JSW Group Stock jumps 7% after reporting 9% YoY increase in net profits

Synopsis: In the latest quarterly result an Infrastructure company that specifically works in the Ports segment and provides services related to the same saw its Q3FY26 generate a revenue that is 14 percent higher than the previous year’s along with a 9 percent profit growth for the same period.

A company in the business of providing services related to the maritime industry witnessed its revenue rise by 14 percent with its port business witnessing a domestic volume rise of 45 percent YoY, and plans to achieve a revenue target of Rs. 8,000 Crores by FY28. With a market cap of Rs 57582 Cr, JSW Infrastructure Ltd saw its stock hit an intraday high of Rs 277 which is 7.5 percent higher than the previous close of Rs 257.

The Q3FY26 Result

In the latest quarterly result  JSW Infrastructure Ltd has seen its revenue from operations increase by 14 percent YoY, from Rs 1,182 Cr in Q3FY25 to Rs 1,350 Cr in Q3FY26. The net profits grew by 9 percent going from Rs 336 Cr in Q3FY25 to Rs 365 Cr in Q3FY26.

In 9M numbers of the fiscal year, the company saw its revenue from operations increase by 20 percent YoY, from Rs 3193 Cr in 9MFY25 to Rs 3839 Cr in 9MFY26. The net profits for the same period grew by 12 percent going from Rs 1006 Cr to Rs 1,123 Cr.

In  Q3 FY26 the ports segment of the company’s cargo handled stood at 31.7 MT, which is a 8 percent YoY growth, this was driven by strong performance at South West Port, Dharamtar, Tuticorin, JNPA, and other overseas operations, and this was even after a partial offset by lower volumes at Paradip Iron Ore and Coal terminals.

JSW Infrastructure’s Navkar Corporation Ltd witnessed a 19 percent YoY growth in EXIM volume, going from 71000 TEUs in Q3FY25 to 85000 TEUs in Q3FY26. While the domestic volume rose by 45 percent going from 279000 MT in Q3FY25 to 405000 MT in Q3FY26

Apart from these numbers, the company has witnessed a significant surge in its FII holdings, as it went from 4.2 percent in September 2024 to 7.3 percent in September 2025.

Guidance 

The company projects its consolidated revenue to be around Rs 5400 Cr in FY26, and expects to witness a revenue CAGR of 38 percent from FY25 to FY28, with the expected consolidated revenue for FY28 to be around Rs. 11650 Cr. Specifically talking about the port business, the company expects to generate a revenue of Rs 4720 Cr in FY26 while expecting this segment’s revenue to grow to Rs 8000Cr in FY28.

The company expects its logistics business to hit a revenue of Rs 8000 Cr by FY30, while also plans to execute capital expenditure worth Rs 9000 Cr by FY30.

Talking about the company’s Oman Greenfield Port, this has added 27 MTPA which clearly aligns well with  the Company’s target capacity of 400 MT by FY2030 . The port has clear revenue and cashflows stability, and currently projects an IRR of around 15 percent.

In the overall port business the company plans to significantly expand by FY30, by aiming to increase total capacity by about 2.4 times from FY25 levels. Port capacity is expected to grow from the current 177 mtpa to 299 mtpa by FY28 and further to 400 mtpa by FY30. This growth will come from ongoing and approved projects such as expansions at existing ports, new terminals, and infrastructure projects in Odisha and Goa, along with additions from international ports in Karnataka, Maharashtra, and Oman. 

Additionally, a small pipeline of upcoming projects will add further capacity. The company also plans to boost growth by participating in port privatization opportunities and using its strong balance sheet to pursue inorganic expansion in ports and related infrastructure.

Expansion into Rail business

Apart from the company’s core businesses, JSW Infrastructure is also planning to expand into an attractive rail logistics business as well. The company has stated that it will acquire 100 percent ownership of three rail logistics subsidiaries-  JSW Mineral Rail Logistics Pvt Ltd (JMRL), JSW Rail Infra Logistics Pvt Ltd (JRIL) and JSW (South) Rail Logistics Pvt Ltd (JSRL), all three for a total enterprise value of ₹1,212 crore. The deal includes 25 operational rail rakes and approvals to deploy up to 20 additional rakes in the future. The acquisition is expected to be completed by Q4 FY26.

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