JSW Infra gains 3% after strong Q1. Can the rally sustain?

JSW Infrastructure has been making waves — both at ports and on the bourses. After delivering a strong June quarter, the company’s stock climbed nearly 3 per cent intraday on Wednesday (July 23, 2025), touching Rs 325.60 on the BSE. Backed by a solid 30 per cent jump in profit and 21 per cent revenue growth, the market gave the numbers a thumbs up. But the bigger question is — does the stock have steam left, or is it time to anchor? What just happened? The company posted a robust set of numbers for Q1 FY26: Metric Q1 FY26 YoY change Revenue Rs 1,080 crore 21 per cent Net profit Rs 390 crore 31 per cent Cargo volumes 23.6 MTPA 8 per cent What stood out was the rise in third-party cargo — now 52 per cent of total volumes. That means JSW Infra isn’t just ferrying goods for JSW Group companies anymore; it’s diversifying its client base, a key trigger for investors. Why the stock is in focus Strong earnings: Steady growth in profit and volumes shows operational efficiency. New wins: The Kolkata port concession boosts visibility. Third-party business: Higher share of external cargo po