Archive · 12 Nov 2025
Motilal Oswal Sees 29% Upside in JSW Infrastructure Stock
A company that studies stocks, called Motilal Oswal, thinks JSW Infrastructure's stock is a good buy.
They believe the stock price could go up by 29% to Rs 360.
This is because JSW Infrastructure is planning to build many more ports and become much bigger.
Right now, they can handle about 177 million tonnes of cargo each year, but they want to reach 400 million tonnes by the year 2030.
They are also building new ports and expanding their ability to move goods in other ways, like with trucks and trains, by investing a lot of money.
The company has ports on both the east and west coasts of India, and they are also getting more business from companies that are not part of the JSW group.
Motilal Oswal expects JSW Infrastructure to make more money and handle more cargo in the coming years, which is why they are positive about the stock.
Motilal Oswal has issued a 'Buy' rating for JSW Infrastructure with a target price of Rs 360, indicating a potential 29% upside.
The brokerage highlights JSW Infrastructure's significant expansion plans, including scaling port capacity to 400 MTPA by FY30 and developing major greenfield projects.
JSW Infrastructure is also investing Rs 9,000 crore in its logistics arm through FY30, aiming for Rs 8,000 crore in revenue.
The company benefits from a diversified cargo mix, a growing third-party share (now 49%), and a balanced presence on India's east and west coasts.
Motilal Oswal forecasts strong compound annual growth rates (CAGRs) for volume (15%), revenue (24%), EBITDA (26%), and profit after tax (23%) between FY25 and FY28.
- Who
- Motilal Oswal (brokerage firm)
- What
- Gave a 'Buy' rating to JSW Infrastructure with a target price of Rs 360, citing strong expansion plans, diversified operations, and growing presence in the ports and logistics sector.
- When
- The report details outlook for FY25-28 and targets up to FY30. The rating was given based on current market conditions.
- Where
- JSW Infrastructure has a balanced east-west coast presence and is expanding its inland logistics network across India.
- Why
- Strong expansion plans (increasing port capacity to 400 MTPA by FY30, developing greenfield projects, and investing in logistics), diversified operations with a balanced coast presence, and a growing third-party cargo share are key reasons for the bullish outlook.
Motilal Oswal's View
Current Market Performance
Stock Outlook
Motilal Oswal's View
Motilal Oswal has initiated coverage with a 'Buy' rating and a target price of Rs 360, implying a 29% upside potential.
Current Market Performance
JSW Infrastructure stock is currently trading below this target price, with its previous closing price not explicitly stated but implied to be lower than Rs 360.
- Brokerage Firm
- Motilal Oswal
- Stock Recommendation
- Buy
- Target Price
- Rs 360
- Implied Upside
- 29%
- Current Port Capacity
- 177 MTPA
- Target Port Capacity by FY30
- 400 MTPA
- Logistics Investment Plan
- Rs 9,000 crore through FY30
- Expected Logistics Revenue at Scale
- Rs 8,000 crore
Sources
JSW Steel plans to offload 50% stake in BPSL to raise ₹16,000 cr
JSW Steel to sell 50% in Bhushan Power and Steel to this Japanese steelmaker for ₹15,000–16,000 crore
JSW Group may sell 50 per cent stake in Bhushan Power and Steel to Japan’s JFE Steel - Telegraph India
JSW Cement shares in focus today as firm inks agreement for solar power
