J.Kumar Infraprojects Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

J. Kumar Infraprojects Q2 & H1 FY'26 call reported H1 revenue up 10% to INR 2,826 Cr. EBITDA grew 10% to INR 411 Cr (margin 14.6%), PAT up 10% to INR 195 Cr (margin 6.9%). Order book stood at INR 20,160 Cr.

Management revised FY'26 revenue guidance to INR 6,200-6,300 Cr (11% YoY growth) due to extended monsoon impacting Q2 execution, but maintains 14-15% EBITDA margin. They anticipate INR 5,000-6,000 Cr order inflows this fiscal, with an INR 20,000-25,000 Cr bid pipeline for H2. Key projects like Chennai Elevated Corridor, MMRDA, NBCC are in full swing, and GMLR tunneling is progressing for substantial revenue next year. The company emphasizes resilience and engineering excellence, maintaining a confident outlook for H2 and future growth.