JSW Energy Rules Out Nuclear Push, Faces Infra Appeal Drama: Strategic Clarity Amid Group Updates

JSW Energy Nuclear Stance
JSW Energy responded to NSE query on January 30, 2026, amid media buzz on nuclear entry by 2030 (PHWR/SMR tech). Company states it evaluates energy opportunities but has no plans for significant nuclear capex now; committed to SEBI disclosures.

This tempers expectations post India Energy Week comments on pilot plants, land scouting.

JSW Infra Legal Update
JSW Infrastructure disclosed TNPPA appealed NCLT order favoring subsidiary Ennore Coal Terminal Pvt Ltd (ECTPL). Dispute likely tariff/power purchase; firm asserts no effect on financials/operations, will defend vigorously.
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ECTPL previously faced GST SCN (₹96.58 Cr, resolved/ongoing).

Key Highlights

• No Nuclear Capex: JSW Energy no significant nuclear investment currently; growth via renewables/thermal.
• ​Appeal Details: TNPPA vs ECTPL on NCLT ruling; JSW Infra unimpacted financially.
• ​Context: Nuclear buzz from execs eyeing 2030 plant; Infra eyes 400 MTPA ports by FY30.
• Investor Note: Both firms affirm regulatory compliance; watch Q3 results, expansions.

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Sources: Prysm.fi, Economic Times, Marketscreener, Tickertape.