JK

J Kumar Infra

Q1 FY27Construction

J Kumar Infra Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price497
Market cap₹3.8K Cr
P/E9.9
Updated25 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

2 of 5 strong

RevenueRank 3
MarginRank 3
CapexYes
FundraiseNo
Order bookYes

The short version

FY27 revenue growth guidance: 15% year-on-year, targeting around INR6,500 crores. The company targets a topline of INR 7,500 crores by FY28, shifted from earlier FY27 guidance, maintaining EBITDA margins of 14%-15% (Page 18).

From J Kumar Infra's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 3
  • FY27 revenue growth guidance: 15% year-on-year, targeting around INR6,500 crores. (Pages 3, 7, 11)
  • Strong order book of INR22,000 crores plus additional INR5,500 crores orders and INR1,500 crores L1. (Page 7)
  • New projects to contribute significantly from Q2 and H2 FY27, with some projects like Vadhvan starting from Q3. (Pages 7, 11)
  • INR7,500 crores revenue target shifted from FY27 to FY28 with EBITDA margin of 14%-15%. (Page 18)
  • Optimistic about crossing INR8,000–10,000 crores order inflow in FY27, with potential for INR12,000–15,000 crores eventually. (Pages 7, 12)
  • Execution challenges due to monsoons and temporary issues resolved; projects progressing across multiple states. (Page 19)
  • Focus on disciplined execution backed by strong order pipeline and strategic vision for a stronger growth trajectory in FY27 and beyond. (Page 19)

Profitability & Margins

See what J Kumar Infra said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes
  • Maintenance capex is about INR 100 crores per year, considered routine.
  • Significant past capex included INR 350-400 crores for Chennai project (special launchers) and INR 400 crores for GMLR project (TBM).
  • For the next 2 years (FY27 and FY28), expected capex is around INR 150 crores per year, including maintenance capex.
  • No major new capex anticipated unless new big projects requiring special equipment are secured.
  • Recently completed part of capex related to TBMs and Chennai elevated corridor projects.
  • No immediate plans for fresh fund raising for capex at present.
  • Capex already incurred INR 34 crores in Q1 FY27.
  • Future capex primarily focuses on sustaining existing equipment and supporting ongoing projects with limited expansion.

Top-ranked in Construction

Ranked on what management guided this quarter

5x potential
1Dilip Buildcon
Rev 1Mar 3
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what J Kumar Infra said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Yes
  • Total order book as on June 30, 2026: INR 22,246 crores.
  • This includes:
  • - Elevated corridors and flyovers: 48%
  • - Roads and road tunnels: 20%
  • - Metro projects (elevated and underground): 9%
  • - Others: 23%
  • Order inflow in Q1 FY27: INR 5,500 crores.
  • Additional L1 position: INR 1,500 crores for Delhi Metro underground, making expected order book ~INR 7,000 crores.
  • Target order inflow for FY27: INR 8,000 to 10,000 crores.
  • Pipeline of potential bids worth INR 50,000 to 1,00,000 crores over next 9 to 12 months from projects like MSRDC, Shaktipeeth corridors, Uttan-Virar corridor, NHAI, DMRC contracts, and metros.
  • Company is optimistic to cross INR 10,000 crores order inflow in FY27 with potential to bid orders up to INR 15,000–20,000 crores at maintaining margins.

J Kumar Infra — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.6K Cr, net profit ₹105 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were J Kumar Infra Q1 FY27 results?

FY27 revenue growth guidance: 15% year-on-year, targeting around INR6,500 crores. The company targets a topline of INR 7,500 crores by FY28, shifted from earlier FY27 guidance, maintaining EBITDA margins of 14%-15% (Page 18).

What is J Kumar Infra share price analysis?

J Kumar Infra currently shows a below-average growth signal. The stock trades at a P/E of 9.9 with a market cap of ₹3,831 Cr. Investors should review the full earnings analysis for detailed insights.

Is J Kumar Infra planning capital expenditure?

Maintenance capex is about INR 100 crores per year, considered routine.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.