JSW Infra Shares Can Rally 23%: Motilal Oswal Maintains ‘Buy’ Call

JSW Infrastructure Ltd. has reiterated its FY26 cargo volume growth guidance of 10%, expecting stronger traction in H2 FY26. The company’s long-term vision includes expanding port capacity to 400 million tonnes per annum by FY30 and building a logistics platform.

Aggressive Expansion Plans

Backed by aggressive yet disciplined capex, customer diversification, and multimodal infrastructure expansion, JSW Infra remains well-positioned for structural growth across India’s maritime and logistics value chain. The company’s expansion plans are expected to drive growth and increase its market share in the Indian infrastructure and logistics sector.

Key Drivers of Growth

The following factors are expected to drive growth for JSW Infra:

• Aggressive expansion of port capacity to 400 million tonnes per annum by FY30
• Building a logistics platform to cater to the growing demand for logistics services in India
• Customer diversification to reduce dependence on a single sector or industry
• Disciplined capex to ensure that expansion plans are executed efficiently and effectively

Investment Rationale

Motilal Oswal has maintained its ‘Buy’ call on JSW Infra, citing the company’s strong growth prospects and attractive valuation. The brokerage firm expects JSW Infra shares to rally 23% from current levels, driven by the company’s expansion plans and strong growth prospects.

Target Price

Motilal Oswal has set a target price of ₹150 for JSW Infra shares, representing a potential upside of 23% from current levels. The target price is based on the company’s strong growth prospects, attractive valuation, and expected increase in market share.

Conclusion

In conclusion, JSW Infra shares are expected to rally 23% according to Motilal Oswal, driven by the company’s aggressive expansion plans and strong growth prospects. The company’s long-term vision, aggressive expansion of port capacity, and building of a logistics platform are expected to drive growth and increase its market share in the Indian infrastructure and logistics sector. Investors looking to invest in the Indian infrastructure and logistics sector may consider JSW Infra shares, given the company’s strong growth prospects and attractive valuation.

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