JSW Infrastructure

June 26 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRA - ALLOTS 230 MILLION SHARES AT 285 RUPEES PER SHARE

Source text: ID:nBSE4wnRPN

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** Shares of JSW Infrastructure JSWN.NS rise as much as 3.7%; last up 2% at 313.2 rupees

** Ports operator's QIP for a proposed fresh issue of equity shares opens on June 22

** Floor price set at 290.35 rupees, which represents a 5.4% discount to last close

** Co's promoter to sell 33.3 million shares via OFS

** Stock rated "Buy" on average by 17 analysts; median PT at 362.5 rupees - LSEG-compiled data

** YTD, stock up 11.5%

(Reporting by Mridula Kumar in Bengaluru)

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JSW Infrastructure informed exchanges that its board, via a circular resolution on 22 June 2026, approved a qualified institutions placement of up to 23 crore equity shares of face value ₹2 each. The company will also facilitate an offer for sale of up to 3.32 crore shares by promoter Sajjan Jindal Family Trust to achieve minimum public shareholding compliance. The combined offer will be executed under SEBI ICDR Regulations, with pricing to be determined through book building. The board noted that the fundraise had been authorised by shareholders via a special resolution in March 2026.

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June 22 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRA- OFFER FOR SALE OF EQUITY SHARES BY PROMOTER SAJJAN JINDAL FAMILY TRUST

• JSW INFRA - TO RAISE FUNDS VIA QUALIFIED INSTITUTIONS PLACEMENT AND OFFER FOR SALE

• JSW INFRA - OFFER INCLUDES FRESH ISSUE OF UP TO 230 MILLION SHARES AND OFFER FOR SALE OF UP TO 33.3 MILLION EQUITY SHARES BY PROMOTER

Source text: ID:nNSEblmtM3

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JSW Infrastructure has received a letter of award from the Syama Prasad Mookerjee Port Authority to develop container berths at Kolkata's Netaji Subhas Dock. The project covers the construction of two outer container berths and the takeover of five existing berths, under a 30-year concession on a design, build, finance, operate and transfer basis. The total capacity is expected to reach 0.93 million TEUs, to be executed in two phases. This is the company's second win at the port within a year, following an earlier award for the reconstruction of Berth 8 and mechanization of Berths 7 and 8. Together, the two projects will give JSW Infrastructure a combined container handling capacity of about 1.4 million TEUs at the Kolkata Dock System. The company said the project aligns with its strategy to expand its container business and diversify its cargo mix.

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May 8 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRA - KOLKATA CONTAINER TERMINAL TO COMMENCE OPERATIONS AT BERTH NO. 7, NSD KOLKATA

Source text: ID:nNSE9ZH2pz

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March 10 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRA -JSW PORT COMMENCES INTERIM OPERATIONS AT RAIL SIDING IN KUDATHINI, BALLARI, KARNATAKA

Source text: ID:nBSEc1jYv3

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March 3 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• STORAGE TANK AT FUJAIRAH TERMINAL DAMAGED BY DRONE DEBRIS

• NO INJURIES REPORTED, ALL PERSONNEL SAFE

• REMAINING 14 TANKS SECURED, INSURANCE COVERAGE IN PLACE

Source text: ID:nBSE2F0yKY

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Feb 23 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• UNIT GETS COMPLETION CERTIFICATE FROM RITES FOR JAWAHARLAL NEHRU PORT PROJECT

Source text: ID:nBSE9XPpjC

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Feb 20 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRA - APPROVES RAISING FUNDS THROUGH ISSUANCE OF EQUITY SHARES WORTH 500 MILLION RUPEES

Source text: ID:nBSE2T9V1G

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Feb 16 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRASTRUCTURE LTD - 543994 - BOARD MEETING INTIMATION FOR PROPOSAL FOR RAISING FUNDS

Source text: ID:nBSE6NWbLc

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Feb 3 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRA - TNPPA FILED APPEAL AGAINST JSW INFRASTRUCTURE SUBSIDIARY ECTPL

• JSW INFRA - NCLT ORDER DOES NOT IMPACT JSW INFRASTRUCTURE'S FINANCIALS OR OPERATIONS

Source text: ID:nBSE5QW02p

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Jan 23 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRA - NCLT MUMBAI APPROVES JSW INFRASTRUCTURE'S RESOLUTION PLAN FOR NCR RAIL

Source text: ID:nBSE5htGDl

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** JSW Infrastructure JSWN.NS gains 6.9% to more than one-week high of 275.5 rupees; set for best day since February 2025

** Ports operator posts 14% y/y growth in Q3 revenue; net profit rises ~9% y/y

** Motilal Oswal says major port expansions would be completed by start of FY28, logistics business would scale up sharply

** Emkay says co's Q3 FY26 print largely in line with Street estimates

** Adds factoring in timely commissioning of projects, "we increase our FY28 revenue/EBITDA estimate by 3%-5%"

** Stock rated "buy" on avg; median PT is 360 rupees, per data compiled by LSEG

** JSWN fell 10.4% in 2025

(Reporting by Brijesh Patel in Bengaluru)

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Jan 16 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRA DEC-QUARTER CONSOL NET PROFIT 3.59 BILLION RUPEES

• JSW INFRA DEC-QUARTER CONSOL REVENUE FROM OPERATIONS 13.5 BILLION RUPEES

Source text: [ID:]

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Jan 15 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JSW INFRA - MINISTRY OF RAILWAYS APPROVES SHAREHOLDING CHANGE FOR JSW RAIL, JSW MINERALS AND JSW SOUTH

Source text: ID:nNSEbTj1HX

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** Shares of JSW Infrastructure JSWN.NS rise 1.2% to 267.3 rupees

** HBSC upgrades stock to "Hold" from "Reduce"; PT raised to 280 rupees from 240 rupees earlier

** Updates as brokerage believes port operator's FY28 EBITDA visibility has improved and following weakness in its shares

** Brokerage says co is on track to double FY28 EBITDA compared to FY25, and to meet FY30 400 mtpa port capacity target

** Adds while JSWN's major investments are set to contribute from FY28, it continues to see weak return on invested capital until FY27

** Stock fell 10.44% in 2025

(Reporting by Mridula Kumar in Bengaluru)

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Dec 30 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• GETS TAX ORDER ALLEGING SHORT PAYMENT OF GST FROM 2019 TO 2024

• COMPANY REQUIRED TO PAY 965.8 MILLION RUPEES WITH PENALTY

Source text: ID:nNSE7vDjfj

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** JSW Infrastructure JSWN.NS falls 4.5% to more than one-month low of 295.1 rupees

** Ports operator posts 26% y/y growth in Q2 revenue, but operating margin contracts 380 bps

** ICICI Securities says Q2 port volumes were weak, with organic growth declining 6%

** 14 analysts give an avg rating of "buy" to JSWN; median PT 352.5 rupees - per data compiled by LSEG

** YTD, stock down 7.2%

(Reporting by Vivek Kumar M)

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Sept 29 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• UNIT GETS NOTICE SEEKING TAX OF 965.8 MILLION RUPEES

Source text: ID:nBSE17cvXm

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** JSW Infrastructure JSWN.NS rises as much as 1.8% to 314.5 rupees

** Jefferies maintains "buy", PT of 375 rupees; sees capacity addition in existing terminals, larger JSW Group expansion plans aiding growth

** Ports operator says it's aiming to raise annual cargo handling capacity to 400 million tonnes by FY30 from current 177 million tonnes

** Jefferies says subsequent volume growth will result in revenue, EBITDA rising 20% CAGR over FY25-FY30

** Adds cargo from other JSW group firms should provide capacity utilisation comfort

** Stock rated "buy" on average, per data compiled by LSEG

** YTD, JSWN down 1% YTD

(Reporting by Nandan Mandayam in Bengaluru)

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Rewrites lead to add valuation, adds background in paragraphs 3-6; updates shares

Aug 14 (Reuters) - Shares of JSW Cement JSWC.NS debuted 4% higher on Thursday valuing the firm at $2.38 billion as investors looked past broader market jitters to back the company's capacity expansion plans and push into new regional markets.

The stock listed at 153.50 rupees on the National Stock Exchange, above its 147 rupees issue price and just above its targeted $2.3 billion. It was last up 2.7% at 151.06 rupees as of 10:21 a.m. IST.

India, the world's second-largest cement producer, is riding a robust sector outlook, with the government's infrastructure and housing push expected to power demand growth through the decade, while prices rebound from multi-year lows hit last fiscal year.

JSW Cement, with its seven plants in southern, eastern and western India, is a relatively smaller player in an industry dominated by companies such as Aditya Birla-owned UltraTech Cement ULTC.NS and Gautam Adani-backed Ambuja Cement ABUJ.NS.

The company will use proceeds from the IPO for setting up a factory in the limestone-rich state of Rajasthan, it said in its prospectus.

Ventura Securities said JSW Cement's capacity ramp-up will expand its reach and boost profits, while its ties to the JSW Group offer brand strength and easy access to raw materials like slag and power via group companies in steel JSTL.NS, energy JSWE.NS and marine infrastructure JSWN.NS.

JSW Group holds a nearly 70% stake in the cement maker.

The $413 million initial public offering was oversubscribed nearly eight times earlier this week, driven by institutional investors whose bids were nearly 16 times their allotted quota.

($1 = 87.4320 Indian rupees)

(Reporting by Hritam Mukherjee and Kashish Tandon in Bengaluru; Editing by Nivedita Bhattacharjee)

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** Shares of JSW Infrastructure Ltd JSWN.NS rise as much as 3.2% to 327.2 rupees

** Co reports a 31.5% y/y rise in first-quarter consol net profit to 3.85 billion rupees ($44.6 million), and revenue up 21.2%

** Motilal Oswal expects stronger market dominance for co and rising logistics revenue to drive 13% volume and 22% revenue CAGR over FY25–27; In line qtr, project expansion underway

** In Q1, co handled 29.4mt of cargo (+6% YoY) helped by new terminals of Tuticorin and JNPT - ICICI Securities

** Jefferies says Q1 EBITDA was in line with estimates; believes, on a small base JSWN's EBITDA growth will be 20%+ from current levels with group volumes giving comfort on utilisation; maintain BUY

** Mean rating of stock is "buy"; their median PT is 362.5 rupees - data compiled by LSEG

($1 = 86.3880 Indian rupees)

(Reporting by Meenakshi Maidas in Bengaluru)

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July 22 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• JUNE-QUARTER CONSOL NET PROFIT 3.85 BILLION RUPEES

• JUNE-QUARTER CONSOL REVENUE FROM OPERATIONS 12.24 BILLION RUPEES

Source text: ID:nBSE25KFRB

Further company coverage: JSWN.NS

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** Shares of JSW Infrastructure JSWN.NS rise 1.7% to 310.20 rupees, set to snap four session losing streak

** Port operator gets letter of award from Syama Prasad Mookerjee Port Authority for reconstruction of berth-8 and mechanization of berth-7 and berth-8 at Netaji Subhas Dock in Kolkata

** Estimated capex of 7.4 bln rupees ($86.4 mln) and construction timeline of two years

** Project comes with 30‐year concession period

** JSWN down ~2% YTD

($1 = 85.6825 Indian rupees)

(Reporting by Vijay Malkar)

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July 7 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• RECEIVED LOA FOR RECONSTRUCTION FROM SYAMA PRASAD MOOKERJEE PORT AUTHORITY

• LOA TO DEVELOP CONTAINER BERTHS AT KOLKATA PORT

• ESTIMATED CAPEX OF 7.4 BILLION RUPEES, CONSTRUCTION TIMELINE OF TWO YEARS

• PROJECT COMES WITH A 30‐YEAR CONCESSION PERIOD

Source text: [ID:]

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June 19 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• SIGNING OF MEMORANDUM OF UNDERSTANDING WITH KONKAN RAILWAY CORPORATION

• PROJECT TO ESTABLISH RAILWAY ACCESS TO JAIGARH PORT

Source text: ID:nBSE5y9DzP

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May 20 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• SAJJAN JINDAL FAMILY TRUST SOLD 42 MILLION SHARES OF CO

• PROMOTER GROUP TRIMS STAKE IN CO FROM 85.62% TO 83.62%

Source text: ID:nBSE9w0jpG

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Recasts with company forecast

May 1 (Reuters) - India's Adani Ports and Special Economic Zone APSE.NS issued a higher year-on-year revenue growth forecast for fiscal 2026 on Thursday, citing strong port volumes, after posting a better-than-expected quarterly profit.

The country's top private port operator said it expects revenue to grow in the range of 15.8%-22.2% for the fiscal year that started on April 1. Its revenue grew 16% last fiscal.

For fiscal 2025, the firm's revenue from its ports business, its biggest, climbed 12%, while its logistics business jumped 39%, led by higher container and bulk cargo volumes, the company said.

It added that it expects revenue from its third-biggest marine services division, which surged 82% to 11.44 billion rupees in fiscal 2025, to treble in two years.

Private port operators including Adani Ports and smaller rival JSW Infrastructure JSWN.NS have benefited from steady cargo movement across Indian borders, especially during the fourth quarter, which typically sees increased construction activity due to favorable weather.

However, U.S. President Trump's erratic tariff policies have threatened to disrupt trade and pile additional risks on India's slowing economy.

On Wednesday, JSW Infrastructure reported a higher quarterly profit and shrugged off concerns over U.S. tariff-led trade uncertainties.

Adani Ports reported a consolidated net profit of 30.14 billion rupees ($356 million) for the quarter ended March 31, beating analysts' average estimate of 25.71 billion rupees, as per data compiled by LSEG.

Cargo volumes rose 8% to 118 million metric tonnes in the reported quarter, driving overall revenue nearly 24% higher to 84.88 billion rupees.

The company also forecast its earnings before interest, tax, depreciation and amortization (EBITDA) in the range of 210 billion-220 billion rupees for fiscal 2026.

($1 = 84.6740 Indian rupees)

(Reporting by Kashish Tandon in Bengaluru; Editing by Sonia Cheema)

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April 30 (Reuters) - JSW Infrastructure Ltd JSWN.NS:

• LARGELY UNAFFECTED BY TRADE UNCERTAINTIES, MONITORING SITUATION CLOSELY

• REMAIN CONFIDENT OF NAVIGATING SAID UNCERTAINTIES

• SEE STEEL MARKETS DOING WELL AFTER IMPOSITION OF SAFEGUARD DUTY

Source text: [ID:]

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