Second Largest Port Company, 2030 Road Map, Robust Growth, Strong balance Sheet,Rapid Expansion at Multiple Location

Stock Price

The JSW Infrastructure IPO, launched in September 2023 with an issue price of ₹114 per share, marked its market debut on the NSE and BSE on October 3, 2023. The stock opened strongly, surging by 20% to ₹143 per share on listing day. It later reached an impressive high of ₹360.95, delivering a remarkable return of 300% to its investors and the current The stock is currently trading at ₹321.70. Over the past two trading sessions, it has surged by 10%, accompanied by strong trading volumes, indicating strong investor interest.

Company’s Business

The US$ 24 billion JSW Group is ranked among India’s leading business houses. JSW’s innovative and sustainable presence in various sectors including Steel, Energy, Infrastructure, Cement, Paints, B2B Ecommerce, Venture Capital, Defense, Green Mobility and Sports is helping the Group play an important role in driving India’s economic growth.

With a culturally diverse workforce spread across India, USA, Europe and Africa, JSW Group directly employs nearly 40,000 people.

JSW Group is known to create value for all its stakeholders by combining its growth roadmap, superior execution capabilities and a relentless drive to be #BetterEveryday.

Second Largest Port Service Provider, with Presance Across Indian Coastal Line 

2030 Road Map for Growth and Value Creation

JSW Infra Key Updates on Development and Growth Trajectory for Terminal, Brownfield ,Green Field and Acquisition

Terminals 

V.O. Chidambarana Port, Tuticorin
• Concession agreement signed in July 2024
• Construction of 7mtpa berth to handle dry bulk cargo , estimated Capex of ₹600 crore
• Geotechnical investigations completed and Dredging contracts under finalization
• Expected completion by Q4 FY26.

JNPA (Liquid Terminal)
• Concession agreement signed in April 2024
• Two liquid cargo berths with total capacity of 4.5mtpa, estimated capex of ₹100 crore
• Technical studies completed and pipelines ordered
• Service order for fabrication and erection in place
• Completion by Q2 FY26

Expansion at Mangalore Container
• Capacity Expansion from 4.2 to 6mtpa
• Estimated Capex – ₹150 crore
• Mobile Harbour Crane (MHC) procured
• Procurement of Reach Stackers / Empty Handlers underway
• Project completion by Q1 FY26

Expansion at Goa

• Capacity expansion to 15mtpa from 8.5 through the Construction of Covered Shed
• Estimated Capex – ₹150 crore
• Work in full swing, expected to complete during Q4 FY25

JSW Group Key Updates on Brown Field Project Growth ( Brown field means extension in existing Projects)

LPG at Jaigarh
• Capacity – 2mtpa
• Estimated Capex – ₹900 crore
• Berth construction is progressing well and nearing completion.
The construction of LPG Terminal is underway, and equipment
ordering is completed
• Targeting Completion by January 2026

Expansion at Dharamtar & Jaigarh
• Capacity Expansion – 36mtpa at Dharamtar (21mtpa) and
Jaigarh(15 mtpa), on the back of expansion of 5mtpa Steelmaking capacity of Anchor customer at Dolvi
• Estimated Capex – ₹2,359 crore
• Engineering, Marine and Environment studies in progress
• Targeting completion by March 2027

JSW Key Updates on Green Field Project Growth ( Green field New Projects)

Keni Port
• All weather 30mtpa greenfield multi-cargo, direct berthing, deep water commercial port
• Concession agreement signed with Karnataka Maritime Board in Nov 2023
• Estimated Capex – ₹4,119 crore
• Geotechnical Investigation and Environmental Clearance are under process
• Construction is to be completed in three and half years and commercial operations are to commence in FY 2029

Jatadhar Port
• Concession agreement expected to be signed during Q3 FY 2025
• Capacity – 30mtpa
• Estimated Capex – ₹3,000 crore
• Detailed engineering works ongoing
• Design basis finalized for Marine & Civil Structures, Material Handling System and Equipment
• Commercial operations expected in early FY 2028

Port Acquisition

Acquisition of 30 mtpa Under Development Slurry Pipeline Project
• 302KM Slurry pipeline in Odisha – Nuagaon to Jagatsinghpur
• Work on 154km completed
• Consideration ~₹1,700 crore, Estimated Capex – ₹4,000 crore
• Commercial operations are expected to commence by April 2027
• The take-over of the Slurry Pipeline project from JSW Steel is subject to shareholders approval

Acquisition of majority stake (70.37%) in Navkar Corp completed

Company Debt ,Results and Profitability

JSW Infrastructure has been consistently reducing its debt levels since 2022. The debt-to-equity ratio has significantly improved, dropping from 1.17x in 2021 to 0.01x in 2024, reflecting a debt-free status. Simultaneously, the company’s profitability has shown steady growth, highlighting its strong financial performance.

JSW Infra Results 

JSW Port Handling Capacity Results

Conclusion

JSW infra is the second largest Private Company’s Port  handling in India and the company is expanding its business on fast track basis and also partnering and acquisition, Company cargo handling capacity is increasing with consistency , Company  is very much  focused on  growth and rapid expansion of ports. 

Read More on EaseMy Trip Planners 

This Green Energy stock under ₹ 50 vs TATA POWER/ADANI POWER/TORRENT POWER

Disclaimer 

 

 

 

 

The information provided on this website is for educational and informational purposes only and should not be considered as financial, investment, or trading advice. All content, including stock analyses, market data, and opinions, is based on publicly available information believed to be accurate at the time of publication.