JSW Infrastructure Acquires Railway Rakes Business for ₹1,212 Crore

JSW Infrastructure has announced the acquisition of a railway rakes business, acquiring 100% equity in JSW Mineral Rail Logistics, JSW Rail Infra Logistics, and JSW (South) Rail Logistics for an enterprise value of ₹1,212 crore. The deal includes 25 operational rakes and is expected to enhance the company’s logistics capabilities and revenue stability.

Acquisition Overview

JSW Infrastructure is set to strengthen its logistics operations by acquiring the railway rakes business. This includes the acquisition of 100% equity in JSW Mineral Rail Logistics Pvt Ltd (JMRL), JSW Rail Infra Logistics Pvt Ltd (JRIL), and JSW (South) Rail Logistics Pvt Ltd (JSRL) via a Share Purchase Agreement with JSW Shipping & Logistics Pvt Ltd (JSL). The overall enterprise value for this acquisition is ₹1,212 crore.

Key Details of the Transaction

The transaction includes:

  • 6 rakes (all on-line) of JRIL
  • 19 rakes (15 on-line & 4 to be deployed) of JMRL
  • JSRL – Licenses to operate rakes while route approvals are underway to order & deploy 20 rakes
  • Strategic Benefits

  • Provides strategic access to rail rakes, especially given the moratorium on new GPWIS licenses until Feb 2027.
  • Ensures operational readiness with 25 railway rakes operational by March 2026.
  • Offers revenue stability through long-term agreements with anchor customers.
  • Creates synergy with existing ports and logistics business.
  • Financial Outlook

    The acquisition is expected to be value-accretive with an EV/EBITDA multiple of 8.1x on FY27. It aligns with JSWIL’s goal of achieving ₹8,000 crore topline by FY2030.

    Next Steps

  • Shareholders Approval: Expected in Q4 FY2026
  • Railway Approval: Expected in Q4 FY2026
  • Financial Integration: Anticipated in Q1 FY2027
  • Source: BSE

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