News Investment Ideas Motilal Oswal Maintains Buy Rating on JSW Infrastructure with ₹360 Target PriceMotilal Oswal Maintains Buy Rating on JSW Infrastructure with ₹360 Target Price
Motilal Oswal Financial Services maintains Buy rating on JSW Infrastructure with ₹360 target price, highlighting capacity expansion and logistics scale-up including Navkar acquisition. The company targets ₹8,000 crore revenue with ~25% EBITDA margin by FY30, supported by ~13% volume CAGR and ~33%/28% revenue/EBITDA CAGR over FY25-28 through pan-India multimodal network development.
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JSW Infrastructure has received a positive outlook from Motilal Oswal Financial Services, which has maintained its Buy rating on the stock with a target price of ₹360. The brokerage firm's recommendation is based on the company's strategic capacity expansion and logistics scale-up initiatives.
Strategic Growth Initiatives
The company's growth strategy centers around building a comprehensive pan-India multimodal network. A key component of this expansion includes the acquisition of Navkar, which is expected to strengthen JSW Infrastructure's logistics capabilities and geographical reach across the country.
Financial Projections and Targets
Motilal Oswal's analysis highlights ambitious financial targets for JSW Infrastructure. The company is positioned to achieve significant revenue growth, targeting ₹8,000 crore in revenue by FY30 with an EBITDA margin of approximately 25%.
| Financial Metric | Target/Projection |
|---|---|
| Revenue Target (FY30) | ₹8,000 crore |
| EBITDA Margin (FY30) | ~25% |
| Volume CAGR | ~13% |
| Revenue CAGR (FY25-28) | ~33% |
| EBITDA CAGR (FY25-28) | ~28% |
Growth Trajectory
The projected growth metrics demonstrate strong momentum across key performance indicators. The company is expected to maintain a volume compound annual growth rate of approximately 13%, while revenue and EBITDA are projected to grow at 33% and 28% CAGR respectively over the FY25-28 period.
Investment Outlook
Motilal Oswal's Buy rating reflects confidence in JSW Infrastructure's strategic positioning and execution capabilities. The combination of capacity expansion, strategic acquisitions, and the development of a multimodal logistics network positions the company for sustained growth in India's expanding infrastructure sector.
Historical Stock Returns for JSW Infrastructure
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -1.53% | -2.47% | -3.10% | -19.11% | -2.86% | +62.11% |
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