J.Kumar Infraprojects Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

J. Kumar Infraprojects (JKIL) reported Q1 FY27 revenue up 2% to ₹1,511 Cr, with EBITDA at ₹215 Cr (14.1% margin) and PAT at ₹97 Cr (6.4% margin). Growth was impacted by temporary external factors like water restrictions. The order book stands at ₹22,246 Cr as of June 30, 2026. Recent order inflows total ₹5,500 Cr, plus a ₹1,500 Cr Delhi Metro L1. Management targets ₹8,000-₹10,000 Cr in new orders and 15% revenue growth for FY27, aiming for ₹6,500 Cr. EBITDA margins are expected at 14-15%. Key projects like GMLR are seeing accelerated execution with a TBM launch imminent. The company is focused on strong margins and prudent execution.