Antique on JSPL stock: Buy rating, expects 30% upside from current levels

Antique has reiterated its ‘Buy’ rating on Jindal Steel & Power Limited (JSPL), citing robust growth prospects from the company’s capacity expansion plans. JSPL’s current market price (CMP) is ₹907.65, with a target price of ₹1,183, indicating an upside potential of approximately 30%.

The company is on track to commission several key projects, including BF-II, BOF-II, ACPP-II, and a slurry pipeline, over the next couple of quarters. These developments aim to enhance JSPL’s crude steel-making capacity to 15.9 million tonnes per annum (mtpa), a 1.7x increase from current levels.

Additionally, domestic long product prices have been trading at a premium to flat HRC prices in the third quarter of FY25, a trend that benefits JSPL. The company’s net debt-to-EBITDA ratio of 1.2x is the best among Indian peers, showcasing its strong financial position.

Disclaimer: The above information is for informational purposes only and does not constitute investment advice. Please consult your financial advisor before making any investment decisions.

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