis Bank, IndusInd Bank, and Yes Bank earning 4.80% to 7.90% interest. Debt repayment (Rs 880 crore) and general corporate purposes (Rs 666.05 crore) have been fully deployed. However, capital expenditure projects face delays: the LPG Terminal at Jaigarh Port has spent only Rs 266.83 crore out of Rs 865.75 crore planned, while the Mangalore Container Terminal expansion has spent Rs 82.02 crore out of Rs 151.05 crore. CARE Ratings notes implementation delays against offer document timelines, with the extent of delay not yet ascertainable.

Likely market impact

The delays in port expansion projects and significant idle funds (Rs 669.80 crore) may raise investor concerns about slower-than-expected capital deployment. However, no material deviations from stated IPO objects have been reported, which is a positive sign for compliance.