J Kumar Infraprojects , a leading infrastructure development company, has announced strong financial results for the second quarter and first half of fiscal year 2026, demonstrating resilient growth and operational efficiency in a dynamic market environment.

Key Financial Highlights for H1 FY26

• Revenue Growth: Consolidated revenue increased by 10% year-on-year to ₹2,826.00 crores, up from ₹2,574.00 crores in H1 FY25.
• EBITDA Performance: EBITDA grew by 10% to ₹411.00 crores, maintaining a stable margin of 14.6%.
• Profit After Tax: PAT rose by 10% to ₹194.00 crores, reflecting consistent bottom-line growth.
• Order Book Strength: The company maintains a robust order book of ₹20,160.00 crores as of September 30, 2025.

Q2 FY26 Performance

For the quarter ended September 30, 2025, J. Kumar Infraprojects reported:

• Revenue of ₹1,343.00 crores, a 4% increase from Q2 FY25
• EBITDA of ₹195.00 crores, up 3% year-on-year
• PAT of ₹91.00 crores, a marginal increase of 0.4% compared to the same quarter last year

Financial Position and Project Diversity

The company's financial position remains strong, with a net cash positive position of ₹124.00 crores as of September 30, 2025. This liquidity provides J. Kumar Infraprojects with the flexibility to pursue new opportunities and manage ongoing projects efficiently.

The order book composition reflects a diverse project portfolio:

• Metro projects (elevated and underground): 13%
• Elevated corridors and flyovers: 53%
• Roads and road tunnels: 17%
• Other infrastructure projects: 17%

This diversification helps mitigate risks associated with sector-specific fluctuations and ensures a steady pipeline of projects across various infrastructure segments.

Management Commentary

Kamal J. Gupta, Managing Director of J. Kumar Infraprojects, expressed confidence in the company's performance and future outlook. He stated, "As we wrap up the first half of FY2026, I'm encouraged by the steady progress we've made and the resilience our teams continue to demonstrate. While the first half has been a period of balanced performance, it's also strengthened the foundation for a stronger second half and the years ahead."

Gupta further added, "Our order book remains solid, execution velocity is improving, and our capabilities across key verticals continue to evolve. Each milestone — big or small — reflects the dedication of our people and the trust of our clients and partners."

Future Outlook

The management remains optimistic about the company's growth trajectory, focusing on:

1. Leveraging the strong order book for sustained revenue growth
2. Improving execution efficiency to enhance margins
3. Expanding capabilities in key infrastructure segments
4. Capitalizing on emerging opportunities in urban infrastructure development

With its strong financial position, diverse project portfolio, and strategic focus on core infrastructure segments, J. Kumar Infraprojects appears well-positioned to capitalize on India's ongoing infrastructure development drive.

Investors and market watchers will likely keep a close eye on the company's execution capabilities and order inflow in the coming quarters, as these factors will be crucial in determining the sustainability of its growth momentum in a competitive infrastructure sector.

Key Financial Metrics (Consolidated)

The company's consistent performance across key financial metrics underscores its operational efficiency and ability to navigate market challenges effectively.

J Kumar Infraprojects Ltd, a prominent player in the construction and engineering sector, has reported its financial results for the quarter ended September 30, along with a significant fundraising plan.

Financial Highlights

• Revenue: J Kumar Infraprojects recorded revenue from operations of ₹1,33,696.98 lakhs for the quarter.
• Net Profit: The company reported a profit after tax of ₹9,146.36 lakhs.
• Financial Review: The Board of Directors approved the Statement of Unaudited Standalone and Consolidated Financial Results, accompanied by a Limited Review Report from statutory auditors.

Fundraising Plan

The Board of Directors has approved a fundraising plan of up to ₹800 crores. Key points of the plan include:

• Funds to be raised through the issuance of equity shares or other eligible securities.
• Various methods may be employed, including public and/or private offerings, preferential allotment, and qualified institutional placement.
• The plan is subject to necessary approvals, including shareholder consent.
• A committee has been constituted to handle matters related to the proposed fundraising.
• Approval given for convening a shareholders' meeting to seek approval for the fundraising proposal.

Postal Ballot for Shareholder Approval

J Kumar Infraprojects has issued a postal ballot notice seeking shareholder approval for the fundraising plan. Important details include:

• The company aims to raise up to ₹800 crores through various securities including equity shares, convertible instruments, and other financial instruments.
• The fundraising may occur in one or more tranches.
• The e-voting period for shareholders runs from November 28 to December 27.
• Funds are intended for capital expenditure, debt repayment, working capital requirements, and general corporate purposes.

Market Implications

This fundraising initiative may strengthen the company's financial position and support its growth plans. The move comes at a time when the infrastructure sector in India is experiencing increased government spending and urban development initiatives.

Future Outlook

Investors and analysts may closely watch how J Kumar Infraprojects utilizes the proposed funds. The company's ability to leverage its current market position and financial strength could be crucial in navigating the challenges and opportunities in the construction and engineering sector.

As J Kumar Infraprojects continues to play a role in India's infrastructure development, its financial performance and strategic decisions may remain of interest to stakeholders in the coming quarters.