JSWINFRA IN EQUITY
loading…—
Day range—
52-week range—
Market cap—
P/E · TTM—
As of—
| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Karnataka | CONTRACT | CT 4,119 | — | — | CAPEX | FY24 | EST | 85% |
| “Ref: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 read with the SEBI Circula…” ORDER p.1 · 16-NOV-23 · +2 DOC | ||||||||
| Additional Commissioner | CONTRACT | CT 97 | — | — | CAPEX | FY26 | EST | 85% |
| “Ref: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘Listing Regulations’) De…” ORDER p.1 · 30-DEC-25 DOC | ||||||||
| Syama Prasad Mookerjee Port Authority | CONTRACT | CT 0 | — | — | CAPEX | FY26 | EST | 75% |
| “Sub.: Letter of Award for “Integrated Development of Outer Container Terminal & Berth no. 1 through 5 at Netaji Subhash Dock, Kolkata Dock System issued by Sya…” ORDER p.1 · 09-JUN-26 · +1 DOC | ||||||||
| Maharashtra | CONTRACT | CT 17 | — | — | CAPEX | FY25 | EST | 75% |
| “Ref: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 read with the SEBI Circula…” ORDER p.2 · 14-OCT-24 · +1 DOC | ||||||||
| Inter‑Ministerial Committee, Ministry of Finance, Department of Revenue, Central Board of Indirect Taxes and Customs | CONTRACT | — | — | — | — | FY27 | EST | 75% |
| “Name of the entity awarding the order(s) / contract(s); Inter-Ministerial Committee, Ministry of Finance, Department of Revenue, Central Board of Indirect Taxe…” ORDER p.2 · 11-SEP-26 DOC | ||||||||
| GAILGAIL (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “He has served on the Board of several companies since 1987, including Indian Oil Corporation Limited and GAIL (India) Limited.” AR DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “She has served as a member of the Steering Committee set up by the Reserve Bank of India for implementation of Basel II in the Indian banking system.” AR DOC | ||||||||
| ICICIPRULIICICI Prudential Life Insurance Company Ltd. | UNSTATED | — | — | — | SG&A | FY26 | EST | 75% |
| “Ms. Mukerji also served as an independent member of the Credit Advisory Council of ICICI Prudential Life Insurance Company Limited from 2008 to 2011, and as a …” AR DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Our Values This is how we serve our clients By managing state-of- the-art port and terminal facilities in Maharashtra, Goa and Karnataka along India’s western …” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “The MIV 2030 – Target dates 2030 Renewable energy (60%) 2030 Freshwater consumption reduction (20%) 2026 Energy-efficient equipment 2025 National Green Shippin…” AR DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Our Values This is how we serve our clients By managing state-of- the-art port and terminal facilities in Maharashtra, Goa and Karnataka along India’s western …” AR · +1 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “This expansion primarily aims to cater to the increased cargo volume of the anchor customer on the back of the proposed 5 MTPA steel-making facility at dolvi, …” AR · +1 DOC | ||||||||
| JSW Utkal Steel Ltd | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “The Port will cater to the inbound and outbound cargo requirements of JSW Utkal Steel Limited for its integrated steel plant with 13.2 MTPA, establishing the P…” AR · +1 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | SG&A | FY26 | EST | 75% |
| “Keni Port helps JSW Infrastructure to cater to the region’s growing logistics, and serves the key industries in Uttara Kannada, Coastal Karnataka, North and So…” AR DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | SG&A | FY26 | EST | 75% |
| “Keni Port helps JSW Infrastructure to cater to the region’s growing logistics, and serves the key industries in Uttara Kannada, Coastal Karnataka, North and So…” AR DOC | ||||||||
| South East Asia | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Located close to mineral-rich region, the Port will handle industrial minerals such as gypsum, limestone and dolomite for export to key markets in South Asia, …” AR DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Recent geo political events have led to volatility in US$-INR rate ranging from 83 to 87 Unchanged S1 S2 S3 Operational R2 Dependence on Business from Related …” AR · +1 DOC | ||||||||
| NBCCNBCC (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Serving as the Chairman-cum-Managing Director (CMD) of NBCC (India) Ltd., Dr. Mittal led the organisation to achieve ‘Navratna’ status, shaping India’s infrast…” AR DOC | ||||||||
| Uttar Pradesh | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Mr. Kumar has served as a civil servant for four decades in key positions in the Government of India and Uttar Pradesh.” AR DOC | ||||||||
| IOCIndian Oil Corporation Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “He has served on the Board of several companies since 1987, including Indian Oil Corporation Limited and GAIL (India) Limited.” AR DOC | ||||||||
| Indian Railways | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “Further, we received a letter of acceptance from Southern Railway, Chennai division for a Contract for Construction & Operation of Gati Shakti Multi-Modal Carg…” AR · +2 DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “With its seamless and coordinated operations, it serves as a crucial logistics support hub for JSW Steel’s steel-making facility in Karnataka.” AR DOC | ||||||||
| REDINGTONRedington Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Anita serves as an independent director on the boards of companies across industry segments such as Redington, Kaya Ltd, Foseco India, Vivriti Capital, Benaras…” AR DOC | ||||||||
| Authority. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Terminal at Chidambaranar Port In February 2024, the Company received Letter of Award from V.O. Chidambaranar Port Authority for “Mechanization of North Cargo …” AR DOC | ||||||||
| JSWCEMENTJSW Cement Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “The Company serves as a critical logistics partner to major entities within the JSW Group, including JSW Steel Limited, JSW Energy Limited, and JSW Cement Limi…” AR DOC | ||||||||
| HINDALCOHindalco Industries Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “Awarded as the ‘Non-Major Port of the Year’ for 3rd consecutive year under ‘Ruby’ category at the 12th Samudra Manthan Awards 2025 Received 20th Exceed OHS & S…” AR DOC | ||||||||
| Authority. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “11.00 MTPA Cargo handling capacity 8.55 MT Cargo handled Key Highlights of FY2026 South West Port, Goa Installed a large covered shed covering 43,875 sq.m to h…” AR DOC | ||||||||
| Indian Railways | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Navkar Corp won the Central Railway contract for development of the Gati Shakti Multi-Modal Cargo Terminal at Somathane.” AR DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “f. The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1993 regarding the Companies Act and dealing with…” AR · +1 DOC | ||||||||
| Buyer | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “TOTAL: 4,44,790 100.00 210,00,01,567 100.00 7.10 Shareholding Pattern Sr. No. Description Total Shares % Equity 1 Promoter Trust 169,51,35,390 80.72 2 Promoter…” AR · +1 DOC | ||||||||
| Indian Railways | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “The net freight charged by Indian Railways as per the Railway Receipt is recovered from the customers as a pass through.” AR DOC | ||||||||
| V.O. Chidambaranar Port Authority | CONTRACT | — | — | — | CAPEX | FY24 | EST | 70% |
| “Ref: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 read with the SEBI Circula…” ORDER p.1 · 23-FEB-24 DOC | ||||||||
| JSLJindal Stainless Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 65% |
| “Background and Justification of the transaction: JSW Jaigarh Port Limited (“JPL”) operates an all-weather, deep-draft port at Jaigarh, Ratnagiri, with an exist…” AR DOC | ||||||||
| JSLJindal Stainless Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 65% |
| “In order to cater to the cargo handling requirement of JSL’s Dolvi ISP, JDPPL and JSL had entered into long term cargo handling agreement effective from 1st Ju…” AR DOC | ||||||||
| BSEBSE Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “Compliance Assurance: The Company has received a declaration from Mr. Singhvi, in terms of circulars dated 20th June, 2018 issued by BSE Limited and National S…” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 60% |
| “For Members holding shares in Demat Form: - a) For NSDL: 8 Character DP ID followed by 8 Digits Client ID b) For CDSL: 16 digits beneficiary ID • For Members h…” AR DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| HDFCBANKHDFC Bank Ltd. | UNSTATED | 2,757 | 2,757–2,757 | 100.0% | — | FY26 | EST | 75% |
| “Rakes: Exclusive charge on Rakes and containers purchased from TL funded by HDFC Bank” AR DOC | ||||||||
| Authority. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Cargo dispatch through rail rakes and trucks during the year surpassed all previous records, reflecting strong operational efficiency and robust evacuation cap…” AR DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Cargo dispatch through rail rakes and trucks during the year surpassed all previous records, reflecting strong operational efficiency and robust evacuation cap…” AR DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Percentage of input material (inputs to total inputs by value) sourced from suppliers: Current Financial Year Previous Financial Year Directly sourced from MSM…” AR · +1 DOC | ||||||||
| JSW Utkal Steel Ltd | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Jatadhar An under-development slurry pipeline project was purchased from JSW Utkal Steel in order to boost connectivity for the upcoming Jatadhar Port in Odish…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 9/9 | 100% | 14-NOV-26 |
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 3/3 | 100% | 15-OCT-26 |
| ORDERS | 9/9 | 100% | 14-NOV-26 |
| RATINGS | 0/11 | 0% | — |
| SCREENER | 1/1 | 100% | 08-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +7.3% | 14-NOV-26 | from 15-OCT-26 · Central Depository Services (India) Ltd. +11.9% w 0 · JSW Cement Ltd. +10.5% w 0 · Redington Ltd. -10.8% w 0 · Jindal Stainless Ltd. -1.7% w 0 · BSE Ltd. +14.9% w 0 · Hindalco Industries Ltd. +5.6% w 0 |
| DISTRESS SCORE | 0.341 | 12-OCT-26 | roe 0.14 · operatingMargin 0.49 · debtToEquity 0.63 · interestCoverage 5.89 · assetTurnover 0.27 · leverage 1.86 |
| SUPP MOM 1M | +10.6% | 14-NOV-26 | from 15-OCT-26 · HDFC Bank Ltd. +10.6% |