Motilal Oswal Financial Services (MOSL) has issued a ‘Buy’ call on JSW Infrastructure, with a target price of ₹375, indicating a 21% upside from its current market price (CMP) of ₹310.10. The brokerage remains optimistic about the company’s strong volume growth and ambitious capacity expansion plans.
Key Highlights on JSW Infrastructure:
- Capacity Expansion:
JSW Infrastructure is focused on scaling its capacity to 400 MMT by 2030, positioning itself to capture a larger market share and sustain long-term growth. - Growth Projections:
MOSL estimates a robust CAGR of 14% in volumes, 19% in revenue, 20% in EBITDA, and 19% in adjusted PAT (APAT) over FY24-27, driven by enhanced capacity and operational efficiency. - Strong Volume Trajectory:
The company’s volume growth trajectory remains strong, supported by its strategic focus on expanding operations and leveraging demand across key sectors.
Motilal Oswal expects JSW Infrastructure to benefit from its aggressive capacity ramp-up and sectoral tailwinds, making it well-positioned for sustained growth. The strong earnings potential and market expansion plans underline the company’s long-term value proposition.
Disclaimer: This article is for informational purposes only. Please consult a certified financial advisor before making any investment decisions.
