J.Kumar Infraprojects Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

J. Kumar Infraprojects (JKIL) delivered strong Q1 FY'26 financial results, with revenue up 16% to ₹1,484 Cr, EBITDA up 18% to ₹217 Cr, and PAT rising 19% to ₹103 Cr, maintaining solid margins. The company's order book remains robust at ₹20,946 Cr as of June 30, 2025, offering strong revenue visibility. Management targets 15-16% revenue growth and aims for 15-16% EBITDA margins in the next 6-8 quarters. JKIL anticipates ₹5,000-6,000 Cr in new order inflows this fiscal year, focusing on EPC contracts in metros, elevated corridors, tunnels, and water infrastructure, expecting significant government tenders in H2. The company remains cash positive.