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JSW Steel Limited (JSWSTEEL) Fair Value & Analysis

Basic Materials · IN · Market cap ₹3.2T (≈ $33.5B) · ISIN INE019A01038

What is JSW Steel Limited really worth?

JS JSW Steel Limited JSWSTEEL · BSE
Price₹1,325
Fair Value₹1,119
Upside−15.6%
Quality56/100

A solid business, but trading 18% above our fair value of ₹1,119.

As of Aug 21, 2026, the fair value of JSW Steel Limited is ₹1,119 per share against a price of ₹1,325, so the fair value sits 16% below the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Strengths

Solidly profitable · 13.1% net margin
Moderate debt · generates free cash flow
Wide moat 65/100

Risks

!Mixed Growth (revenue 5y +18.5 %/yr)
Evidence: High Range ₹621.67 – ₹1,952

Fair value as of: Aug 21, 2026

From 24 valuation models · updated 16 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 (₹621.67 to ₹1,952). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

₹1,339 ₹502.09 Fair Value ₹1,119 Apr 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 21, 2026.

How to read this chart

60‑month range ₹502.09 – ₹1,339 · fair‑value band ₹621.67 – ₹1,952 · the ₹1,325 price screens above the ₹1,119 fair value. Dashed = 300-day average. As of Aug 21, 2026.

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Analysis

JSW Steel Limited (JSWSTEEL) currently trades at ₹1,325, while our model-based Fair Value estimate is ₹1,119, implying the stock looks roughly 18.5% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Basic Materials sector. Bull case: the Growth Earnings group reads highest at a median of ₹1,589 per share, and 7 of the 24 models we run sit above the ₹1,325 price. Bear case: the Asset-Based group reads lowest at ₹274.63, and 17 of the 24 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 13.1%. Revenue grew 9.8% year over year. It earns a return on equity of 27.3%. Net debt stands at ₹761B. Fundamentals as of Aug 21, 2026

Our scenario range runs from ₹621.67 (bear case) to ₹1,952 (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 about 1% below its 52-week high and 30% 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 −16%, 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 ₹44.15 per share, which is 3.9 % 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 ₹444.11 ₹968.88 ₹1,936 75
EPV ₹446.66 ₹551.76 ₹645.18 74
Growth DCF ₹440.29 ₹926.43 ₹1,811 74
All 24 models by family
DCF Models
FCF DCF ₹444.11 ₹968.88 ₹1,936 75
Owner Earnings ₹826.27 ₹1,689 ₹3,279 72
5Y Revenue Exit ₹573.53 ₹1,194 ₹2,051 70
5Y EBITDA Exit ₹685.42 ₹1,426 ₹2,370 72
5Y P/E Exit ₹784.42 ₹1,632 ₹2,617 68
10Y Revenue Exit ₹500.13 ₹1,087 ₹2,017 63
10Y EBITDA Exit ₹604.64 ₹1,263 ₹2,293 65
10Y P/E Exit ₹672.03 ₹1,418 ₹2,507 61
Earnings-Based
Graham-Dodd ₹621.67 ₹2,970 ₹4,087 64
Lynch FV ₹790.99 ₹1,130 ₹1,469 61
PEG = 1.0 ₹790.99 ₹1,130 ₹1,469 57
EPV ₹446.66 ₹551.76 ₹645.18 74
Multiples
P/E Multiple ₹1,166 ₹1,554 ₹1,943 63
P/S Multiple ₹838.97 ₹1,119 ₹1,398 58
P/B Multiple ₹922.25 ₹1,230 ₹1,537 55
EV/EBIT ₹855.27 ₹1,190 ₹1,525 66
EV/EBITDA ₹863.35 ₹1,201 ₹1,538 67
EV/Revenue ₹634.12 ₹969.71 ₹1,305 53
Asset-Based
NCAV (Graham) ₹204.94 ₹274.63 ₹409.89 54
Growth DCF
Growth DCF ₹440.29 ₹926.43 ₹1,811 74
Rev-Margin DCF ₹573.53 ₹1,171 ₹1,949 70
Economic Profit
Residual Income ₹631.68 ₹843.98 ₹4,277 64
ROIC Compounder ₹467.98 ₹717.03 ₹998.13 71
Growth Earnings
Growth-Adj P/E ₹1,112 ₹1,589 ₹2,066 67

Widest divergence: Growth Earnings (₹1,589) versus Asset-Based (₹274.63). Highest evidence: FCF DCF (75).

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Key figures & financial health

P/E ratio 13.1
P/S ratio 1.60 P/E × margin
EPS (TTM) ₹101.35 price ÷ EPS = P/E 13.1
Dividend yield 0.2% payout 2.8%
Net margin 12.3% FY2026
Return on equity 27.3% TTM
More key figures
Profitability
Return on assets (EBIT) 9.4% avg 5y
Operating margin 15.3% TTM
Growth
Revenue (TTM) ₹1.9T TTM
Revenue growth (YoY) +9.8% 3y avg +3.6%
EPS growth (YoY) +113%
Balance sheet & cash flow
Free cash flow ₹105B FY2026
Net debt ₹761B FY2026 · ≈ 7.2 yrs of FCF

Figures from reported company fundamentals · as of Aug 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 52 · Market factors (momentum, volatility) 70

Profitability 57
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 36
Earnings quality: real cash, not paper profit
Fin. Strength 48
Balance sheet, leverage, solvency risk
Investment 50
Disciplined investing over empire-building
Low Volatility 86
Calm price path (market factor)
Momentum 54
Price trend over the last 3–12 months (market factor)
52W Momentum 81
Distance to the 52-week high (market factor)
Net Issuance 79
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 engages in the manufacture and sale of iron and steel products in India and internationally. It provides 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 …

Full company description

JSW Steel Limited engages in the manufacture and sale of iron and steel products in India and internationally. It provides 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. The company is also involved in trades in steel and allied products, and iron ore products; logistic infrastructure, real estate, and mining; manufactures forged steel ball, slabs, plates, pipes, and double jointing; production of gaseous and liquid form of oxygen, nitrogen, argon, and other products recoverable from separation of air; scrap shredding; and operation of coke oven and pellet plant, and steel plant. Its products are used in automotive, general engineering, machinery, and 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 based 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 ₹1.8T in FY2026 versus ₹1.4T in FY2022, a compound +6.1%/yr. Reported net income was ₹223B in FY2026, compounding +1.9%/yr from FY2022.

Growth Quality 86/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
₹1.8T
Latest YoY
+9.3%
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.
+3.6%
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.
+18.5%
Avg. revenue growth/yr (10Y) 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.
+14.8%
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.
≈ +22.9% (approximate, leans on 2026) · in INR
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+22.7%
Dividend yield0.2%
Trend Two data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.5Y 22.7% vs 10Y 20.1%, steady
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.19.7% (2021) → 12.8% (2026) · falling
Worst earnings drop80% (2023) · in INR
⚠ Rate leans on 2026: that final year sits 431% above its own trend (e.g. a one-off disposal gain) and could not be adjusted
Revenue +6.1%/yr
FY22 ₹1.4T
FY23 ₹1.6T
FY24 ₹1.7T
FY25 ₹1.7T
FY26 ₹1.8T
Net income +1.9%/yr
FY22 ₹207B
FY23 ₹41.4B
FY24 ₹88.1B
FY25 ₹35.0B
FY26 ₹223B

JSWSTEEL screens 18% 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.BSE

Peer Group

Steel · 399 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 56 · Above median
Fair Value upside −19% · Below median
Return on equity (TTM) 27% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 13% · Top 25%
Operating margin (TTM) 15% · Top 25%
Revenue growth 10% · Above median
Dividend yield (TTM) 0.2% · Bottom 25%
Debt / equity 0.76× · Higher than 75% of peers

Valuation Multiples vs Steel median · lower = cheaper

P/E (TTM) 13.1× · Cheaper than median
P/B 3.16× · Pricier than 75% of peers
P/S (TTM) 1.67× · Pricier than 75% of peers
P/FCF 0.3× · Cheaper than median
EV/EBITDA 10.2× · Pricier than median
PEG 0.55× · Cheaper than median

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 21, 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 ₹188.79 ₹145.39 −23%
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 21, 2026, our model estimates a fair value of ₹1,119 versus a price of ₹1,325, about −16% upside (overvalued).
What is the fair value of JSWSTEEL?
Our model-based fair value for JSW Steel Limited is ₹1,119 (as of Aug 21, 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 56/100. 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 price target for JSW Steel Limited (JSWSTEEL)?
Our model-based price target is the fair value of ₹1,119 (as of Aug 21, 2026) from 24 valuation models. Cautious scenario ₹621.67, optimistic scenario ₹1,952. It is a calculation from audited fundamentals, not an analyst target.
What is the JSW Steel Limited stock forecast for 2026?
Our models put fair value at ₹1,119, about −16% upside versus a price of ₹1,325 (overvalued). Cautious scenario ₹621.67, optimistic scenario ₹1,952. The calculation is refreshed regularly with new filings.
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 21, 2026).
What is the net profit margin of JSWSTEEL?
The net profit margin of JSW Steel Limited is about 13.1%, meaning it keeps roughly 13.1% 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 0.22% relative to its recent price (as of Aug 21, 2026).
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