JSW Infrastructure has provided a web-link and QR code for shareholders to access the Integrated Annual Report for the financial year 2025-26, ensuring compliance with SEBI disclosure norms. The company’s 20th Annual General Meeting (AGM) is scheduled for Thursday, August 13, 2026, at 3:30 p.m. IST, to be held via Video Conferencing or Other Audio-Visual Means. This digital-first approach aims to facilitate easy access to critical financial documents for all members while adhering to regulatory timelines.

The Notice of the AGM and the Integrated Annual Report were dispatched electronically on July 22, 2026, to members with registered email addresses. In compliance with Regulation 36(1)(b) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, JSW Infrastructure sent physical letters containing the web-link and QR code to members who have not registered their email addresses with the company or Depository Participants. This ensures that all shareholders, regardless of their communication preferences, have equal access to the company’s financial performance and governance updates.

Key Meeting and Document Details

The Integrated Annual Report and the AGM Notice are available on the company’s website at the specific path provided in the shareholder letter. Shareholders can also download the report by scanning the QR code included in the communication. The disclosure was signed by Hitesh Kanani, Company Secretary and Compliance Officer, affirming adherence to the Listing Regulations.

Shareholder Instructions

KFin Technologies Limited acts as the Registrar and Transfer Agent for JSW Infrastructure. The company encourages shareholders to register or update their PAN, KYC details (including postal address, email, mobile number, and bank account), and nomination details with the depositories. This step is crucial for receiving future communications promptly and ensuring smooth participation in corporate actions. Members without registered emails received a letter via KFin Technologies, headquartered in Hyderabad, providing the necessary links to access the documents.

For any queries or assistance, shareholders may contact Mr. G Ramdas, Sr. Manager at KFin Technologies, via email at einward.ris@kfintech.com or ramdas.g@kfintech.com . Alternatively, they can use the toll-free number 1800-309-4001, available from 9:00 a.m. to 6:00 p.m. IST on all working days. The company also directs members to the Frequently Asked Questions (FAQs) section on the e-voting portal for additional guidance.

JSW Infrastructure reported a consolidated net profit of ₹357.60 crore for the quarter ended June 30, 2026, marking a decline from ₹389.57 crore in the corresponding period of the previous fiscal year. While consolidated earnings contracted, the company’s standalone operations turned profitable, recording a net profit of ₹75.17 crore compared to a net loss of ₹56.62 crore in the quarter ended March 31, 2026. The results were filed with stock exchanges under Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Consolidated revenue from operations stood at ₹1,444.83 crore for Q1FY26, up from ₹1,223.85 crore in Q1FY25 but lower than ₹1,522.34 crore reported in the immediately preceding quarter. Standalone income from operations rose to ₹163.59 crore from ₹140.07 crore in Q1FY25 and ₹154.15 crore in Q4FY25. The company also disclosed a significant increase in securities premium, which rose to ₹9,245.68 crore from ₹2,784.83 crore as on March 31, 2026, indicating potential capital infusion or share issuance activities during the period.

Financial Performance Highlights

The following table details the key financial metrics for JSW Infrastructure for the quarters ended June 30, 2026, March 31, 2026, and June 30, 2025.

Standalone basic earnings per share (EPS) were ₹0.36 in Q1FY26, recovering from a diluted EPS of ₹(0.12) in Q4FY25. Consolidated basic EPS stood at ₹1.65, down from ₹2.01 in the previous quarter and ₹1.85 in Q1FY25. The company’s paid-up equity capital increased to ₹464.70 crore as on June 30, 2026, from ₹417.04 crore as on March 31, 2026.

Balance Sheet Strength

JSW Infrastructure’s consolidated net worth surged to ₹17,375.44 crore as on June 30, 2026, a substantial increase from ₹10,509.80 crore at the end of FY25. Consolidated reserves (excluding revaluation reserve) grew to ₹17,278.44 crore from ₹10,460.46 crore in the prior quarter. On a standalone basis, net worth reached ₹11,758.39 crore, up from ₹5,173.99 crore as on March 31, 2026. Standalone reserves expanded to ₹11,293.86 crore from ₹4,757.13 crore in the previous quarter.

What the Numbers Show

The divergence between standalone and consolidated performance highlights the impact of subsidiaries on overall profitability. While standalone operations achieved a turnaround from a quarterly loss to a profit of ₹75.17 crore, consolidated profits declined despite higher revenues compared to the previous year. This suggests that while core infrastructure operations may be stabilizing, investments or joint ventures within the group may have exerted downward pressure on consolidated earnings. The significant jump in securities premium and equity capital points to strategic capital raising efforts, potentially aimed at funding future growth or strengthening the balance sheet.