Reported Earnings • May 20
Full year 2026 earnings released: EPS: ₹51.13 (vs ₹51.70 in FY 2025) Full year 2026 results: EPS: ₹51.13 (down from ₹51.70 in FY 2025). Revenue: ₹58.0b (up 1.9% from FY 2025). Net income: ₹3.87b (down 1.2% from FY 2025). Profit margin: 6.7% (down from 6.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • May 19
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to ₹482. The fair value is estimated to be ₹611, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 40% in the next 2 years. Aankondiging • May 07
J. Kumar Infraprojects Limited to Report Q4, 2026 Results on May 19, 2026 J. Kumar Infraprojects Limited announced that they will report Q4, 2026 results on May 19, 2026 Buy Or Sell Opportunity • Mar 02
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.7% to ₹511. The fair value is estimated to be ₹652, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 40% in the next 2 years. Price Target Changed • Feb 10
Price target decreased by 11% to ₹800 Down from ₹894, the current price target is an average from 5 analysts. New target price is 35% above last closing price of ₹595. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹54.80 for next year compared to ₹51.70 last year. Reported Earnings • Feb 06
Third quarter 2026 earnings released: EPS: ₹11.08 (vs ₹13.21 in 3Q 2025) Third quarter 2026 results: EPS: ₹11.08 (down from ₹13.21 in 3Q 2025). Revenue: ₹13.3b (down 11% from 3Q 2025). Net income: ₹838.6m (down 16% from 3Q 2025). Profit margin: 6.3% (down from 6.7% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jan 27
J. Kumar Infraprojects Limited to Report Q3, 2026 Results on Feb 05, 2026 J. Kumar Infraprojects Limited announced that they will report Q3, 2026 results on Feb 05, 2026 Reported Earnings • Nov 07
Second quarter 2026 earnings released: EPS: ₹11.97 (vs ₹11.92 in 2Q 2025) Second quarter 2026 results: EPS: ₹11.97 (up from ₹11.92 in 2Q 2025). Revenue: ₹13.6b (up 4.9% from 2Q 2025). Net income: ₹907.4m (flat on 2Q 2025). Profit margin: 6.7% (down from 7.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Oct 27
J. Kumar Infraprojects Limited to Report Q2, 2026 Results on Nov 06, 2025 J. Kumar Infraprojects Limited announced that they will report Q2, 2026 results on Nov 06, 2025 Upcoming Dividend • Sep 09
Upcoming dividend of ₹4.00 per share Eligible shareholders must have bought the stock before 16 September 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.8%). Buy Or Sell Opportunity • Aug 11
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 1.3% to ₹672. The fair value is estimated to be ₹846, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 45% in the next 2 years. Declared Dividend • Jul 31
Dividend of ₹4.00 announced Dividend of ₹4.00 is the same as last year. Ex-date: 16th September 2025 Payment date: 23rd October 2025 Dividend yield will be 0.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next year, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jul 30
First quarter 2026 earnings released: EPS: ₹13.67 (vs ₹11.48 in 1Q 2025) First quarter 2026 results: EPS: ₹13.67 (up from ₹11.48 in 1Q 2025). Revenue: ₹15.0b (up 17% from 1Q 2025). Net income: ₹1.03b (up 19% from 1Q 2025). Profit margin: 6.9% (up from 6.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jul 29
J. Kumar Infraprojects Limited, Annual General Meeting, Sep 23, 2025 J. Kumar Infraprojects Limited, Annual General Meeting, Sep 23, 2025, at 11:00 Indian Standard Time. Location: vaishnavi banquets,gokul arkade, bldg, opp. garware chowk, next to, rbl bank, vile parle - 400057, mumbai India Aankondiging • Jul 18
J. Kumar Infraprojects Limited to Report Q1, 2026 Results on Jul 29, 2025 J. Kumar Infraprojects Limited announced that they will report Q1, 2026 results on Jul 29, 2025 Buy Or Sell Opportunity • Jul 11
Now 23% undervalued Over the last 90 days, the stock has risen 2.5% to ₹710. The fair value is estimated to be ₹916, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 49% in the next 2 years. Reported Earnings • May 21
Full year 2025 earnings released: EPS: ₹51.70 (vs ₹43.72 in FY 2024) Full year 2025 results: EPS: ₹51.70 (up from ₹43.72 in FY 2024). Revenue: ₹57.3b (up 17% from FY 2024). Net income: ₹3.91b (up 18% from FY 2024). Profit margin: 6.8% (in line with FY 2024). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 13
J. Kumar Infraprojects Limited to Report Q4, 2025 Results on May 20, 2025 J. Kumar Infraprojects Limited announced that they will report Q4, 2025 results on May 20, 2025 Reported Earnings • Feb 05
Third quarter 2025 earnings released: EPS: ₹13.21 (vs ₹10.92 in 3Q 2024) Third quarter 2025 results: EPS: ₹13.21 (up from ₹10.92 in 3Q 2024). Revenue: ₹14.9b (up 23% from 3Q 2024). Net income: ₹999.6m (up 21% from 3Q 2024). Profit margin: 6.7% (down from 6.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jan 24
J. Kumar Infraprojects Limited to Report Q3, 2025 Results on Feb 04, 2025 J. Kumar Infraprojects Limited announced that they will report Q3, 2025 results on Feb 04, 2025 Price Target Changed • Nov 13
Price target increased by 10% to ₹941 Up from ₹854, the current price target is an average from 5 analysts. New target price is 36% above last closing price of ₹692. Stock is up 58% over the past year. The company is forecast to post earnings per share of ₹50.45 for next year compared to ₹43.71 last year. Reported Earnings • Oct 29
Second quarter 2025 earnings released: EPS: ₹11.92 (vs ₹9.71 in 2Q 2024) Second quarter 2025 results: EPS: ₹11.92 (up from ₹9.71 in 2Q 2024). Revenue: ₹13.0b (up 18% from 2Q 2024). Net income: ₹901.7m (up 23% from 2Q 2024). Profit margin: 6.9% (up from 6.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Oct 21
J. Kumar Infraprojects Limited to Report Q2, 2025 Results on Oct 28, 2024 J. Kumar Infraprojects Limited announced that they will report Q2, 2025 results on Oct 28, 2024 Aankondiging • Sep 26
J. Kumar Infraprojects Limited announced a financing transaction J. Kumar Infraprojects Limited announced a private placement through issuance of securities on September 24, 2024. The transaction has been approved in 25th Annual General Meeting of shareholders of company. Upcoming Dividend • Sep 10
Upcoming dividend of ₹4.00 per share Eligible shareholders must have bought the stock before 17 September 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.6%). Board Change • Sep 07
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Additional Independent Non-Executive Director Ramesh Choubey was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Price Target Changed • Aug 09
Price target increased by 7.9% to ₹854 Up from ₹791, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹830. Stock is up 108% over the past year. The company is forecast to post earnings per share of ₹51.00 for next year compared to ₹43.71 last year. Aankondiging • Aug 07
J. Kumar Infraprojects Limited, Annual General Meeting, Sep 24, 2024 J. Kumar Infraprojects Limited, Annual General Meeting, Sep 24, 2024, at 11:00 Indian Standard Time. Location: vaishnavi banquets, gokul, arkade biulding, opp. garware, chowk, next to rbl bank, vile parle (e), mumbai - 400057., mumbai India Reported Earnings • Aug 07
First quarter 2025 earnings released: EPS: ₹11.48 (vs ₹9.63 in 1Q 2024) First quarter 2025 results: EPS: ₹11.48 (up from ₹9.63 in 1Q 2024). Revenue: ₹12.9b (up 14% from 1Q 2024). Net income: ₹868.8m (up 19% from 1Q 2024). Profit margin: 6.7% (up from 6.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 06
J. Kumar Infraprojects Limited Appoints Vasant Savla as the Chief Financial Officer J. Kumar Infraprojects Limited on the recommendation of the Nomination and Remuneration Committee and the Audit Committee of the Company, at their meeting held, i.e. Tuesday, 6th August 2024, the Board of Directors have approved the appointment of Mr. Vasant Savla as the Chief Financial Officer of the Company. Accordingly, as per the provisions of Section 203 of the Companies Act, 2013, ("the Act") Mr. Vasant Savla shall also act as the Key Managerial Personnel of the Company and under Regulation 30(5) of the SEBI Listing Regulations, as authorized personnel for determining the materiality of any event or transaction for making the required disclosures to the Stock Exchange. Mr. Vasant Savla is a Chartered Accountant from the Institute o Cha1tered Accountants of India since 1993. He has over 3 decades of rich & diversified experience 111 Strategic Accounting, Financial Management, Stakeholder Engagement and People Management, ERP Implementation, Cost Control Etc. Mr. Vasant Savla is highly skilled in all the aspects of Project related Accounting IND-AS, IFRS and Project related contracts including structuring of the transaction s, optimizing Tax incidences, ensuing statutory compliances, Cashflow improvement and so on . Mr. Yasant Savla has been mainly associated with Larsen & Toubro Ltd., Essar Projects (I) Ltd., and M/s. B. P. Jain & Co. Chartered Accountants. Aankondiging • Jul 26
J. Kumar Infraprojects Limited to Report Q1, 2025 Results on Aug 06, 2024 J. Kumar Infraprojects Limited announced that they will report Q1, 2025 results on Aug 06, 2024 Price Target Changed • Jul 25
Price target increased by 7.1% to ₹791 Up from ₹739, the current price target is an average from 5 analysts. New target price is 7.4% below last closing price of ₹854. Stock is up 149% over the past year. The company is forecast to post earnings per share of ₹52.33 for next year compared to ₹43.71 last year. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹773, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Construction industry in India. Total returns to shareholders of 324% over the past three years. New Risk • Jun 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Reported Earnings • May 29
Full year 2024 earnings released: EPS: ₹43.71 (vs ₹36.26 in FY 2023) Full year 2024 results: EPS: ₹43.71 (up from ₹36.26 in FY 2023). Revenue: ₹49.1b (up 17% from FY 2023). Net income: ₹3.31b (up 21% from FY 2023). Profit margin: 6.7% (up from 6.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 19
J. Kumar Infraprojects Limited to Report Q4, 2024 Results on May 28, 2024 J. Kumar Infraprojects Limited announced that they will report Q4, 2024 results on May 28, 2024 Aankondiging • Feb 21
J. Kumar Infraprojects Limited Announces Resignation of Madan Biyani as Chief Financial Officer, Effective 21 February, 2024 J. Kumar Infraprojects Limited announced that Mr. Madan Biyani has resigned from the position of Chief Financial Officer of the Company with effect from 21st February, 2024 due to other personal commitments. Reported Earnings • Feb 01
Third quarter 2024 earnings released: EPS: ₹10.92 (vs ₹9.39 in 3Q 2023) Third quarter 2024 results: EPS: ₹10.92 (up from ₹9.39 in 3Q 2023). Revenue: ₹12.2b (up 15% from 3Q 2023). Net income: ₹826.4m (up 16% from 3Q 2023). Profit margin: 6.8% (up from 6.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jan 23
J. Kumar Infraprojects Limited to Report Q3, 2024 Results on Jan 30, 2024 J. Kumar Infraprojects Limited announced that they will report Q3, 2024 results on Jan 30, 2024 Valuation Update With 7 Day Price Move • Dec 26
Investor sentiment deteriorates as stock falls 0.7% After last week's 0.7% share price decline to ₹494, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Construction industry in India. Total returns to shareholders of 285% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹225 per share. Price Target Changed • Dec 26
Price target increased by 24% to ₹575 Up from ₹465, the current price target is an average from 4 analysts. New target price is 16% above last closing price of ₹494. Stock is up 83% over the past year. The company is forecast to post earnings per share of ₹41.59 for next year compared to ₹36.26 last year. Reported Earnings • Oct 31
Second quarter 2024 earnings released: EPS: ₹9.71 (vs ₹8.93 in 2Q 2023) Second quarter 2024 results: EPS: ₹9.71 (up from ₹8.93 in 2Q 2023). Revenue: ₹11.1b (up 9.6% from 2Q 2023). Net income: ₹734.4m (up 8.7% from 2Q 2023). Profit margin: 6.6% (down from 6.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Oct 21
J. Kumar Infraprojects Limited to Report Q2, 2024 Results on Oct 30, 2023 J. Kumar Infraprojects Limited announced that they will report Q2, 2024 results on Oct 30, 2023 Upcoming Dividend • Sep 07
Upcoming dividend of ₹3.50 per share at 0.8% yield Eligible shareholders must have bought the stock before 14 September 2023. Payment date: 26 October 2023. Payout ratio is a comfortable 9.7% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.3%). In line with average of industry peers (0.8%). Aankondiging • Sep 02
J. Kumar Infraprojects Limited Recommends Dividend for the Year Ended March 31, 2023 J. Kumar Infraprojects Limited at its AGM to be held on September 26, 2023, recommended by the Board of Directors in its meeting held on May 23, 2023, dividend at the rate of INR 3.50/- per equity share of face value of INR 5/- each fully paid-up of the Company be and is hereby declared for the financial year ended March 31, 2023 and the said dividend be paid out of the profits of the Company for the financial year ended March 31, 2023 to eligible shareholders. Price Target Changed • Aug 10
Price target increased by 9.9% to ₹410 Up from ₹373, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₹401. Stock is up 32% over the past year. The company is forecast to post earnings per share of ₹40.43 for next year compared to ₹36.26 last year. Aankondiging • Aug 09
J. Kumar Infraprojects Limited, Annual General Meeting, Sep 26, 2023 J. Kumar Infraprojects Limited, Annual General Meeting, Sep 26, 2023, at 11:00 Indian Standard Time. Location: GMS Community Hall, Sitladevi Complex, 1st Floor, D.N. Nagar, Opp. Indian Oil Nagar on link Road, Andheri (W), Mumbai Maharashtra India Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: ₹9.63 (vs ₹8.18 in 1Q 2023) First quarter 2024 results: EPS: ₹9.63 (up from ₹8.18 in 1Q 2023). Revenue: ₹11.4b (up 15% from 1Q 2023). Net income: ₹728.3m (up 18% from 1Q 2023). Profit margin: 6.4% (up from 6.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 01
J. Kumar Infraprojects Limited to Report Q1, 2024 Results on Aug 08, 2023 J. Kumar Infraprojects Limited announced that they will report Q1, 2024 results on Aug 08, 2023 Aankondiging • May 26
J. Kumar Infraprojects Limited Provides Revenue Guidance for the Fiscal Year 2024 and 2025 J. Kumar Infraprojects Limited provided revenue guidance for the fiscal year 2024 and 2025. For the fiscal year 2024 and 2025. the company expected revenue growth would be around 15% on a year-on-year basis. Aankondiging • May 24
J. Kumar Infraprojects Limited Recommends Dividend for the Financial Year 202-23 J. Kumar Infraprojects Limited announced that at the board meeting held on May 23, 2023, the company recommended dividend of INR 3.50/- per equity share (i.e. 70% on the Face value of INR 5/- per Equity Share) for the financial year 2022-23, which is subject to the approval of the shareholders at the up coming Annual General Meeting of the Company. Reported Earnings • May 24
Full year 2023 earnings released: EPS: ₹36.26 (vs ₹27.21 in FY 2022) Full year 2023 results: EPS: ₹36.26 (up from ₹27.21 in FY 2022). Revenue: ₹42.3b (up 20% from FY 2022). Net income: ₹2.74b (up 33% from FY 2022). Profit margin: 6.5% (up from 5.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 17
J. Kumar Infraprojects Limited to Report Fiscal Year 2023 Results on May 23, 2023 J. Kumar Infraprojects Limited announced that they will report fiscal year 2023 results on May 23, 2023 Reported Earnings • Feb 08
Third quarter 2023 earnings released: EPS: ₹9.39 (vs ₹7.76 in 3Q 2022) Third quarter 2023 results: EPS: ₹9.39 (up from ₹7.76 in 3Q 2022). Revenue: ₹10.7b (up 11% from 3Q 2022). Net income: ₹710.8m (up 21% from 3Q 2022). Profit margin: 6.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year. Aankondiging • Jan 26
J. Kumar Infraprojects Limited to Report Q3, 2023 Results on Feb 07, 2023 J. Kumar Infraprojects Limited announced that they will report Q3, 2023 results on Feb 07, 2023 Reported Earnings • Nov 10
Second quarter 2023 earnings released: EPS: ₹8.93 (vs ₹5.43 in 2Q 2022) Second quarter 2023 results: EPS: ₹8.93 (up from ₹5.43 in 2Q 2022). Revenue: ₹10.2b (up 32% from 2Q 2022). Net income: ₹675.4m (up 65% from 2Q 2022). Profit margin: 6.6% (up from 5.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Nov 02
J. Kumar Infraprojects Limited to Report Q2, 2023 Results on Nov 08, 2022 J. Kumar Infraprojects Limited announced that they will report Q2, 2023 results on Nov 08, 2022 Valuation Update With 7 Day Price Move • Nov 01
Investor sentiment improved over the past week After last week's 20% share price gain to ₹270, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 20x in the Construction industry in India. Total returns to shareholders of 83% over the past three years. Valuation Update With 7 Day Price Move • Oct 17
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹238, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 19x in the Construction industry in India. Total returns to shareholders of 53% over the past three years. Upcoming Dividend • Sep 01
Upcoming dividend of ₹3.00 per share Eligible shareholders must have bought the stock before 08 September 2022. Payment date: 20 October 2022. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (1.2%). Aankondiging • Aug 26
J. Kumar Infraprojects Limited, Annual General Meeting, Sep 20, 2022 J. Kumar Infraprojects Limited, Annual General Meeting, Sep 20, 2022, at 11:00 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Financial Statements of the Company for the Year ended March 31, 2022 together with the report of the Board of Directors and Auditors thereon; to declare dividend on Equity Shares for the Year ended March 31, 2022; to appoint Mr. Kamal J. Gupta (DIN: 00628053) who retires by rotation as Director and being eligible offers himself for re-appointment as a Director; to ratify the remuneration payable to M/s. Vaibhav Joshi & Associates, Cost Auditors of the Company for the Year ending March 31, 2023; and to consider other matters. Board Change • Aug 09
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Additional Independent Non-Executive Director Sidharath Kapur was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Aug 06
J. Kumar Infraprojects Limited Announces Demise of Padmanabh Pundrikray Vora, Non-Executive- Independent Director J. Kumar Infraprojects Limited announced the sudden and sad demise of Mr. Padmanabh Pundrikray Vora, Non-Executive- Independent Director (DIN: 00003192) on August 05, 2022. Reported Earnings • Aug 03
First quarter 2023 earnings released: EPS: ₹8.18 (vs ₹4.24 in 1Q 2022) First quarter 2023 results: EPS: ₹8.18 (up from ₹4.24 in 1Q 2022). Revenue: ₹9.99b (up 48% from 1Q 2022). Net income: ₹619.1m (up 93% from 1Q 2022). Profit margin: 6.2% (up from 4.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jul 22
J. Kumar Infraprojects Limited to Report Q1, 2023 Results on Aug 02, 2022 J. Kumar Infraprojects Limited announced that they will report Q1, 2023 results at 12:15 PM, Indian Standard Time on Aug 02, 2022 Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improved over the past week After last week's 16% share price gain to ₹296, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 16x in the Construction industry in India. Total returns to shareholders of 92% over the past three years. Price Target Changed • Jun 01
Price target increased to ₹289 Up from ₹262, the current price target is provided by 1 analyst. New target price is 17% above last closing price of ₹246. Stock is up 33% over the past year. The company posted earnings per share of ₹27.21 last year. Aankondiging • May 31
J. Kumar Infraprojects Limited Recommends Dividend for the Financial Year 2021-22 J. Kumar Infraprojects Limited announced that the Board Meeting on May 30, 2022. Directors recommended dividend of INR 3.00 per equity share for the financial year 2021-22, which is subject to the approval of the shareholders at the ensuing Annual General Meeting of the Company. Reported Earnings • May 31
Full year 2022 earnings released: EPS: ₹27.21 (vs ₹8.45 in FY 2021) Full year 2022 results: EPS: ₹27.21 (up from ₹8.45 in FY 2021). Revenue: ₹35.5b (up 38% from FY 2021). Net income: ₹2.06b (up 222% from FY 2021). Profit margin: 5.8% (up from 2.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Aankondiging • May 21
J. Kumar Infraprojects Limited to Report Q4, 2022 Results on May 30, 2022 J. Kumar Infraprojects Limited announced that they will report Q4, 2022 results on May 30, 2022 Aankondiging • May 14
J. Kumar Infraprojects Limited Announces Chief Financial Officer Changes J. Kumar Infraprojects Limited at its board meeting held on May 13, 2022, took on record the resignation of Praveen Kumar Bhandari from the position of Chief Financial Officer of the Company with effect from close of business hours on May 12, 2022 due to personal reasons. Subsequent to his resignation as CFO, he will also cease to be a Key Managerial Personnel under the provisions of Section 203 of Companies Act, 2013 and under Regulation 30(5) for determining the materiality of any event or transaction for making the required disclosures to the Stock Exchange. On the recommendation of the Nomination and Remuneration Committee of the Company, the Board of Directors have approved the appointment of Madan Biyani as the Chief Financial Officer of the Company, with effect from May 13, 2022. Accordingly, as per the provisions of Section 203 of the Act, Madan Biyani shall also act as the Key Managerial Personnel of the Company and under Regulation 30(5), authroised for determining the materiality of any event or transaction for making the required disclosures to the Stock Exchange. Madan Biyani has worked with Reliance Infrastructure Ltd. (ADAG) for a long span of 14 years under various roles, out of which the latest 6 years were as Business CFO of the Toll Road Business of Rlnfra. Aankondiging • Mar 31
J. Kumar Infraprojects Limited Announces Resignation of Raghavachari Srinivasan as Independent Director, Chairman of the Audit Committee, Nomination and Remuneration Committee and the Corporate Social Responsibility Committee J. Kumar Infraprojects Limited announced that Mr. Raghavachari Srinivasan an Independent Director of the Company, has vide a Letter dated 29 March, 2022, resigned from the post of Directorship of the Company, due to personal reasons, with effect from the closure of business hours of 29 March, 2022. Further, pursuant to the said resignation, Mr. Raghavachari Srinivasan has also resigned and ceased to act as the Chairman of the Audit Committee, Nomination and Remuneration Committee and the Corporate Social Responsibility Committee of the Company. Aankondiging • Feb 10
J. Kumar Infraprojects Limited Provides Revenue Guidance for 2025 J. Kumar Infraprojects Limited provided revenue guidance for 2025. The company target is to achieve a revenue of INR 50,000 million plus by the fiscal year 2025. Reported Earnings • Feb 09
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹7.76 (up from ₹5.94 in 3Q 2021). Revenue: ₹9.66b (up 18% from 3Q 2021). Net income: ₹587.1m (up 31% from 3Q 2021). Profit margin: 6.1% (up from 5.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Aankondiging • Feb 01
J. Kumar Infraprojects Limited to Report Q3, 2022 Results on Feb 08, 2022 J. Kumar Infraprojects Limited announced that they will report Q3, 2022 results on Feb 08, 2022 Executive Departure • Nov 25
Independent Director Padam Jain has left the company On the 23rd of November, Padam Jain's tenure as Independent Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Padam's name. Padam is the only executive to leave the company over the last 12 months. Reported Earnings • Nov 11
Second quarter 2022 earnings released: EPS ₹5.43 (vs ₹0.94 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹7.78b (up 63% from 2Q 2021). Net income: ₹410.6m (up 478% from 2Q 2021). Profit margin: 5.3% (up from 1.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Reported Earnings • Nov 11
Second quarter 2022 earnings released: EPS ₹5.43 (vs ₹0.94 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹7.78b (up 63% from 2Q 2021). Net income: ₹410.6m (up 478% from 2Q 2021). Profit margin: 5.3% (up from 1.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 06
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 13 September 2021. Payment date: 21 October 2021. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.1%). Reported Earnings • Aug 11
First quarter 2022 earnings released: EPS ₹4.24 (vs ₹2.75 loss in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹6.75b (up 137% from 1Q 2021). Net income: ₹321.0m (up ₹529.1m from 1Q 2021). Profit margin: 4.8% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jul 16
Investor sentiment improved over the past week After last week's 15% share price gain to ₹225, the stock trades at a trailing P/E ratio of 26.6x. Average trailing P/E is 20x in the Construction industry in India. Total returns to shareholders of 8.4% over the past three years. Reported Earnings • May 28
Full year 2021 earnings released: EPS ₹8.45 (vs ₹24.26 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹26.0b (down 13% from FY 2020). Net income: ₹639.1m (down 65% from FY 2020). Profit margin: 2.5% (down from 6.2% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Aankondiging • May 27
J. Kumar Infraprojects Limited Recommends Dividend for the Year 2020 to 2021 J. Kumar Infraprojects Limited at its board meeting held on May 26, 2021 recommended dividend of INR 1.00 per equity share (i.e. 20% on the Face value of INR 5 per Equity Share) for the financial year 2020to 2021, which is subject to the approval of the shareholders at the upcoming Annual General Meeting of the company. Recent Insider Transactions • Apr 01
MD & Executive Director recently bought ₹7.2m worth of stock On the 26th of March, Kamal Gupta bought around 35k shares on-market at roughly ₹205 per share. This was the largest purchase by an insider in the last 3 months. This was Kamal's only on-market trade for the last 12 months. Price Target Changed • Feb 23
Price target raised to ₹257 Up from ₹227, the current price target is provided by 1 analyst. The new target price is 30% above the current share price of ₹198. As of last close, the stock is up 48% over the past year. Is New 90 Day High Low • Feb 17
New 90-day high: ₹207 The company is up 77% from its price of ₹117 on 19 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 35% over the same period. Reported Earnings • Feb 10
Third quarter 2021 earnings released: EPS ₹5.94 (vs ₹7.36 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₹8.23b (up 3.8% from 3Q 2020). Net income: ₹449.1m (down 19% from 3Q 2020). Profit margin: 5.5% (down from 7.0% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 19% per year. Valuation Update With 7 Day Price Move • Feb 04
Investor sentiment improved over the past week After last week's 17% share price gain to ₹168, the stock is trading at a trailing P/E ratio of 17.4x, up from the previous P/E ratio of 14.9x. This compares to an average P/E of 15x in the Construction industry in India. Total return to shareholders over the past three years is a loss of 41%. Price Target Changed • Feb 02
Price target raised to ₹171 Up from ₹158, the current price target is provided by 1 analyst. The new target price is 8.3% above the current share price of ₹158. As of last close, the stock is up 6.9% over the past year. Aankondiging • Jan 29
J. Kumar Infraprojects Limited to Report Q3, 2021 Results on Feb 09, 2021 J. Kumar Infraprojects Limited announced that they will report Q3, 2021 results on Feb 09, 2021 Is New 90 Day High Low • Jan 21
New 90-day high: ₹150 The company is up 41% from its price of ₹107 on 23 October 2020. The Indian market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 38% over the same period. Aankondiging • Jan 12
J. Kumar Infraprojects Limited Receives Order from Gujarat Metro Rail Corporation (GMRC) Limited for 'Design, Construction and Completion of Underground Stations and Tunnel J. Kumar Infraprojects Limited announced Letter of Acceptance from Gujarat Metro Rail Corporation (GMRC) Limited for 'Design, construction and completion of Underground stations and tunnel from Surat Railway station to Chowk Bazar Ramp worth of INR 8,66,00,00,000.00 and USD 1,03,11,647.00 (USD One Crore Three Lakhs Eleven Thousand Six Hundred and Forty Seven only). Is New 90 Day High Low • Jan 05
New 90-day high: ₹144 The company is up 30% from its price of ₹110 on 07 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Construction industry, which is up 36% over the same period. Valuation Update With 7 Day Price Move • Dec 04
Market bids up stock over the past week After last week's 17% share price gain to ₹139, the stock is trading at a trailing P/E ratio of 14.4x, up from the previous P/E ratio of 12.3x. This compares to an average P/E of 14x in the Construction industry in India. Total return to shareholders over the past three years is a loss of 55%. Is New 90 Day High Low • Dec 02
New 90-day high: ₹130 The company is up 13% from its price of ₹115 on 03 September 2020. The Indian market is also up 13% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Construction industry, which is up 14% over the same period. 
