External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

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Equity Bottom-Up

<ul><li>Motilal Oswal's research report onJSW Infrastructure JSW Infrastructure (JSWINFRA) reported a revenue growth of 20% YoY to INR10.9b (12% above our estimate) in 4QFY24.</li><li>The company handled cargo volumes of 29.3MMT (+9% YoY) in 4Q. The share of third-party cargo increased to 46% in 4QFY24 from 37% in 4QFY23.</li><li>EBITDA margin came in at 53% vs. our estimate of 52.7% (up 150bp YoY, up 200bp QoQ). EBITDA grew 23% YoY to INR5.8b, backed by increased cargo volumes. APAT increased 7% YoY to INR3.7b (our est. INR3.2b). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Motilal Oswal's research report onJSW Infrastructure JSW Infrastructure (JSWINFRA) reported a revenue growth of 20% YoY to INR10.9b (12% above our estimate) in 4QFY24.The company handled cargo volumes of 29.3MMT (+9% YoY) in 4Q. The share of third-party cargo increased to 46% in 4QFY24 from 37% in 4QFY23.EBITDA margin came in at 53% vs. our estimate of 52.7% (up 150bp YoY, up 200bp QoQ). EBITDA grew 23% YoY to INR5.8b, backed by increased cargo volumes. APAT increased 7% YoY to INR3.7b (our est. INR3.2b). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

JSW Infrastructure - Robust 4Q Led by Higher Third-Party Volumes; Outlook Bright

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

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Asia Monthly - 2024 Asia Credit Outlook And 2023 In Review - Lucror Analytics

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India

JSW Infrastructure Limited operates and manages ports and terminals. The Company handles various types of cargo, including dry bulk, break bulk, liquid bulk, gases, and containers, as well as offers cargo handling, end-to-end logistics, and storage solutions. JSW Infrastructure serves customers in India.

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JSW Infrastructure (JSWINFRA IN)

JSW Infrastructure - Robust 4Q Led by Higher Third-Party Volumes; Outlook Bright

Motilal Oswal's research report onJSW Infrastructure JSW Infrastructure (JSWINFRA) reported a revenue growth of 20% YoY to INR10.9b (12% above our...

Motilal Oswal

Weekly Wrap - 19 Jan 2024

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Weekly Wrap - 12 Jan 2024

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Asia Monthly - 2024 Asia Credit Outlook And 2023 In Review - Lucror Analytics

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Lucror Analytics

Weekly Wrap - 05 Jan 2024

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