Valuation report for JSW Infra's acquisition of 3 rail logistics units

Listed Co AcquisitionStrategic Transactions View source PDF Explain 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

+1.0%Reaction day

₹262.00

prior close

₹264.20

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+0.4%+0.6% vs market

Port & Port services peers, median of 5sector+1.3%-0.4% vs sector

On the reaction day the stock moved 0.6 pts more than Nifty Midcap 150 and 0.4 pts less 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

-0.7

10m

-1.3

15m

-1.6

30m

-2.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.0+0.4+0.6+1.3-0.4

Next day

+1.0-0.6+1.6+2.1-1.0

+1.5+0.3+1.2+3.2-1.7

+5.3+1.5+3.8+3.1+2.2

+4.2+1.4+2.8+3.8+0.4

+3.9+0.6+3.3+2.9+1.1

+4.6+0.3+4.3+0.8+3.8

15d

+8.6+2.0+6.5-0.2+8.8

+2.6+0.7+1.9+2.0+0.6

+1.6+2.0-0.5-1.5+3.0

+0.0-4.9+4.9-11.1+11.1

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's wholly owned subsidiary JSW Port Logistics is acquiring 100 percent equity in three rail logistics companies from group entity JSW Shipping and Logistics. PwC valued the three targets at INR 744.9 crore total: JSW Minerals Rail Logistics at INR 488.2 crore, JSW Rail Infra Logistics at INR 242.8 crore, and JSW South Rail Logistics at INR 14.0 crore. The acquisition is being done at arm's length basis per PwC's independent valuation report.

Likely market impact

Consolidates rail logistics assets within the listed entity, strengthening its integrated port-rail offering. Related-party deal worth about INR 745 crore.