J Kumar Infraprojects Ltd
J Kumar Infraprojects Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 revenue expected to grow by around 15%, targeting INR 6,500 crores. Targeting 15% increase in top line and bottom line for FY27 (Page 5).
From J Kumar Infraprojects Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 revenue expected to grow by around 15%, targeting INR 6,500 crores.
- FY28 revenue target is INR 7,500 crores, approximately one year behind the original billion-dollar revenue target planned for FY27.
- The original billion-dollar revenue target was based on a USD/INR rate of 75; currency fluctuations adjusted the timeline.
- Order inflows in FY27 expected at around INR 10,000 crores to cover past gaps and support growth.
- Possibility to revise upward if order book and execution accelerate beyond current estimates.
- Business expansion into pan-India markets like UP, Delhi, Chennai, including high-margin projects.
- EBITDA margin expected to slightly improve from 14-15% to 15-16%.
- Capex planned around INR 200-250 crores per year for next two years to support growth and projects.
- Q2 FY27 onwards expected ramp-up in project execution and revenue contribution.
Profitability & Margins
See what J Kumar Infraprojects Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY27 and FY28 capex planned is around INR 200-250 crores annually, including incremental capex and new order-related investments.
- Capex related to specific projects like GMLR and Chennai is ongoing.
- Investment in a property in Vizag of about INR 100 crores, expected to be off the balance sheet by Q2 FY27 with good ROI anticipated.
- Tunnel Boring Machine (TBM) fully procured and financed; capex on TBM mostly complete with around 10% of loan repaid; full repayment expected in 2-3 years.
- Strategic focus on bid opportunities in metros (Mumbai, Delhi, Pune) and elevated corridor projects, with selective order booking to maintain margin discipline.
- Buyback plans are considered but contingent on financial comfort; dividend historically preferred.
- Capex priority on projects where J. Kumar qualifies independently or participates via joint ventures for large projects.
Top-ranked in Construction
Ranked on what management guided this quarter
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 Infraprojects Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of March 31, 2026, the total order book stands at INR18,554 crores.
- Orders include metro projects, elevated and underground (11%), elevated corridors and flyovers (51%), roads and tunnels (18%), and others (20%).
- From April 1, 2026 to May 19, 2026, new orders worth approximately INR6,000 - 6,300 crores have been booked.
- Current order inflow includes projects in Maharashtra, Lucknow, Delhi Metro, and others.
- Expected order book for FY27 is projected to be around INR9,000 to INR10,000 crores.
- The company anticipates bidding for projects worth INR15,000 to INR20,000 crores in the current financial year.
- Pipeline projects are spread across Mumbai metro lines 5, 10, 13; Delhi metro; Pune; and other pan-India elevated corridor and expressway projects.
- Order book expected to reach approx. INR30,000 crores if new orders worth INR10,000 crores arrive as anticipated.
J Kumar Infraprojects Ltd — Quarterly revenue & net profit
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 →Continue your research
What J Kumar Infraprojects Ltd's management said in earlier quarters
Others in Construction this season
- Om Power Transmission Ltd (Q4 FY26)
FY26 year-end unexecuted order book stood at INR 621 crores, an all-time high, over 3x FY23 level and 41% higher than FY25 closing. Key concall takeaways from…
- Mold-Tek Technologies Ltd (Q4 FY26)
Improved shift productivity and incentive-based weekly reviews already showing 10%-15% productivity gain from April. Key concall takeaways from Mold-Tek…
- AVP Infracon Ltd (Q4 FY26)
Growth strategy includes bidding for larger orders (INR 150-200 crores) and growing existing verticals like solar EPC and pre-engineered buildings, although…
- Konstelec Engineers Ltd (Q4 FY26)
Current order book size stands at approximately ₹550 crore. Key concall takeaways from Konstelec Engg.'s Q4 FY26 earnings call — and how it ranks against…
Frequently Asked Questions
What were J Kumar Infraprojects Ltd Q4 FY26 results?
FY27 revenue expected to grow by around 15%, targeting INR 6,500 crores. Targeting 15% increase in top line and bottom line for FY27 (Page 5).
What is J Kumar Infraprojects Ltd share price analysis?
J Kumar Infraprojects Ltd currently shows a neutral. The stock trades at a P/E of 9.7 with a market cap of ₹3,765 Cr. Investors should review the full earnings analysis for detailed insights.
Is J Kumar Infraprojects Ltd planning capital expenditure?
FY27 and FY28 capex planned is around INR 200-250 crores annually, including incremental capex and new order-related investments. - Capex related to specific projects like GMLR and Chennai is ongoing. - Investment in a property in Vizag of about INR 100 crores, expected to be off the balance sheet by Q2 FY27 with good ROI anticipated. - Tunnel Boring Machine (TBM) fully procured and financed; capex on TBM mostly complete with around 10% of loan repaid; full repayment expected in 2-3 years. - Strategic focus on bid opportunities in metros (Mumbai, Delhi, Pune) and elevated corridor projects, with selective order booking to maintain margin discipline. - Buyback plans are considered but contingent on financial comfort; dividend historically preferred. - Capex priority on projects where J.
Keep J Kumar Infraprojects Ltd on your radar — track it to get its next earnings analysis in your feed.
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.