Check out this JSW Group stock engaged in the business of developing, operating, and maintaining port and other infrastructures, which has guidance regarding future plans for growth that involves capex plans of Rs. 30,000 Crores and many more.
Price Action
With a market capitalization of Rs. 66,328 Crores, the shares of JSW Infrastructure Limited were trading at Rs. 315.85 per equity share, up 2.6 percent from its previous day’s close price of Rs. 308.10.
Future Outlook and Guidance
JSW Infrastructure Limited India’s second-largest private port operator has set an Ambitious Target to Become India’s Leading Integrated Ports and Logistics Player, with the following future plans and capex being specified as follows.
To drive capacity expansion in view of reaching new heights JSW Infrastructure Limited has planned an estimated capex of Rs 30,000 crores for FY25-30 to expand and achieve 400 million tonnes of cargo-handling per annum capacity by FY30.
It involves greenfield developments with new ports at Jatadhar, Keni, and Murbe, and brownfield projects that involve capacity enhancements at Jaigarh, Dharamtar, and Goa, and Integration of Logistics with acquisitions like Navkar Corporation and a slurry pipeline project to bolster its end-to-end logistics solutions.
Diversifying Customer Base for Long-Term Resilience
While JSWIL continues to benefit from its association with JSW Group companies, it has made significant progress in diversifying its customer base. The share of third-party cargo increased from 5 percent in FY19 to 48 percent in 1HFY25.
The company aims for an equal mix of group and third-party customers, enhancing operational stability and profitability. In an effort to combat global warming and climate change, JSW Infrastructure Limited has committed to curtail its direct GHG emissions and achieve net neutrality by 2050.
Management Message
Commenting on the company’s vision, Mr. Rinkesh Roy, Joint MD & CEO, of JSW Infrastructure said “We are committed to developing a robust, efficient and integrated ports and logistics ecosystem that aligns with India’s economic growth and infrastructure development goals. By prioritizing capacity expansion and diversifying our customer and product profiles, I am confident we will deliver substantial long-term value to our stakeholders.”
About the Company
JSW Infrastructure Limited which is part of the famous Indian conglomerate the JSW Group, is the second-largest commercial port operator in India in terms of cargo handling capacity with a Total Operational Capacity of 170 mtpa along with a Diversified presence ensuring good connectivity to industrial hinterlands and mineral-rich belts.
JSW Infrastructure Limited is engaged in the business of developing, operating, and maintaining port infrastructure, port-related services like cargo handling, storage solutions, logistics solutions, development of other types of infrastructure, and so on.
Coming to the cargo handle mix as of Q2FY25 is as follows, the third-party cargo consists of 46 percent and the remaining 54 percent of cargo handled is of the JSW Group.
Financials & Ratios
Its revenue from operations grew by 22 percent from Rs. 895.48 Crores in Q2FY24 to Rs. 1,088.19 Crores in Q2FY25, accompanied by profits of Rs. 254.4 Crores to Rs. 371.51 Crores.
In terms of Return ratios, it has reported a return on equity (ROE) of 14.63 percent, and a return on capital employed (ROCE) of 14.56 percent. It has reported a debt-to-equity ratio of 0.56.
Written by: Bharath K.S
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