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Motilal Oswal Report
With a focus on expanding capacity, improving third-party mix in overall cargo, and improving utilisation levels at existing ports and terminals, we expect its volume growth trajectory to continue.
Considering stable growth levers at its existing ports and terminals, a higher share of third-party customers, sticky cargo volumes from JSW Group companies, and an expanding portfolio, we expect JSW Infrastructure Ltd. to strengthen its market dominance, leading to a 14% volume CAGR over FY24-27. This should drive a 19% CAGR in revenue and a 20% CAGR in Ebitda over the same period.
We reiterate our Buy rating with a revised target price of Rs 375 (premised on 25 times Sep'26 enterprise value/Ebitda).
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