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SFP RESEARCH

15th Mar · SEBI-Registered Analyst

JSW Infrastructure Ltd.

JSWINFRA
Infra operates ports and related logistics assets, complementing JSW Group’s cargo flows. ​ It benefits from long‑term cargo contracts in coal, iron ore, and containers. ​ Capacity expansion and diversification beyond captive cargo support growth. ​ Risks include regulatory changes at ports, cargo concentration, and leverage for capex. ​

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