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JSW Steel Limited (JSWSTEEL) Fair Value & Analysis

Basic Materials · IN · Market cap ₹3.0T (≈ $31.7B) · ISIN INE019A01038

What is JSW Steel Limited really worth?

JS JSW Steel Limited JSWSTEEL · NSE
Price₹1,325
Fair Value₹1,140
Upside−14.0%
Quality52/100

A solid business, but trading 16% above our fair value of ₹1,140.

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Strengths

Solidly profitable · 12.0% net margin
Moderate debt · generates free cash flow
Wide moat 65/100

Risks

!Expensive Growth (revenue 5y +18.4 %/yr)
!Mixed vs. peers (8/14)
!Weak on valuation: 15 out of 100
!Weak on dividend: 11 out of 100

For context

·0.54% dividend yield
Evidence: High Range ₹621.71 – ₹1,703

Fair value as of: Aug 30, 2026

From 26 valuation models · updated 6 days ago

Share price −0.4% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The model range is unusually wide (₹621.71 to ₹1,703). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (52/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

₹1,341 ₹502.25 Fair Value ₹1,140 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.

How to read this chart

60‑month range ₹502.25 – ₹1,341 · fair‑value band ₹621.71 – ₹1,703 · the ₹1,325 price screens above the ₹1,140 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 30, 2026.

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Analysis

JSW Steel Limited (JSWSTEEL) currently trades at ₹1,325, while our model-based Fair Value estimate is ₹1,140, implying the stock looks roughly 16.3% overvalued today. The Quality Score stands at 52/100 (solid quality), in the Basic Materials sector. Bull case: the Growth Earnings group reads highest at a median of ₹1,743 per share, and 5 of the 26 models we run sit above the ₹1,325 price. Bear case: the Asset-Based group reads lowest at ₹274.64, and 21 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, JSW Steel Limited generated revenue of ₹1.9T at a net margin of 12.0%. Revenue grew 14.2% year over year. It earns a return on equity of 27.3%. Net debt stands at ₹583B. Fundamentals as of Aug 30, 2026

Our scenario range runs from ₹621.71 (bear case) to ₹1,703 (bull case); at ₹1,325, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 35% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −29% fair-value upside, at −14%, JSWSTEEL screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹36.21 per share, which is 3.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence ₹126.20 ₹385.31 77
Growth DCF ₹110.84 ₹336.99 75
EPV ₹533.27 ₹652.40 ₹758.30 74
All 26 models by family
DCF Models
FCF DCF best evidence ₹126.20 ₹385.31 77
Owner Earnings ₹881.66 ₹1,900 ₹3,863 71
5Y Revenue Exit ₹434.41 ₹1,062 ₹1,966 68
5Y EBITDA Exit ₹506.56 ₹1,217 ₹2,159 71
5Y P/E Exit ₹672.20 ₹1,574 ₹2,664 68
10Y Revenue Exit ₹268.65 ₹834.40 ₹1,804 61
10Y EBITDA Exit ₹346.97 ₹953.82 ₹1,976 63
10Y P/E Exit ₹461.36 ₹1,228 ₹2,427 59
Earnings-Based
Graham-Dodd ₹621.71 ₹3,322 ₹4,602 63
Lynch FV ₹917.11 ₹1,310 ₹1,703 61
PEG = 1.0 ₹917.11 ₹1,310 ₹1,703 57
EPV ₹533.27 ₹652.40 ₹758.30 74
Dividend Discount
Gordon GGM ₹27.00 ₹58.93 ₹99.16 65
DDM Multi-Stage ₹27.00 ₹48.28 ₹61.42 66
Multiples
P/E Multiple ₹1,166 ₹1,554 ₹1,943 63
P/S Multiple ₹854.85 ₹1,140 ₹1,425 58
P/B Multiple ₹922.31 ₹1,230 ₹1,537 55
EV/EBIT ₹728.00 ₹1,018 ₹1,308 66
EV/EBITDA ₹774.49 ₹1,080 ₹1,385 67
EV/Revenue ₹612.02 ₹935.10 ₹1,258 53
Asset-Based
NCAV (Graham) ₹204.96 ₹274.64 ₹409.91 54
Growth DCF
Growth DCF ₹110.84 ₹336.99 75
Rev-Margin DCF ₹434.41 ₹1,027 ₹1,828 69
Economic Profit
Residual Income ₹666.49 ₹967.37 ₹6,950 64
ROIC Compounder ₹605.50 ₹937.68 ₹1,281 71
Growth Earnings
Growth-Adj P/E ₹1,220 ₹1,743 ₹2,266 67

Widest divergence: Growth Earnings (₹1,743) versus Dividend Discount (₹48.28). Highest evidence: FCF DCF (77).

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Key figures & financial health

P/E ratio 14.5
P/S ratio 1.75 P/E × margin
EPS (TTM) ₹91.21 price ÷ EPS = P/E 14.5
Dividend yield 0.5% payout 7.8%
Net margin 12.0% FY2026
Return on equity 27.3% TTM
More key figures
Profitability
Return on assets (EBIT) 25.0% avg 5y
Operating margin 18.8% TTM
Growth
Revenue (TTM) ₹1.9T TTM
Revenue growth (YoY) +14.2% 3y avg +3.8%
EPS growth (YoY) +992%
Balance sheet & cash flow
Free cash flow ₹22.7B FY2026
Net debt ₹583B FY2026 · ≈ 25.7 yrs of FCF

Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 52/100

Of which business quality 49 · Market factors (momentum, volatility) 70

Profitability 54
Margins and returns on capital today
Quality Growth 59
Are margins and returns improving?
Cashflow 20
Earnings quality: real cash, not paper profit
Fin. Strength 47
Balance sheet, leverage, solvency risk
Investment 50
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 53
Price trend over the last 3–12 months (market factor)
52W Momentum 78
Distance to the 52-week high (market factor)
Net Issuance 80
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

JSW Steel Limited manufactures and sells iron and steel products in India and internationally. The company offers color coated steel products, color-coated roofing sheets, galvalume coil and sheets, aluminum-zinc sheets, galvanized corrugated sheets, tin plate products, lead-free coils and sheets, Al-Zn-Mg coated galvanized steel, multi-utility steel …

Full company description

JSW Steel Limited manufactures and sells iron and steel products in India and internationally. The company offers color coated steel products, color-coated roofing sheets, galvalume coil and sheets, aluminum-zinc sheets, galvanized corrugated sheets, tin plate products, lead-free coils and sheets, Al-Zn-Mg coated galvanized steel, multi-utility steel sheets, hot rolled and cold-rolled coils, cold rolled close annealed, electrical, coated steel products, TMT bars, wire rods, alloy steel products, and steel doors under the JSW Silveron+, JSW Radiance, JSW Everglow, JSW Colouron+, JSW Pragati+, JSW Vishwas, JSW Vishwas+, JSW Galvos, JSW Galveco, JSW Platina, JSW Neosteel, JSW Trusteel, JSW Avante, and JSW Magsure brands. It also trades in steel and allied products, and iron ore products; logistic infrastructure, real estate, and mining; and manufactures paints, forged steel ball, slabs, plates, pipes, and double jointing. In addition, the company engages in the production of gaseous and liquid form of oxygen, nitrogen, argon, and other products recoverable from separation of air; scrap shredding; management of logistic infrastructure of piombinos port area; and operation of coke oven and pellet plant, and steel plants. Its products are used in automotive, general engineering, machinery, projects, and construction sectors. The company was formerly known as Jindal Vijayanagar Steel Limited and changed its name to JSW Steel Limited in June 2005. JSW Steel Limited was founded in 1982 and is headquartered in Mumbai, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

JSW Steel Limited reported revenue of ₹1.9T in FY2026 versus ₹1.5T in FY2022, a compound +6.1%/yr. Reported net income was ₹223B in FY2026, compounding +1.9%/yr from FY2022.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹1.9T
Latest YoY
+9.9%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.8%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.4%
Avg. revenue growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+17.1%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+23.3% (22.8 + 0.5)
Revenue +6.1%/yr
FY22 ₹1.5T
FY23 ₹1.7T
FY24 ₹1.8T
FY25 ₹1.7T
FY26 ₹1.9T
Net income +1.9%/yr
FY22 ₹207B
FY23 ₹41.4B
FY24 ₹88.1B
FY25 ₹35.0B
FY26 ₹223B
Character of growth · EPS growth decomposed (2015-2026) +17.6 % p.a.
Revenue per share +13.9 %

of which total revenue +14.0 % · buybacks/dilution −0.1 %

EBIT margin −4.2 %
Tax rate +1.5 %
Residual (interest, one-offs) +6.2 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

JSWSTEEL screens 16% overvalued. Compare with Nucor Corporation →

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Cite: Fair Value Calculator (2026). "JSW Steel Limited Fair Value". https://www.fairvalue-calculator.com/stock/JSWSTEEL

Peer Group

Steel · 398 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 52 · Above median
Fair Value upside −14% · Above median
Return on equity (TTM) 27% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 12% · Top 25%
Operating margin (TTM) 19% · Top 25%
Revenue growth 14% · Top 25%
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.76× · Higher than 75% of peers

Valuation Multiples vs Steel median · lower = cheaper

P/E (TTM) 14.5× · Cheaper than median
P/B 2.99× · Pricier than 75% of peers
P/S (TTM) 1.62× · Pricier than 75% of peers
P/FCF 1.4× · Pricier than median
EV/EBITDA 10.3× · Pricier than median

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE15 · sector 12
FUTURE71 · sector 2
PAST100 · sector 16
HEALTH62 · sector 95
DIVIDEND11 · sector 49

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Steel stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).

Stock Price Fair Value vs Fair Value
Nucor Corporation NUE $250.50 $116.05 −54%
ArcelorMittal S.A MT €64.60 €46.04 −29%
Steel Dynamics, Inc STLD $234.67 $127.14 −46%
500228 500228 ₹1,292 ₹1,079 −16%
Tata Steel Limited TATASTEEL ₹186.80 ₹145.39 −22%
Reliance, Inc RS $387.59 $217.81 −44%
Baoshan Iron & Steel Co 600019 ¥5.91 ¥8.07 +37%
POSCO Holdings PKX $63.13 $85.21 +35%
Jindal Steel & Power Limited JINDALSTEL ₹1,114 ₹429.44 −61%
Lloyds Metals and Energy Limited LLOYDSME ₹1,891 ₹793.69 −58%

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Frequently asked questions

Is JSW Steel Limited (JSWSTEEL) overvalued or undervalued?
As of Aug 30, 2026, our model estimates a fair value of ₹1,140 versus a price of ₹1,325, about −14% upside (overvalued).
What is the fair value of JSWSTEEL?
Our model-based fair value for JSW Steel Limited is ₹1,140 (as of Aug 30, 2026), built from audited fundamentals. The current price: ₹1,325.
What is the quality score of JSWSTEEL?
JSW Steel Limited has a Quality Score of 52/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of JSW Steel Limited (JSWSTEEL)?
JSW Steel Limited reported trailing-twelve-month revenue of about ₹1.9T (latest available figure, as of Aug 30, 2026).
What is the net profit margin of JSWSTEEL?
The net profit margin of JSW Steel Limited is about 12.0%, meaning it keeps roughly 12.0% of revenue as net income. Based on the latest reported figures.
Does JSW Steel Limited pay a dividend?
JSW Steel Limited currently shows a dividend yield of about 0.54% relative to its recent price (as of Aug 30, 2026).
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