This Commercial Port Company Plans to Boost Capacity From 170 MTPA To 400 MTPA Till FY2030: The Government of Singapore Buys 1.18 per cent Stake

The stock has given multibagger returns of 140 per cent in a year.

JSW Infrastructure Ltd, a part of the JSW Group and India’s second‐largest private commercial port operator, has taken delivery of a new, state‐of‐the‐art dredger from Netherlands based IHC Dredging. This investment into the second dredger, aligns with the company’s FY2030 growth plan to boost capacity from 170 Million Tonnes Per Annum (MTPA) to 400 MTPA. The new dredger will support both greenfield and brownfield expansion projects at multiple ports of the company.

According to Quarterly Results, the net sales increased by 15.03 per cent to Rs 1,010 crore in Q1FY25 compared to Rs 878 crore in Q1FY24. The company reported a net profit of Rs 297 crore in Q1FY25 compared to a net profit of Rs 322 crore in Q1FY24, a decrease of 8.54 per cent. In the last quarter Government of Singapore bought the 1.18 per cent stake in the company

JSW Infrastructure Limited is part of the JSW Group. JSW Infrastructure Limited is the second largest private commercial port operator in India having environment‐friendly seaports & terminals. It currently operates ten port concessions strategically located on the west and east coasts of India. Its international presence includes a Liquid tank storage terminal of 4,65,000 cubic meters in Fujairah, UAE. The existing ports and terminals of the Company can handle a wide range of cargo and vessels up to Cape size. Its largely mechanized cargo handling system enables quick turnaround times while ensuring efficient use of existing resources. The strategic locations of these facilities make its ports a preferred option for its customers.

JSW Infrastructure Limited has expanded its cargo mix by leveraging its locational advantage and maximizing asset utilization. As part of its future growth strategy, the Company plans to enhance its overall cargo‐handling capacity to 400 MTPA by 2030 or earlier. It is also strengthening its market position by focusing on value‐added offerings with end‐to‐end logistic support and a diversified cargo profile. JSW Infrastructure is committed to strengthening its ESG performance across the operational ecosystem by aligning its policies and practices with international standards. As a multinational conglomerate, JSW Group has a significant presence in sectors such as steel, energy, infrastructure, cement, sports, and venture capital among others

Forward‐Looking and Cautionary Statements:

These risks include fluctuations in earnings, challenges in managing growth, and intense competition in the power industry, which may impact our cost advantages. Other risks involve wage increases in India, difficulties in hiring and keeping skilled workers, delays or cost overruns on fixed-price projects, reliance on a few major clients, immigration restrictions, and managing internal operations. Additionally, reduced demand for power, difficulties in completing acquisitions, potential damages from service contracts, and the performance of companies in which JSW Infrastructure has invested are also risks. Further, there are risks related to government incentives, political instability, legal limits on raising capital or acquiring companies outside India, misuse of intellectual property, and general economic conditions. The company does not commit to updating these forward-looking statements in the future.

This Large-Cap stock is trading at Rs 344. The company has a market cap of Rs 72,156 crore. The stock has given multibagger returns of 140 per cent in a year. The company has a dividend payout of 0.16 per cent. The company has delivered good profit growth of 34.6 per cent CAGR over last 5 years

Investors should keep an eye on this large-cap stock.

Disclaimer: The article is for informational purposes only and not investment advice.