The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
JSW Infrastructure Limited is an India-based port-related infrastructure company. The Company is primarily engaged in the business of developing, operating and maintaining the ports services, ports-related infrastructure development activities and development of…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A middling, fast-growing business, fairly priced.
JSW INFRA is scored on the general / industrial framework. It keeps a fat 27.1% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 1.31× reported profit. Free cash flow is worth about -0.1% of its market value.
Over the last 3 years revenue compounded at 19%/yr and profit at 27%/yr. Book value itself has compounded 42%/yr — the hallmark of a genuine compounder. Return on equity is a modest 8.0%. In the latest quarter profit fell 8% versus the prior quarter.
At 46× earnings, the stock sits at the 59th percentile of its own 3.1-year range — the middle of where it has historically traded. Today's price already implies ~22%/yr earnings growth sustained for a decade — a demanding bar. The books come through clean — a forensic grade of A, and Altman puts distress risk in the safe zone.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 53.45 | 26.8 | worse |
| P/B | 4.38 | 3.32 | worse |
| EV/EBITDA | 26.92 | 14.5 | worse |
| ROE | 8.01 | 16.07 | worse |
| ROCE | 9.08 | 18.12 | worse |
| ROA | 5.06 | 10.96 | worse |
| Quick Ratio | 2.19 | 2.01 | better |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Adani Port | 32.6 | 4.4 | 13.3% |
| Gujarat Pipavav Port | 14.6 | 3.3 | 22.5% |
| Allcargo Terminals | 15.2 | 2.0 | 13.3% |
Revenue has grown every year across all 4 financial years shown. 19% CAGR over 3 years — steady double-digit compounder.
Net profit has risen every year — the hallmark of a compounder. Profit is growing faster than revenue (27% vs 19%) — margin expansion is at work.
Operating margin has expanded from 24% to 33% — the business is keeping more of each rupee earned. The gap between operating and net margin is widening — interest or tax costs are rising.
ROE at 13% — a respectable return on shareholder capital. Capital efficiency declining — ROE down 5pp.
EPS has grown every year — each share earns more than the last, consistently. Profit grew faster than EPS (27% vs 21%) — share dilution is eroding per-share value. 21% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit. Cash conversion at 1.3× PAT — earnings are well-backed by cash; strong accrual quality. Investing outflows exceed operating cash — the company relies on external funding to finance expansion.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue rose 11% sequentially — momentum is building.
Quarterly margins are compressing (26% → 20%) — more revenue isn't translating to proportionally more profit.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.1y median.
Promoters hold 73.9% — heavily owner-operated with strong skin in the game. Promoters reduced 9.7pp over 4 quarters — watch whether this is planned divestment or pledge invocations. FII stake up 5.4pp over 4 quarters — growing foreign interest. MF holding up 6.1pp — domestic institutional discovery underway.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.