JSW Infrastructure shares are trading with gains of 7% on Monday, January 19, despite the company cutting its full-year volume growth guidance at the end of the third quarter. The stock is currently trading 6.60% higher at ₹274.60, reflecting investor confidence in the company's long-term growth strategy.

Revised Guidance and Volume Projections

JSW Infrastructure has adjusted its volume growth expectations for financial year 2026, now projecting growth between 5% to 6%, down from the earlier guidance of 8% to 10%. The revision comes as volume growth has been negatively impacted by lower volumes at the Paradip Iron Ore and Coal terminals.

Ambitious Financial Projections

Despite the near-term guidance adjustment, JSW Infrastructure has laid out robust growth plans for the next three years. The company intends to invest ₹9,000 crore as capex between financial year 2025 to financial year 2030, demonstrating its commitment to substantial infrastructure development.

Analyst Recommendations and Market Outlook

Brokerage firm Jefferies has maintained its "buy" rating on the stock and raised its price target to ₹360 from ₹355 earlier. The firm expects JSW Infrastructure's valuation premium to sustain with higher growth and scarcity premium to a certain extent.

JM Financial has also maintained its "buy" rating with a price target of ₹400 per share, noting that the company's low leverage provides sufficient room for capex. The firm indicated that support for further funding the capex may emerge despite the primary fund raise.

Long-term Capacity Expansion Strategy

The company's expansion strategy remains focused on significantly enhancing its operational capabilities in the marine port and services sector. Despite the near-term volume guidance cut, JSW Infrastructure sees volume capacity rising from 177 MTPA in the current financial year to 299 MTPA in financial year 2028, with the ultimate target of 400 MTPA by FY 2030.

This substantial capacity enhancement reflects the company's strategic approach to meet growing infrastructure demands and capitalize on increasing trade volumes, positioning it as a major player in India's port infrastructure development.

JSW Infrastructure has outlined an ambitious growth trajectory, setting comprehensive financial targets for FY2026 and projecting substantial EBITDA expansion through FY2028. The marine port and services company's strategic vision demonstrates confidence in its operational capabilities and market positioning.

FY2026 Financial Targets

The infrastructure company has established clear financial milestones for the fiscal year 2026, demonstrating its commitment to substantial growth across key performance metrics.

Extended Growth Projections

Building on its FY2026 foundation, JSW Infrastructure has projected continued EBITDA expansion in subsequent years. The company predicts EBITDA growth of about 15% by FY2027, followed by an ambitious target of almost doubling EBITDA by FY2028.

Strategic Growth Vision

These progressive targets reflect JSW Infrastructure's confidence in its operational capabilities and strategic expansion plans within the infrastructure development space. The revenue target of ₹5,400.00 crore for FY2026 represents a significant milestone, while the projected EBITDA trajectory through FY2028 indicates the company's focus on profitability enhancement and operational efficiency.

The announcement positions JSW Infrastructure for enhanced market presence in the marine port and services industry, with these financial objectives serving as benchmarks for the company's long-term operational and business development strategies.