J.Kumar Infraprojects Limited has informed the Exchange: Disclosure under Regulation 30 and 46(2)(oa) of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 ( SEBI Listing Regulations ) - Enclosed herewith is the transcript of the Investors Conference Call as held on May 20, 2026.
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J.Kumar Infraprojects reported flat FY26 performance with revenue of INR 5,723 crores (up 1%) and EBITDA margin stable at 14.4%. The company turned cash positive with net debt of negative INR 264 crores. The order book stands at INR 18,554 crores, with FY27 intake already at INR 6,300 crores (including L1 orders of INR 1,770 crores). Management guided for 15% revenue growth to INR 6,500 crores and EBITDA margin improvement to 15-16% in FY27. Key projects like GMLR (TBM assembly underway, SAT expected by June 8) and Chennai flyover (50% complete) are progressing on schedule. The company disclosed a INR 100,000 crore opportunity pipeline in Maharashtra alone, including metro projects and the Uttan-Virar elevated corridor. Capex guidance is INR 200-250 crores for FY27-28. The board discussed buyback options versus dividend but decided to continue paying dividends.
Strong order book and cash position provide execution visibility. Management guided margin improvement, but declined to commit to multi-year targets when pressed on the earlier $1 billion revenue goal, suggesting near-term conservatism.