JSW Infrastructure share price gains 3% post Q1 results: Should you buy or sell the stock?

Stock Market Today: JSW Infrastructure share price gained over 3% in the morning trade on Wednesday following the announcement of its Q1 results for the fiscal year 2025-26 (FY26), post market trading hours, a day ago. 

JSW Infrastructure shares jumped to the day's high of ₹328.35 on the BSE, up 3.49% as against its last closing price of ₹317.25. The BSE 200 stock was trading close to its 52-week high of ₹355.30 touched in September last year.

JSW Infrastructure Q1 Results

On Tuesday, July 22, JSW Infrastructure reported a high double-digit growth in its net profit and revenue for the first quarter of the fiscal year 2025-26 (FY26). In the June quarter, consolidated net profit increased by 31% year on year (YoY) to ₹389.57 crore, up from ₹296.55 crore the previous year.

The company's revenue from operations increased by 21% year on year to ₹1,223.85 crore, up from ₹1,009.77 crore in the same period last year. The number was flat compared to ₹1,283.18 crore in Q4 FY25.

JSW Infrastructure Q1 Results—Analysts views

JSW Infra is expanding its logistics footprint by adopting an asset-light model and aiming for multimodal integration across India.

During the quarter, JSW Infra handled 29.4 million tonnes of cargo, up 5% from the previous year. The volume increase was primarily due to the outstanding performance of the coal handling operations at Ennore, PNP, and Paradip.

The logistics business is expected to earn ₹700-800 crore in revenue and ₹100 crore in EBITDA, driven by Navkar synergies and the operational ramp-up of new infrastructure, as per Motilal Oswal Financial Services.

MOFSL predicts JSW Infrastructure's market dominance to result in a 13% volume CAGR from FY25 to FY27. The increase in logistics revenues is projected to result in a 22% CAGR in revenue and a 23% CAGR in EBITDA during the same period.

The brokerage reiterated its buy rating on JSW Infra stock, with a target price of ₹380.

Meanwhile, Jefferies said that JSW Infrastructure's 1QFY26 EBITDA was in line with its estimates. 

Consolidation of Navkar Corporation (Navkar) and a 3% YoY rise in realisations on price hikes offset weak volume growth at 5% YoY, as per Jefferies. Management guides for a recovery in balance in nine months and maintained its 10% year-on-year FY26 volume growth guidance versus Jefferies estimates of 9%. The 2.3 times capacity rise target to 400 MT by FY30 (estimated versus 177 MT now) remains intact, according to the brokerage, who has a buy rating on the stock with a target price of ₹375.

Disclaimer: The views and recommendations made above are those of individual analysts or brokerage companies and not of Mint. We advise investors to check with certified experts before making any investment decisions.