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Investor Presentation

J Kumar Infraprojects Investor Presentation: Key Takeaways

Q1 FY27 revenue grew 2% to INR 1,511 Cr, while PAT moderated 6% to INR 97 Cr due to external execution headwinds including water usage restrictions and geopolitical factors.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growth15% for FY27
MarginsExpect steady 14% to 15% EBITDA margins
Order bookINR 22,246 Cr as of June 30, 2026
Demand visibilityStrong bid pipeline of INR 50,000 Cr to 1 Lakh Cr
Management confidenceHigh

Growth

Revenue grew 2% YoY; EBITDA margins slightly compressed to 14.1% from 14.6%.

Outlook

Guided 15% revenue growth for FY27 (~INR 6,500 Cr) and 14-15% EBITDA margins; targeting INR 10,000 Cr order inflow.

Risks

Execution delays from water usage bans, land acquisition, tree-cutting permissions, and monsoon impacts.

Last quarter's promises, checked

Delivered

  • Guided 14-15% EBITDA margin → delivered 14.1% (= BEAT)
  • Guided negative net debt → delivered cash positive status (= BEAT)

Partly delivered

  • Targeted INR 10,000 Cr annual inflow → delivered INR 3,692 Cr in Q1 (= PARTIAL)

Missed

  • Guided 15% revenue growth for FY27 → delivered 2% in Q1 (= MISS)
Source

Investor Presentation filed with NSE, 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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