JSW Infra Shares Surge 7% Despite Guidance Cut: Why Investors Remain Bullish

• JSW Infra shares gained 7% on Monday, January 19, despite a cut in its full-year volume growth guidance for FY26 from 8-10% to 5-6%.
• The company projects ambitious growth plans for the next three years, including a ₹9,000 crore capital expenditure between FY25 and FY30.
• Revenue is expected to reach ₹11,650 crore by FY28, with EBITDA projected to hit ₹5,000 crore in the same period.
• Volume capacity is set to increase significantly from 177 MTPA to 299 MTPA by FY28, indicating long-term expansion.
• Brokerage firms Jefferies and JM Financial maintained "buy" ratings, citing sustained valuation premium, high growth, and low leverage.

Why It Matters: JSW Infra's long-term growth prospects and strong brokerage confidence outweigh near-term guidance adjustments.