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JSW Infrastructure Limited strategy deck summary

NSE: JSWINFRA · BSE: 543994

Strategy deck of 8 Dec 2025, summarised by AI from the filing.

Exclusive access to GPWIS licensed entities and 10-year agreements with anchor customers provide predictable annuity-like cash flows.

Key takeaways

  1. Driver Exclusive access to GPWIS licensed entities and 10-year agreements with anchor customers provide predictable annuity-like cash flows.
  2. Risk Route approvals for JSRL rakes are still underway, and 4 JMRL rakes are yet to be deployed.

Original filing on BSE

JSW Infrastructure Limited Q1 FY27 results

As filed: Revenue ₹1,445 cr (+18% year on year), EBITDA ₹674 cr (+16% year on year), PAT ₹358 cr (−8% year on year), EBITDA margin 46.6% (−83 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,522 cr (+19% year on year), EBITDA ₹769 cr (+20% year on year), PAT ₹424 cr (−2% year on year), EBITDA margin 50.5% (+64 bps). Score 63 of 100, In line with trend. Revenue and profit before exceptional items growth were below the company's own trend; EBITDA growth was well above it. EBITDA margin rose 64 bps year on year. Tax rate 15%. Revenue rose ₹239 cr on a year ago, more than the ₹187 cr it added the year before. Share price after the results: −2.0% in 28 days (Nifty 500: −2.8%).
  • Q3 FY26: Revenue ₹1,350 cr (+14% year on year), EBITDA ₹644 cr (+10% year on year), PAT ₹365 cr (+9% year on year), EBITDA margin 47.7% (−197 bps). Score 32 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 197 bps year on year. Consolidated profit +9% but standalone -65%. Revenue rose ₹168 cr on a year ago, against ₹242 cr the year before. Share price after the results: −0.1% in 28 days (Nifty 500: −0.7%).
  • Q2 FY26: Revenue ₹1,266 cr (+26% year on year), EBITDA ₹610 cr (+17% year on year), PAT ₹369 cr (−1% year on year), EBITDA margin 48.2% (−386 bps). Score 50 of 100, In line with trend. EBITDA margin fell 386 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 5% from last quarter. Share price after the results: −9.1% in 29 days (Nifty 500: +1.2%).
  • Q1 FY26: Revenue ₹1,224 cr (+21% year on year), EBITDA ₹581 cr (+13% year on year), PAT ₹390 cr (+31% year on year), EBITDA margin 47.5% (−352 bps). Score 53 of 100, In line with trend. EBITDA margin fell 352 bps year on year. Consolidated profit +31% but standalone -25%. Not enough history for a trend yet: scored on growth alone. Revenue fell 5% from last quarter. Share price after the results: −2.7% in 30 days (Nifty 500: −0.8%).
  • Q4 FY25: Revenue ₹1,283 cr (+17% year on year), EBITDA ₹640 cr (+10% year on year), PAT ₹516 cr (+57% year on year), EBITDA margin 49.9% (−313 bps). Score 51 of 100, In line with trend. EBITDA margin fell 313 bps year on year. Tax rate 11%. Consolidated profit +57% but standalone -19%. Not enough history for a trend yet: scored on growth alone. Share price after the results: −1.0% in 30 days (Nifty 500: +3.5%).
  • Q3 FY25: Revenue ₹1,182 cr (+26% year on year), EBITDA ₹587 cr (+22% year on year), PAT ₹336 cr (+32% year on year), EBITDA margin 49.7% (−140 bps). Score 50 of 100, In line with trend. EBITDA margin fell 140 bps year on year. Other income 30% of PBT. Tax rate -21%. Consolidated profit +32% but standalone -1%. Not enough history for a trend yet: scored on growth alone. Profit fell 10% from last quarter.
  • Q2 FY25: Revenue ₹1,001 cr, EBITDA ₹521 cr, PAT ₹374 cr, EBITDA margin 52.1%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹1,001 cr). Scored once a year-earlier consolidated quarter exists.

Past price moves after results do not indicate future moves. Not a recommendation.

JSW Infrastructure Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.