Jefferies Maintains Buy on JSW Energy with Target Price of ₹675, Raises FY27–30 PAT Estimates by 3–6%
Jefferies has maintained a Buy rating on JSW Energy with a target price of ₹675, supported by stake monetisation in JSW Steel improving leverage metrics and the commissioning of 250MW capacity in FY27. The brokerage has raised its PAT estimates for FY27–30 by 3–6%, driven by a stronger balance sheet and improved growth execution. These factors collectively underpin Jefferies' positive outlook on JSW Energy's financial and operational trajectory.
Supreme Court Directs MSEDCL to Pay ₹250 Crore Interim Amount to JSW Energy, Remands Stay Issue to APTEL
The Supreme Court of India, vide its order dated 30 April 2026, directed MSEDCL to pay an interim amount of ₹250 crore to JSW Energy. The apex court also remanded the stay issue back to APTEL for rehearing. The dual directive underscores the ongoing nature of the legal proceedings between JSW Energy and MSEDCL at both the appellate and apex court levels.
Jefferies Maintains Buy Rating on JSW Energy with ₹660 Target Price on Improved Earnings Visibility
Jefferies has maintained its Buy rating on JSW Energy Limited with a target price of ₹660, driven by the company's PPA tie-up for 515 MW of its Ind-Barath plant. The deal has reduced merchant capacity exposure to 8%, improving earnings visibility and EBITDA predictability. JSW Energy plans a 2.3x capacity expansion for FY25-30, with expectations of improved net debt-to-EBITDA ratios supporting the positive outlook.
JSW Energy Faces USD 42 Million Outflows During Nifty Indices Semi-Annual Rebalancing
JSW Energy experiences USD 42 million outflows during today's 3 PM Nifty indices semi-annual rebalancing exercise. The outflows result from the company's position changes during the routine index restructuring process, reflecting mechanical portfolio adjustments by institutional and passive funds to align with revised index composition.
Bernstein Initiates JSW Energy with Outperform Rating, Sets Rs 575 Target Price
Bernstein has initiated coverage on JSW Energy with an Outperform rating and Rs 575 target price. The positive recommendation is based on India's accelerated energy security push following Russia/Iran disruptions, driving electrification focus across thermal, nuclear, storage and grid infrastructure, which benefits diversified power players like JSW Energy.