JSW Infra Stock Surges! Analysts Predict ₹330 Target – Is Now the Time to Buy?
JSW Infrastructure, part of the Sajjan Jindal-led JSW Group, has received a “buy” rating from Motilal Oswal with a target price of ₹330. The stock surged nearly 7% on Friday, reaching ₹259.80 per share. JSW Infra is expanding both organically and inorganically, with a diverse port portfolio and a new O&M agreement at the Port of Fujairah, UAE. The brokerage forecasts a 14% volume CAGR and 22% revenue CAGR from FY24-27. In Q3 FY25, net profit rose 32.35% YoY to ₹335.62 crore, driven by higher income. Revenue increased to ₹1,265.31 crore from ₹1,018.30 crore. The stock’s 52-week range is ₹361 to ₹211.55. Analysts expect continued growth due to capacity expansion and rising third-party business.
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JSW Infra Stock Surges! Analysts Predict ₹330 Target – Is Now the Time to Buy?
JSW Infrastructure Ltd. shares surged by up to 9% on Friday, February 21, after brokerage firm Motilal Oswal identified the stock as its top pick within the ports sector.
Motilal Oswal has assigned a “buy” rating to JSW Infra, setting a price target of ₹330 per share, suggesting a potential upside of 39% from Thursday’s closing price. The brokerage firm highlighted that India’s port sector handles 95% of the country’s export volumes and 70% of its export value, indicating strong growth prospects.
According to Motilal Oswal, cargo traffic is expected to increase at an annual rate of 3% to 6%, with port utilisation levels stabilising at around 55% in the medium term. Additionally, container traffic is projected to grow between 4% and 7% annually over the next five years, driven by increasing imports, lower freight costs, and a recovery in global supply chains.
Both JSW Infra and Adani Ports have exceeded the industry’s compound annual growth rate (CAGR) of 5% from FY19 to FY24 through strategic expansions, acquisitions, and integrated logistics solutions. The brokerage anticipates that both companies will continue to outpace the industry growth rate over the next five years through organic and inorganic expansions.
Out of 14 analysts covering JSW Infra, 11 recommend a “buy,” while three have a “sell” rating. The stock is currently trading 5.4% higher at ₹251.15 but remains 30% below its post-listing high of ₹360.
JSW Infra Stock Under ₹300 Rated as a “Buy” for 2025 Target
JSW Infrastructure, a part of the Sajjan Jindal-led JSW Group, has received a “buy” rating from Motilal Oswal, with a target price of ₹330 per share. The stock, which debuted on the stock market in October 2023 at a 20% premium over its IPO price of ₹119, continues to see strong investor interest.
JSW Infrastructure, operating since 1999, is one of India’s leading private sector infrastructure companies, specializing in ports, airports, shipyards, roads, and rail connectivity. The company employs over 1,200 people and has been expanding its presence both domestically and internationally.
On Friday, the stock surged nearly 7% to an intraday high of ₹259.80 per share on the BSE after opening at ₹239.20. Motilal Oswal sees further growth potential, citing the company’s focus on both organic and inorganic expansion. JSW Infra has a geographically diverse port portfolio and recently signed an agreement for operations and maintenance (O&M) of bulk cargo handling at the Port of Fujairah, UAE.
The brokerage firm projects a 14% compound annual growth rate (CAGR) in volume and a 22% revenue CAGR from FY24 to FY27. It expects the company’s capacity ramp-up and increased third-party business to sustain growth momentum. The stock’s 52-week range is between ₹361 and ₹211.55.
Q3 FY25 Earnings Report
In the October-December 2024 quarter, JSW Infrastructure reported a 32.35% year-on-year increase in consolidated net profit, reaching ₹335.62 crore, compared to ₹253.57 crore in the same period the previous year. The rise in profit was driven by higher income, with total revenue increasing to ₹1,265.31 crore from ₹1,018.30 crore year-over-year.
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