J.Kumar Infraprojects

J Kumar Infra reported a weak Q3 FY26 with revenue declining 12% YoYCurrent reported value: 12% YoY. No comparable prior figure is available in the source record. to ₹1,311Current reported value: 1,311. No comparable prior figure is available in the source record. crore and PAT falling 17% YoYCurrent reported value: 17% YoY. No comparable prior figure is available in the source record. to ₹83Current reported value: 83. No comparable prior figure is available in the source record. crore, impacted by extended monsoons and delayed project approvals. EBITDA margin contracted 40 bps to 14.3Current reported value: 14.3. No comparable prior figure is available in the source record.%. Management revised FY26 revenue guidance to flattish (~₹5,700 crore) versus earlier expectations of growth, citing slow order inflows (only ₹515 croreCurrent ₹515 crore. Reported change: -87% YoY. in 9 months) and execution delays on key projects like VDCR and GMLR. For FY27, they guided 15% revenue growthCurrent reported value: 15% revenue growth. No comparable prior figure is available in the source record. and maintained EBITDA margin guidance of 14-15%. The order book stands at ₹19,212 croreCurrent ₹19,212 crore. Reported change: N/A. with 90% under execution. Risks include continued delays in land acquisition and approvals, and potential dilution from a proposed ₹800 crore fundraise, though management indicated no immediate plans.