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India
As of 18 Sept 2026, 03:30 pm
On September 10, 2026, JSW Infrastructure completed the acquisition of NCR Rail Infrastructure Limited for a total cash consideration of ₹509.41 crore. This included ₹467.47 crore for the acquisition and ₹41.94 crore for land. NCR Rail Infrastructure Limited operates a private freight terminal in Khurja, Uttar Pradesh, and includes assets such as six rail lines, two operational warehouses, and approximately 130 acres of land. As a consequence of this acquisition, AMD Business Support Services Private Limited, a subsidiary of NCR Rail, also became a step-down wholly owned subsidiary of JSW Infrastructure for ₹1,00,000.
On September 10, 2026, JSW Port Logistics Private Limited received a Letter of Intent (LOI) from India's Ministry of Finance to establish an Inland Container Depot (ICD) in Village Kudathini, Ballari District, Karnataka. This facility will handle import and export cargo and must become operational within one year of the LOI date. This project follows previous intimations regarding the acquisition of a brownfield rail siding and interim operations at the same location.
As of September 18, 2026, JSW Infrastructure's daily trend indicates a bullish signal with the Supertrend indicator at ₹318.08. The 5-day Exponential Moving Average (EMA) slope is negative (-0.76), while the 5-day Simple Moving Average (SMA) slopes for the 20-day (0.33) and 50-day (1.18) periods are positive. On a weekly basis, the trend is also bullish, with the Supertrend at ₹278.56 and positive slopes for the 5-day SMA of the 20-day (18.53) and 50-day (2.27) periods. However, the monthly trend shows a bearish signal with the Supertrend at ₹374.75.
As of September 18, 2026, JSW Infrastructure has shown the following returns: Year-to-Date (YTD) return is 23%, a 6-month return of 34%, and a 3-month return of 13%. The 1-year return is 6%, and the 10-day return is 4%.
As of 18 Sept 2026, 03:30 pm
Recent drawdown or price variability is high enough to warrant closer monitoring.
Primary driver: Price swings are higher than typical
Trading activity was substantially higher than usual and the price closed higher.
This may reflect stronger-than-usual market participation; follow-through and relevant company or market news merit review.
The session traded across a materially wider price range than usual.
Larger price swings can increase short-term uncertainty, especially if they continue.
The session opened materially below the previous close, indicating a sharp repricing at the open.
The price gap may increase short-term downside uncertainty and warrants review of the underlying context.
Upward price movement of 2.56 standard deviations recorded on 2026-09-09.
Unusual market activity that may warrant review of the underlying price, volume, or news context.
Latest complete financial results for Q1 FY2027 and comparative quarterly trends.
| Metric | As of 2026-06-30(Latest) | As of 2026-03-31 | As of 2025-12-31 | As of 2025-09-30 | As of 2025-06-30 |
|---|---|---|---|---|---|
| Revenue From Operations | ₹1,444.83 crore | PEAK₹1,522.34 crore | ₹1,349.66 crore | ₹1,265.59 crore | ₹1,223.85 crore |
| Expenses | ₹1,038.84 crore | PEAK₹1,041.69 crore | ₹962.97 crore | ₹909.02 crore | ₹841.14 crore |
| Profit Before Tax | ₹462.79 crore | PEAK₹497.82 crore | ₹439.17 crore | ₹463.29 crore | ₹472.56 crore |
| Segment Profit Before Tax | ₹462.79 crore | PEAK₹570.31 crore | ₹439.17 crore | ₹463.29 crore | ₹472.56 crore |
| Net Segment Assets | PEAK₹27,900.75 crore | ₹20,358.45 crore | ₹18,724.84 crore | ₹17,702.07 crore | ₹18,242.82 crore |
| Net Segment Liabilities | PEAK₹9,331.39 crore | ₹8,665.71 crore | ₹7,355.24 crore | ₹6,693.72 crore | ₹7,386.02 crore |
In Q4 FY2026, segment profit before tax was reported at ₹570.31 crore, while total profit before tax was ₹497.82 crore — a difference of ₹72.49 crore. In the current quarter, both total and segment profit before tax are ₹462.79 crore, so the prior-period gap has closed entirely.
Exchange disclosures and regulatory announcements for JSW Infrastructure.
On 2026-09-10, JSW Infrastructure Limited's step-down subsidiary Khurja Rail Terminal Private Limited acquired AMD Business Support Services Private Limited, a non-operational entity, for a cash consideration of Rs. 1,00,000. This occurred as a consequence of JSW Infrastructure's acquisition of NCR Rail Infrastructure Limited under an Approved Resolution Plan, making AMD a step-down wholly owned subsidiary. The transaction was not a related party transaction and was conducted at arm's length.
JSW Infrastructure Limited completed the acquisition of NCR Rail Infrastructure Limited, a logistics entity operating a private freight terminal in Khurja, Uttar Pradesh, on September 10, 2026. The transaction, executed pursuant to a National Company Law Tribunal order dated January 22, 2026, involved a total cash consideration of Rs. 509.41 crore, comprising Rs. 467.47 crore for the acquisition and Rs. 41.94 crore for land purchased from Arshiya Limited. As a result, NCR Rail became a step-down wholly owned subsidiary of JSW Infrastructure, expanding the company's logistics business with assets including six rail lines, two operational warehouses, and approximately 130 acres of land.
On September 10, 2026, JSW Port Logistics Private Limited received a Letter of Intent from the Inter-Ministerial Committee of India's Ministry of Finance to establish an Inland Container Depot in Village Kudathini, Ballari District, Karnataka. The agreement requires the facility to become operational within one year of the LOI issuance date for handling import and export cargo. This project follows previous intimations regarding the acquisition of a brownfield rail siding and interim operations at the same location.
: JSW Infrastructure received a Letter of Intent on September 10, 2026, from the Inter-Ministerial Committee under the Ministry of Finance, to set up an Inland Container Depot (ICD) at Village Kudathini, Ballari District, Karnataka, for handling import/export cargo. The ICD must be made operational within one year from the LOI date. The order is in the ordinary course of business and involves no disclosed consideration.
JSW Infrastructure Limited, through its step-down wholly owned subsidiary Khurja Rail Terminal Private Limited, completed the acquisition of NCR Rail Infrastructure Limited on 10th September 2026, following the implementation of an Approved Resolution Plan under the Insolvency and Bankruptcy Code, 2016. The acquisition was for a cash consideration of Rs. 467.47 Crore, plus Rs. 41.94 Crore for land from Arshiya Limited, resulting in NCR Rail becoming a step-down wholly owned subsidiary. Consequently, AMD Business Support Services Private Limited, a wholly owned subsidiary of NCR Rail, also became a step-down wholly owned subsidiary of JSW Infrastructure for a cash consideration of Rs. 1,00,000.
JSW Infrastructure Limited will participate in three institutional investor meetings: a virtual Morgan Stanley India Industrials & Energy Seminar on 16 September 2026, the Jefferies 5th India Forum in Gurgaon on 18 September 2026, and the J.P. Morgan India Conference in Mumbai on 22 September 2026, with the schedule subject to change.
JSW Infrastructure Limited announced a schedule of three investor meetings for September 2026, beginning with a virtual group meeting hosted by Morgan Stanley on September 16 at 14:30. The company will attend the Jefferies 5th India Forum in Gurgaon on September 18 at 10:00 for group and one-on-one sessions. A third event is scheduled at the J.P. Morgan India Conference in Mumbai on September 22 at 12:00, also featuring group and one-on-one interactions.
Mr. Lalit Singhvi (DIN: 05335938) ceased his advisory role with JSW Infrastructure Limited effective August 31, 2026, due to personal commitments while retaining his position as a Non-Executive Non-Independent Director. Concurrently, he stepped down from his memberships in the Audit Committee, Risk Management Committee, Finance Committee, and Business Investment Committee. The company confirmed that its board composition remains compliant with the Companies Act, 2013 and SEBI Listing Regulations following this change.
Recent market and company developments associated with JSW Infrastructure.
Kamarajar Port has begun the process of appointing up to three bookrunning lead managers for its proposed IPO, which is likely to include a ₹1,200 crore offer for sale.
Shares of JSW Infrastructure Ltd ended at ₹343.05, up by ₹0.50, or 0.15%, on the BSE.
JSW Port Logistics receives LoI for setting up Inland Container Depot at Ballari, Karnataka
The key equity indices ended lower on Friday after a gap-down opening, as escalating tensions in the Middle East and a sharp rise in crude oil prices weighed on investor sentiment. The sell-off eased from the day's lows, but the Nifty remained below the 23,400 level, dragged by weakness in metal and auto shares. Brent crude surged amid concerns over supply disruptions, while the US 10-year Treasury yield moved close to 5%, adding to pressure on risk assets.
As per provisional closing data, the S&P BSE Sensex tanked 120.83 points or 0.16% to 74,781.76. The Nifty 50 index lost 79.70 points or 0.34% to 23,398.10.
The benchmark indices came off the day's high in afternoon trade as a weakening rupee, higher crude oil prices and elevated global bond yields weighed on sentiment. The Nifty slipped below the 23,350 level. Realty, financials and oil & gas stocks declined while IT & media shares managed to buck the trend.
JSW Infrastructure said that it has completed the acquisition of NCR Rail Infrastructure through its wholly owned step-down subsidiary Khurja Rail Terminal, effective 10 September 2026.
On the daily chart, the index formed a green candle with a long lower shadow, suggesting that buyers stepped in at lower levels.
Comprehensive Section Breakdown for JSW Infrastructure
Strategic Vision: Develops and operates ports, terminals, and provides logistics solutions.
• Integrated maritime and logistics operations
• Network of ports and terminals along India's coastline
• Provision of end-to-end cargo and supply chain solutions
JSW Infrastructure Limited reported revenue of ₹1,444.83 crore for the quarter ended 30 June 2026, down 5.1% from the previous quarter but up 18.1% from a year earlier. Total expenses were virtually flat compared to the prior quarter, leading to a lower operating profit margin. Paid‑up equity share capital increased 11.4%, while net segment assets jumped 37.1% from the end of March 2026. Net profit for the quarter was ₹357.60 crore. A gap between total profit before tax and segment profit before tax that appeared in the March 2026 quarter closed in the current period.
Revenue from operations came in at ₹1,444.83 crore, compared to ₹1,522.34 crore in the immediately preceding quarter and ₹1,223.85 crore in the same quarter a year ago. The sequential decline was 5.1%, while the year‑on‑year increase was 18.1%.
Total expenses remained essentially unchanged sequentially, slipping by just ₹2.85 crore from ₹1,041.69 crore in Q4 FY2026 to ₹1,038.84 crore in Q1 FY2027. Year‑on‑year, however, expenses rose 23.5%, from ₹841.14 crore in Q1 FY2026.
The combination of lower revenue and flat expenses compared to the prior quarter compressed the operating profit margin. Revenue minus expenses (operating profit) was ₹405.99 crore, a margin of 28.1% on revenue. In the preceding quarter, the operating profit margin was 31.6%, and in Q1 FY2026 it was 31.3%.
Profit before tax for the quarter stood at ₹462.79 crore, down 7.0% sequentially from ₹497.82 crore and down 2.1% from ₹472.56 crore a year earlier.
Profit for the period (net profit) was ₹357.60 crore, compared to ₹423.67 crore in Q4 FY2026 and ₹389.57 crore in Q1 FY2026. As a percentage of revenue, net profit margin was 24.8%, down from 27.8% in the prior quarter and 31.8% in the year‑ago quarter.
Profit before tax plus finance costs covered finance costs by 5.53 times in the current quarter, using finance costs of ₹102.05 crore. In the previous quarter, the same coverage ratio was 4.82 times, with finance costs of ₹130.38 crore. The ratio lifted because finance costs fell more than the sum of profit before tax and finance costs.
At the end of June 2026, paid‑up equity share capital had risen to ₹464.70 crore, an increase of ₹47.66 crore (11.4%) from the ₹417.04 crore recorded at the end of March 2026.
Net segment assets grew sharply from ₹20,358.45 crore at end‑March 2026 to ₹27,900.75 crore at end‑June 2026, an increase of ₹7,542.3 crore, or 37.1%. Over the same period, net segment liabilities rose by ₹665.68 crore (7.7%) to ₹9,331.39 crore. As a result, the difference between net segment assets and net segment liabilities widened from ₹11,692.74 crore to ₹18,569.36 crore.
The quarter saw a meaningful increase in equity share capital and a substantial expansion of net segment assets, accompanied by a more modest rise in net segment liabilities. Revenue and profit eased from the prior quarter’s levels, though both remained above the year‑ago quarter’s figures. Operating profit margin compressed sequentially as expenses held steady while revenue dipped. The gap between total and segment profit before tax that existed in the March 2026 quarter closed in the current period.
Category: Supply Chain
JSW Infrastructure operates three strategically located port concessions designed to handle diverse cargo efficiently and sustainably.
Category: Supply Chain
The company manages a network of 11 high-capacity terminals engineered for bulk cargo flow and deep-draft berthing.
Category: B2B Services
JSW Infrastructure provides integrated logistics, transport, and value-added services to deliver efficient, end-to-end cargo and supply chain solutions.
Core Thesis: Expand capabilities through organic and inorganic growth, moving up the value chain to build an efficient pan-India logistics network.
• Greenfield and Brownfield Expansions: Pursuing expansions, particularly in Non-Major Ports, to grow operational capacity. • Acquisition Opportunities: Seeking acquisitions in similar and synergistic businesses to diversify revenue streams. • Customer and Cargo Diversification: Increasing the third-party customer base and diversifying the cargo mix handled. • Sustainable Operations: Prioritizing environment-friendly and sustainable operational practices.