Archive · 24 Jul 2025
Nuvama Bullish on JSW Infra, Sees 15% Upside in One Year
Nuvama, a financial company, thinks JSW Infrastructure's stock will go up.
Even though the company had a slow start, experts believe things will improve.
JSW Infrastructure plans to grow by 10% next year by expanding ports and handling more cargo.
They are working on new projects and expect their ports to become busier.
Some parts of the business are growing quickly, and the company is working towards big goals for the future, including expanding its port capacity.
Nuvama Institutional Equities anticipates a 15% increase in JSW Infrastructure's stock value within a year.
JSW Infrastructure expects 10% volume growth in FY26, supported by terminal ramp-ups and new projects.
Third-party cargo saw a 9% year-over-year increase, while group cargo growth was impacted by maintenance.
The company's FY26 volume growth is supported by projects like the JNPA Liquid Terminal and full-scale operations at the Tuticorin terminal.
JSW Infra aims for 400mn tonnes in port capacity by FY30E, with expansions progressing.
- Who
- Nuvama Institutional Equities and JSW Infrastructure are the primary entities.
- What
- Nuvama is optimistic about JSW Infrastructure's stock and anticipates growth.
- When
- Nuvama's assessment is for the next year, with expectations of strong performance in the second half of FY26.
- Where
- JSW Infrastructure operates port terminals and infrastructure.
- Why
- Nuvama expects growth due to terminal expansions, new projects, and increasing demand.
- Brokerage
- Nuvama Institutional Equities
- Price Target
- Rs 371 (June 2026)
- Upside Potential
- 15%
- FY26 Volume Growth Guidance
- 10%
- JSW Infra target
- 400mn tonnes in port capacity by FY30E