0 months ago
JSW Infrastructure Eyes 400 MMTPA, Gains Institutional Interest
JSW Infrastructure is a company that runs ports and helps move goods in India.
It wants to grow a lot, adding more space to handle cargo by 2028 and 2030.
In the first quarter of 2027, big investors from abroad and inside India bought more shares.
The company’s cargo handling grew a lot, especially in domestic shipments.
It is building new ports and terminals, like in Tuticorin and Kolkata, and also working on projects in places like Keni and Murbe.
While its sales went up, its profit went down a bit.
The stock is priced higher than most similar companies, meaning people think it will grow a lot in the future.
JSW Infrastructure Ltd. plans to raise port capacity to 300 MMTPA by FY28 and 400 MMTPA by FY30.
In Q1FY27, foreign institutional investors increased their stake by 4.29 points to 11.21%, while domestic investors added 6.76 points to 9.19%.
The logistics segment grew 40% YoY in domestic cargo volumes, with a target of Rs 8,000 crore revenue by FY30.
Key projects include Tuticorin Bulk Terminal, Kolkata Container Terminal, and new ports such as Keni, Murbe, and Jatadhar.
Q1FY27 revenue rose 18.1% YoY to Rs 1,445 crore, but profit after tax fell 8.2% YoY to Rs 358 crore; the stock trades at a PE of 49.4x.
- Who
- JSW Infrastructure Ltd. and institutional investors (FIIs and DIIs)
- What
- Expanding port and logistics operations, increasing capacity and attracting institutional buying
- Where
- India’s east and west coasts, overseas in Fujairah, UAE, and other ports
- When
- Q1FY27 (April‑June 2026) and future plans for FY28 and FY30
- Why
- To capture an integrated logistics ecosystem, meet government initiatives, and grow revenue
Key facts
- Company
- JSW Infrastructure Ltd.
- Current operational capacity
- 186 MMTPA
- Target capacity FY28
- 300 MMTPA
- Target capacity FY30
- 400 MMTPA
- Q1FY27 revenue
- Rs 1,445 crore
- Q1FY27 PAT
- Rs 358 crore
- PE ratio
- 49.4x
- Institutional stake increase
- FIIs +4.29 points, DIIs +6.76 points










