J Kumar Infraprojects , a leading infrastructure construction company, has reported robust financial results for the first quarter, demonstrating strong growth and operational excellence.

Financial Highlights

• Revenue from operations grew by 16% to ₹1,484.00 crores, compared to ₹1,281.00 crores in the same quarter of the previous year
• EBITDA increased by 18% to ₹217.00 crores, with margins improving to 14.6% from 14.4%
• Profit After Tax (PAT) rose by 19% to ₹103.00 crores, with PAT margin expanding to 7% from 6.8%
• The company maintains a robust order book of ₹20,946.00 crores
• J. Kumar Infraprojects is cash positive with net debt at negative ₹159.00 crores

Operational Performance and Outlook

The company's Managing Director, Nalin Gupta, expressed confidence in the company's performance and future prospects. He stated, "We are pleased to start the fiscal year on a strong note, continuing our trend of consistent performance and operational excellence."

J. Kumar Infraprojects focuses on EPC (Engineering, Procurement, and Construction) projects across various infrastructure segments, including metros, elevated corridors, tunnels, and water infrastructure. The company avoids BOT (Build-Operate-Transfer) projects, preferring to concentrate on its core competencies.

Key ongoing projects include:

1. Chennai Elevated Corridor (₹4,200.00 crores)
2. GMLR (Goregaon-Mulund Link Road) tunnel project with TBM deployment
3. Various metro projects across India

Order Inflow and Future Projects

Management expects ₹6,000.00 crores in new order inflows for the financial year, targeting around ₹2,000.00 crores in the second quarter. The company is actively bidding for several projects, including:

• Thane Metro
• Pune Metro elevated and underground corridor
• Mumbai Metro Lines 10, 11, and 13
• Delhi Metro underground package
• BMC's Lagoon Bridge tender

Financial Guidance

The company maintains its revenue growth guidance of 15% for the current fiscal year. Management expects EBITDA margins to reach 15-16% over the next 6-8 quarters, showing confidence in improving profitability.

Industry Outlook

Nalin Gupta commented on the industry outlook, stating, "Overall, the government is very pushy about infrastructure. I think we should be having a healthy order book going forward in this 2 to 3 years' time on a regular basis." He expressed optimism about increased tendering activity in the second half of the fiscal year.

Conclusion

J. Kumar Infraprojects' strong quarterly performance, coupled with its robust order book and positive industry outlook, positions the company well for sustained growth. The management's focus on operational efficiency and strategic project selection continues to drive the company's success in the competitive infrastructure sector.

J Kumar Infraprojects , a prominent infrastructure firm, has unveiled its ambitious growth plans for the fiscal year 2026 (FY26), projecting a robust revenue growth of 15-16%. The company, known for its expertise in civil engineering and infrastructure development, has also set its sights on a substantial order inflow target of ₹6,000 crore for the same period.

Financial Outlook

The Mumbai-based company has expressed confidence in its financial performance, with expectations to maintain its EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) margin at 14-15%. Furthermore, J Kumar Infraprojects aims to improve this margin to 15-16% over the next 6-8 quarters, indicating a focus on operational efficiency and profitability.

Working Capital and Capital Expenditure

J Kumar Infraprojects has provided insights into its operational metrics, stating that the working capital is expected to remain steady at 120-125 days. This suggests a stable cash conversion cycle for the company.

In terms of capital expenditure (CAPEX), the infrastructure firm has outlined a significant investment plan:

• Total CAPEX guidance: ₹550-600 crore over the next two years
• Maintenance allocation: ₹100 crore

This allocation highlights the company's commitment to upkeeping its existing assets and infrastructure while investing in growth.

Industry Position and Future Prospects

The projected growth and substantial order inflow target reflect J Kumar Infraprojects' strong position in the infrastructure sector and its optimistic outlook for the coming years. The company's focus on maintaining healthy margins while pursuing growth indicates a balanced approach to expansion and profitability.

As the infrastructure sector continues to play a crucial role in India's economic development, J Kumar Infraprojects' growth projections and investment plans align with the broader industry trends and government initiatives in infrastructure development.

Recent Corporate Actions

According to the latest LODR (Listing Obligations and Disclosure Requirements) data, J Kumar Infraprojects Limited held a conference call on July 30, 2025, to discuss the company's unaudited financial results for the first quarter ended June 30, 2025. The audio recording of this conference call has been made available on the company's website, www.jkumar.com , demonstrating transparency in its communications with investors and stakeholders.

Additionally, the company has published its unaudited financial results for the first quarter ended June 30, 2025, in both English and Marathi newspapers, namely Financial Express and Mumbai Lakshadeep, respectively. This information has also been disseminated on the company's website, ensuring wide accessibility to stakeholders.

As J Kumar Infraprojects moves forward with its growth strategy, investors and industry observers will be keenly watching the company's performance in achieving its ambitious targets for FY26.