Services · NSE/BSE: JSWINFRA

JSW Infrastructure Limited

Port & Port services
Market Cap ₹0.62L Cr
Verdict: High

Quality Scores

Multi-Bagger
78/100
Compounder Quality
86/100
Management Credibility
92/100
Governance
92/100
Cash Flow Quality
82/100

AI Summary

JSW Infrastructure Limited (JSWINFRA) is the second-largest commercial port operator in India, leveraging the JSW Group's captive cargo volumes while aggressively expanding third-party business. The company demonstrates robust fiscal health with a 5-year profit CAGR of 40.7% and a strategic pivot toward becoming a comprehensive logistics provider. With a current capacity including international operations in the UAE, the company operates high-margin (50%+) assets. Recent IPO proceeds have significantly deleveraged the balance sheet, providing a war chest for organic and inorganic expansion.…

Top Opportunities

  • Second largest commercial port operator in India
  • Consistent 5-year Sales CAGR of 27%
  • Stellar Operating Profit Margins above 50%

Top Risks

  • High valuation at 5.73x Book Value
  • Substantial increase in debt in FY26
  • Negative free cash flow in FY26 due to heavy capex

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