Earnings Call/Transcript
JSW Infrastructure Q2 FY27 Earnings Call Transcript
JSW Infrastructure filed the transcript of its Q2 FY27 earnings conference call held on 27 October 2026 and hosted it on the company website.
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Transport Infrastructure
Port & Port services
75,445 Cr
High Risk
51.2
36.4
2.4
4.2
375.25
233.45
Sales CAGR
Profit CAGR
ROE
ROCE


Earnings Call/Transcript
JSW Infrastructure filed the transcript of its Q2 FY27 earnings conference call held on 27 October 2026 and hosted it on the company website.
Financial Results
JSW Infrastructure published newspaper advertisements containing unaudited standalone and consolidated financial results for the quarter and half year ended 30 September 2026.
Earnings Call/Transcript
JSW Infrastructure released the audio recording of its results conference call on unaudited standalone and consolidated results for the quarter and half year ended 30 September 2026.
Regulatory/Compliance Filing
JSW Infrastructure filed CARE Ratings’ monitoring agency report for Q2 FY27, reporting no deviation in IPO proceeds but delays in implementing financing capital expenditure objects.
Investor Presentation
JSW Infrastructure released its presentation covering Q2 and H1 FY27 operational and financial performance, including cargo growth, revenue, EBITDA and profit figures.
Financial Results
JSW Infrastructure reported Q2 FY27 revenue of ₹1,481 crore, up 17% YoY, and operating EBITDA of ₹674 crore, up 11% YoY. PAT declined to ₹328 crore from ₹369 crore.
JSW Infrastructure Ltd (JSWINFRA) is currently trading at 313.20 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
JSW Infrastructure operates commercial ports, port terminals, liquid-storage facilities, cargo-handling assets, and an expanding multimodal logistics network across India and the UAE. It handles dry bulk, liquid bulk, containers, gases, break bulk, and related value-added services, connecting industrial customers with domestic and international trade flows through ports, rail, road, conveyors, and coastal shipping. The company handled 60.5 million tonnes during H1 FY27, while Indian operations grew 10% year-on-year, twice the broader industry growth cited by management. Third-party cargo increased 11%, indicating improving diversification beyond captive JSW Group volumes, although international disruption at Fujairah significantly distorted consolidated comparisons and profitability. Logistics has become the most visible operational growth engine. The rail-rake fleet increased from 42 to 78 during the quarter and is targeted at 110 by March 2027, while logistics EBITDA rose more than threefold year-on-year to INR81 crores in Q2, with margins expanding to 29%. JSW Infrastructure is pursuing an aggressive capacity and integration strategy, combining port expansion with rail terminals, containers, slurry pipelines, and inland logistics. Cumulative capex reached approximately INR8,250 crores, with another INR6,000 crores of orders committed, creating strong growth visibility but also raising execution, funding, and utilization requirements. Near-term earnings remain uneven because Fujairah contributed no operating volume and generated fixed-cost losses, while port margins declined due to a less favorable terminal mix. Management nevertheless expects India-led growth, logistics ramp-up, Kolkata operations, and improved Jaigarh volumes to support FY27 EBITDA near INR2,950-3,000 crores.
Over the past 52 weeks, JSW Infrastructure Ltd has traded between a low of ₹233.45 and a high of ₹375.25. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
JSW Infrastructure Ltd has a market capitalization of approximately 75,445.45. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
JSW Infrastructure Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 51.17 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 75,445.45 Cr, JSW Infrastructure Ltd is classified as a Mid Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
JSW Infrastructure Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of JSW Infrastructure Ltd is 51.17. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
JSW Infrastructure reported consolidated operating revenue of ₹1,481 crore in Q2 FY27. This was 17% higher than ₹1,266 crore reported in Q2 FY26.
JSW Infrastructure’s board is scheduled to consider and approve the unaudited Q2 FY27 results on October 27, 2026.
Odisha signed two concession agreements: one related to expanding Gopalpur Port with an Adani Ports partnership, and another for JSW Utkal Steel to build a captive jetty at Jatadhar Muhan.
JSW Infrastructure raised a total of ₹7,503 crore through its QIP transaction at an issue price of ₹285 per share.