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Investor Presentation

J Kumar Infraprojects Investor Presentation: Key Takeaways

J. Kumar Infraprojects reported Q1 FY27 consolidated revenue of ₹1,511 Cr, a 2% YoY increase, with EBITDA margins at 14.2%. The company maintains a robust order book of ₹22,246 Cr.

Highlights
MarginsEBITDA margin at 14.2% vs 14.6% YoY.
Order book₹22,246 Cr as of June 30, 2026.
Demand visibilityStrong; order book at 3.9x FY26 revenue.

Growth

Revenue up 2% YoY to ₹1,511 Cr; PAT moderated 6% YoY to ₹97 Cr for Q1 FY27.

Outlook

Order book of ₹22,246 Cr provides visibility. Q1 FY27 saw new order awards worth ₹4,556 Cr.

Risks

Moderation in PAT and EBITDA margins; high geographical concentration with 65% order book in Maharashtra.

Last quarter's promises, checked

Delivered

  • Guided 14-15% EBITDA margin → delivered 14.2% (= BEAT)
  • Guided ₹9,000-10,000 Cr order inflow → delivered ₹4,556 Cr in Q1 alone (= BEAT)

Partly delivered

  • Guided net debt free/cash positive → delivered gross debt increase to ₹840 Cr (= PARTIAL)

Missed

  • Guided 15% revenue growth → delivered 2% YoY (= MISS)
  • Guided 15% PAT growth → delivered -6% YoY (= MISS)
Source

Investor Presentation filed with BSE, NSE: JKIL. Summary written with AI assistance from the document.

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J Kumar Infraprojects Ltd: key numbers

Share price
₹473.55
Market cap
₹3,583 Cr
Revenue (annual)
₹5,723 Cr
Net profit (annual)
₹386.6 Cr
P/E (TTM)
9.4×Sector 33.0×
Promoter holding
46.65%+0.00% QoQ
FII holding
11.68%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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