J Kumar Infraprojects Ltd.
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ABOUT
AI Sector View
AI GENERATEDConstruction
Construction fundamentals are strong, led by government and infrastructure spending. Capital expenditure was up 66% YoY (2026-06), cement output grew 13.1% YoY (2026-07), and the sector also benefits from improving housing and GFCF conditions. FPI flows turned supportive with INR 1720 crore net inflow over 3 months to 2026-08-31 from INR -9439 crore in the prior 3 months, reinforcing the positive view.
PROS
- Company has delivered good profit growth of 43.1% CAGR over last 5 years
- Company has delivered good sales growth of 17.2% CAGR over last 5 years
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.66x)
- Company has a consistent dividend-paying track record
- Company generates healthy free cash flow
- Stock looks reasonably valued - P/E of 9.8 is below its historical median
CONS
- Recent results are weak - TTM profit is down 12.7% versus prior year
- Contingent liabilities are large at 130.4% of net worth
- Growth is decelerating - 3Y profit CAGR (11.8%) trails the 5Y trend (43.1%)
- Though reporting repeated profits, the company pays out little dividend (7.9%)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| LT | 3990.00 | 33.09 | 548970.57 | 0.95 | 4988.03 | 15.51 | 67941.74 | 6.69 | 15.98 | 12.00 |
| RVNL | 210.50 | 48.79 | 43889.67 | 0.34 | 159.52 | 18.73 | 4321.23 | 10.55 | 10.81 | 4.41 |
| KPIL | 1423.40 | 21.39 | 24307.76 | 0.77 | 311.53 | 45.85 | 6407.97 | 3.84 | 18.95 | 8.77 |
| IRB | 19.25 | 24.37 | 23250.15 | 1.35 | 3062.70 | 1412.58 | 21372.72 | 918.25 | 7.72 | 53.93 |
| CEMPRO | 1315.60 | 37.57 | 22600.37 | 0.23 | 140.83 | 2.64 | 2720.92 | 7.02 | 33.53 | 10.09 |
| ENGINERSIN | 277.10 | 19.86 | 15574.19 | 1.80 | 157.94 | 141.49 | 819.84 | -5.80 | 30.94 | 20.61 |
| TECHNOE | 954.95 | 25.76 | 11106.03 | 0.73 | 93.33 | -31.44 | 630.34 | 19.84 | 14.86 | 15.79 |
| IRCON | 117.80 | 21.16 | 11079.28 | 1.61 | 92.03 | -43.92 | 1955.83 | 9.49 | 10.15 | 9.81 |
| WELENT | 793.45 | 35.93 | 10982.44 | 0.38 | 56.36 | -44.29 | 773.72 | -8.44 | 16.44 | 19.49 |
| AFCONS | 293.15 | 74.51 | 10781.61 | 0.68 | 30.30 | -77.95 | 2671.00 | -20.75 | 12.88 | 9.42 |
| KEC | 401.55 | 19.31 | 10689.26 | 1.37 | 72.62 | -41.72 | 5023.54 | 0.01 | 16.35 | 5.79 |
| JKIL | 492.45 | 9.79 | 3726.15 | 0.81 | 97.42 | -5.82 | 1511.21 | 1.84 | 18.10 | 14.23 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,131 | 1,104 | 1,219 | 1,425 | 1,282 | 1,292 | 1,487 | 1,633 | 1,479 | 1,337 | 1,306 | 1,573 | 1,507 | |
| 969 | 945 | 1,039 | 1,222 | 1,097 | 1,104 | 1,268 | 1,398 | 1,263 | 1,143 | 1,117 | 1,353 | 1,387 | |
| Operating Profit | 162 | 160 | 179 | 203 | 184 | 188 | 219 | 235 | 216 | 194 | 189 | 219 | 120 |
| OPM % | 14.31% | 14.45% | 14.73% | 14.25% | 14.38% | 14.58% | 14.70% | 14.40% | 14.62% | 14.53% | 14.48% | 13.94% | 7.99% |
| 7 | 6 | 7 | 9 | 9 | 8 | 7 | 10 | 11 | 12 | 9 | 31 | 19 | |
| Interest | 27 | 27 | 33 | 37 | 33 | 33 | 47 | 43 | 38 | 39 | 44 | 41 | 43 |
| Depreciation | 41 | 42 | 43 | 41 | 41 | 41 | 42 | 45 | 45 | 42 | 42 | 65 | 51 |
| Profit before Tax | 100 | 96 | 111 | 134 | 120 | 122 | 136 | 157 | 144 | 125 | 111 | 144 | 139 |
| Tax % | 27.26% | 23.15% | 25.51% | 25.59% | 27.75% | 26.23% | 26.83% | 27.46% | 28.67% | 27.01% | 24.76% | 26.80% | 29.69% |
| Net Profit | 73 | 73 | 83 | 100 | 86 | 90 | 100 | 114 | 103 | 91 | 84 | 105 | 98 |
| 9.63 | 9.71 | 10.92 | 13.17 | 11.42 | 11.92 | 13.18 | 15.09 | 13.58 | 12.09 | 11.08 | 13.94 | 12.93 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,604 | 2,051 | 2,787 | 2,971 | 2,571 | 3,527 | 4,203 | 4,879 | 5,693 | 5,694 | 5,723 | |
| 1,354 | 1,730 | 2,351 | 2,542 | 2,259 | 3,023 | 3,606 | 4,175 | 4,867 | 4,875 | 5,000 | |
| Operating Profit | 251 | 321 | 436 | 429 | 311 | 505 | 597 | 704 | 826 | 819 | 723 |
| OPM % | 15.62% | 15.66% | 15.65% | 14.44% | 12.11% | 14.31% | 14.20% | 14.43% | 14.51% | 14.38% | 12.63% |
| 31 | 29 | 28 | 28 | 25 | 25 | 30 | 28 | 33 | 63 | 70 | |
| Interest | 66 | 70 | 94 | 98 | 104 | 100 | 99 | 124 | 155 | 162 | 167 |
| Depreciation | 56 | 73 | 102 | 126 | 144 | 147 | 155 | 168 | 169 | 194 | 201 |
| Profit before Tax | 160 | 207 | 268 | 233 | 89 | 283 | 374 | 441 | 535 | 525 | 520 |
| Tax % | 32.86% | 33.93% | 34.00% | 21.30% | 27.84% | 27.17% | 26.55% | 25.42% | 27.08% | 26.93% | 27.19% |
| Net Profit | 107 | 137 | 177 | 184 | 64 | 206 | 274 | 329 | 390 | 384 | 379 |
| EPS | 14.18 | 18.05 | 23.40 | 24.26 | 8.45 | 27.21 | 36.26 | 43.43 | 51.60 | 50.69 | — |
| Dividend Payout % | 14.10% | 11.08% | 9.61% | 5.15% | 11.84% | 11.03% | 9.65% | 9.21% | 7.75% | 7.89% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 15%
- 5 Years:
- 17%
- 3 Years:
- 11%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 15%
- 5 Years:
- 43%
- 3 Years:
- 12%
STOCK PRICE CAGR
- 10 Years:
- 12%
- 5 Years:
- 20%
- 3 Years:
- 6%
- 1 Year:
- -23%
RETURN ON EQUITY
- 10 Years:
- 10%
- 5 Years:
- 12%
- 3 Years:
- 13%
- Last Year:
- 12%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 38 | 38 | 38 | 38 | 38 | 38 | 38 | 38 | 38 | 38 |
| 1,353 | 1,471 | 1,630 | 1,793 | 1,849 | 2,049 | 2,302 | 2,604 | 2,967 | 3,325 | |
| 437 | 580 | 701 | 718 | 585 | 534 | 615 | 753 | 790 | 724 | |
| Trade Payables | 180 | 329 | 303 | 460 | 458 | 573 | 630 | 586 | 839 | 850 |
| 806 | 1,005 | 898 | 670 | 716 | 750 | 771 | 727 | 978 | 1,208 | |
| Total Liabilities | 2,814 | 3,424 | 3,569 | 3,680 | 3,645 | 3,944 | 4,356 | 4,708 | 5,612 | 6,144 |
| 511 | 716 | 779 | 855 | 806 | 790 | 925 | 971 | 1,049 | 1,134 | |
| Capital Work in Progress | 71 | 126 | 80 | 99 | 150 | 152 | 107 | 111 | 98 | 295 |
| 0 | 15 | 32 | 1 | 2 | 2 | 1 | 1 | 2 | 314 | |
| 644 | 814 | 919 | 313 | 286 | 366 | 393 | 481 | 503 | 330 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,192 | 1,489 | 1,485 | |
| Cash & Bank | 523 | 511 | 471 | 495 | 508 | 374 | 377 | 504 | 839 | 691 |
| 1,064 | 1,241 | 1,289 | 1,918 | 1,894 | 2,261 | 2,554 | 1,446 | 1,632 | 1,895 | |
| Total Assets | 2,814 | 3,424 | 3,569 | 3,680 | 3,645 | 3,944 | 4,356 | 4,708 | 5,612 | 6,144 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 52 | 333 | 156 | 352 | 408 | 444 | 275 | 336 | 375 | 1,116 | |
| Cash from Investing | 65 | -323 | -108 | -123 | -111 | -91 | -186 | -193 | -306 | -705 |
| Cash from Financing | 10 | 55 | -1 | -148 | -271 | -224 | -43 | -105 | -105 | -276 |
| 53 | -3 | -27 | -11 | -13 | 65 | -46 | 38 | -35 | 135 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-08-31 - J.Kumar Infraprojects Limited has informed the Exchange about Copy of Newspaper Publication
2026-08-31 - J.Kumar Infraprojects Limited has informed the Exchange regarding 'Dispatch of Letter to Shareholders/Members providing Web-Link to Notice of the 27th AGM and the Annual Report of the Company for FY 2025-26.'.
2026-08-27 - J.Kumar Infraprojects Limited has informed the Exchange that Record date for the purpose of Dividend is 15-Sep-2026.
2026-08-27 - J.Kumar Infraprojects Limited has informed the Exchange regarding 'BRSR'.
2026-08-27 - J.Kumar Infraprojects Limited has informed the Exchange about Shareholders meeting
2026-08-10 - In continuation of our letter dated July 29, 2026 and pursuant to the applicable SEBI Listing Regulations, read with Part A of Schedule III thereto, please find enclosed the transcript of the Q1 FY27 Earnings Conference Call as held on August 07, 2026 at 02:30 P.M. IST.
2026-08-07 - J.Kumar Infraprojects Limited has informed the Exchange about: In continuation of our letter dated July 29, 2026 and pursuant to Regulation 30 read with Clause 15 of Part A of Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, the audio recording of the conference call held on August 07, 2026 on the Unaudited Financial Results of the Company for the First Quarter ended June 30, 2026 is available on the website of the Company at https://www.jkumar.com/pdf/transcript/audio-recording-of-the-conference-call-as-held-on-07-08-2026.mp3
2026-08-07 - J.Kumar Infraprojects Limited has informed the Exchange about Copy of Newspaper Publication for Extract of Un-Audited Financial Results for the first quarter ended as on June 30, 2026
2026-08-07 - J.Kumar Infraprojects Limited has informed the Exchange regarding Appointment of Ms MS S P M L & Associates as Other of the company w.e.f. September 22, 2026.
News
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