‹ All Posts
AALGO BREATHS I SEBI RA

13th Jul · SEBI-Registered Analyst

JSW Infrastructure Limited Latest Updates

JSWINFRA
Kolkata Outer Harbour Terminal Incorporation On July 10, 2026, the company incorporated a wholly owned subsidiary, JSW Kolkata Outer Harbour Container Terminal Private Limited. The unit will manage a 6.3 MTPA container terminal project awarded by the Syama Prasad Mookerjee Port Authority in Kolkata. Successful ₹7,503 Crore QIP Concluded In late June 2026, the company completed a Qualified Institutions Placement (QIP) raising ₹7,503 crore at ₹285 per share. The issue attracted $6 billion in demand (~6.7x subscription) and brought promoter shareholding down from 83.6% to 73.9%, satisfying Minimum Public Shareholding (MPS) rules while funding port capacity expansion and debt repayment. Odisha Captive Jetty Novation Agreement On July 7, 2026, subsidiary JSW Jatadhar Marine Services executed a formal novation agreement with JSW Utkal Steel with state regulatory consent. The agreement transfers developmental rights for a strategic captive jetty in Odisha to support regional steel logistics. FY26 Financial Summary For the full financial year 2025–26, the company reported an operational revenue of ₹5,361 crore (+20% YoY) and an operating EBITDA of ₹2,604 crore (+15% YoY). Consolidated full-year net profit stood at ₹1,546 crore, and the Board recommended a final dividend of ₹0.90 per equity share (record date June 18, 2026). Capacity Expansion Blueprint The group is executing an integrated ₹48,000 crore capex roadmap through FY30, targeting a total handling capacity of 400 MTPA (up from 183 MTPA in FY26). Near-term plans allocate ₹16,500 crore over FY27–FY28 toward port infrastructure and logistics assets, supported by a growing rail rake fleet and newly operationalized liquid terminals.

#WatchOutFor#StockInNews#PersonalFinance#EquityResearch#FundamentalViews
829 likes·50 comments