JSW Infra shares have two key triggers over the next 18 months, according to Jefferies
Published on 19/08/2025 11:42 AM
JSW Infra shares have two key triggers over the next 18 months, according to JefferiesMost of the analysts that have coverage on JSW Infra have a "buy" recommendation on the stock.By Shloka Badkar August 19, 2025, 11:42:24 AM IST (Published)2 Min ReadShares of JSW Infra Ltd. gained on Tuesday, August 19, as brokerage firm Jefferies projected a 21% upside on the stock.
Jefferies maintained its "buy" rating on JSW Infra with a price target of ₹375 per share. The stock ended the previous session at ₹309.1 apiece.
Jefferies has identified two key catalysts over the next 18 months, led by:
31% capacity addition via commissioning of underdevelopment ports or terminals
Potential project wins with an uptick in public private partnerships (PPP) project awards by the government-owned major ports.The company's capacity is set to rise by 2.3x by financial year 2030 to 400 million tonnes, with an upside risk from the bid pipeline.
Logistics is also a sweetener, Jefferies added.
JSW Infra reported its June quarter earnings last month. Its profit after tax (PAT) gained 31.5% to ₹384 crore from ₹292 crore last year. Its operational revenue increased to 1,224 crore in the first quarter from 1,010 crore in the previous year. Meanwhile, its total revenue was up 19% at 1,314 crore.
JSW Infra's operating EBITDA increased 13% to ₹581 crore, while its overall EBITDA increased 10% to ₹671 crore.
Most of the analysts that have coverage on JSW Infra have a "buy" recommendation on the stock.
JSW Infra shares gained nearly 2% on Tuesday to hit an intraday high of ₹314.5 apiece.
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