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Saturday, June 6, 2015

J Kumar Infra (JKIL) updates



HDFC Securities recommended JKIL - J Kumar Infra for a price target of Rs 872. Current Market Price (CMP) is 626. The earlier report of Nov 2014 had a target of 422.

Report: http://www.hdfcsec.com/Share-Market-Research/Research-Details/StockReports/3012735

Identified at around 90 in 2008 see details written on my blog in 2011: http://dharmawat.blogspot.in/2011/01/updates-carol-info-and-j-kumar.html


Disc.: Holding the stock. This is not a recommendation mail. It is good to consult a qualified investment adviser and registered research analyst before taking a financial investment decision. I am neither of these.

Niteen S Dharmawat
Twitter: @niteen_india
Facebook: https://www.facebook.com/dharmawat
slideshare: www.slideshare.net/ndharmawat/

1) Results:

YoY Revenue up: 10%
YoY NP up: 21%


2) Receipt LOA/Work orders worth Rs. 353.40 Crores from Various Authorities
J. Kumar Infraprojects Ltd has informed BSE that:

a) Letter of Acceptance for Construction of Elevated Viaduct from Vastral Gam To Apparel Park - up (excluding the portions of Metro Rail Stations) worth Rs. 278.11 Crores from MEGA, Ahmedabad, Gujarat.

b) Work Order for Construction of Pre-cast Arch Bridges 3 Nos on Holding pond 3A 3 &4 for connectivity of coastal road at Dronagiri, Navi Mumbai Rs. 75.29 Crores form CIDCO.


Always look forward receiving your feedback.
Cheers,
Niteen S Dharmawat
Twitter: @niteen_india
Facebook: https://www.facebook.com/dharmawat
slideshare: www.slideshare.net/ndharmawat/



On 21 November 2014 at 15:10, Niteen S Dharmawat <niteen.dharmawat@gmail.com> wrote:
Earnings Concall transcript of JKIL attached.

Disc.: Holding the stock. This is not a recommendation mail.

Look forward receiving your feedback. 

Cheers,
Niteen S Dharmawat
Twitter: @niteen_india
Facebook: https://www.facebook.com/dharmawat
slideshare: www.slideshare.net/ndharmawat/


On 12 November 2014 14:23, Niteen S Dharmawat <niteen.dharmawat@gmail.com> wrote:
JKIL's QTR result updates:

YoY Revenue up: 27%
YoY Net profit up: 15%
YoY EBIT up: 43%

The company also informed that it has won orders worth Rs. 293.76 Crores from Various Authorities.


Disc.: Holding the stock. This is not a recommendation mail.

Look forward receiving your feedback. 

Cheers,
Niteen S Dharmawat
Twitter: @niteen_india
Facebook: https://www.facebook.com/dharmawat
slideshare: www.slideshare.net/ndharmawat/


On 24 May 2014 15:05, Niteen S Dharmawat <niteen.dharmawat@gmail.com> wrote:
Two updates:
1)  J. Kumar Infraprojects Limited Bags orders worth Rs. 467.51 CroresSee details: http://www.bseindia.com/corporates/anndet_new.aspx?newsid=268d84ec-fb1e-4133-b47c-804fbbe8bb8e
2) Edelweiss report for a target of Rs400.See details: http://www.moneyguruindia.com/article.php?cid=7375&id=4
Disc.: Holding the stock. Identified at around 90 in 2008 see details written on my blog in 2011:http://dharmawat.blogspot.in/2011/01/updates-carol-info-and-j-kumar.html

Cheers,
Niteen S Dharmawat


On Tue, May 20, 2014 at 12:23 PM, Niteen S Dharmawat <niteen.dharmawat@gmail.com> wrote:
Hi,

J Kumar Infra (JKIL). An old reco of mine, identified in Feb 2008 at around 85-90 levels...The stock today crossed 250 + dividends in all these years.

See one of the updates that I gave on the stock on by blog way back in 2011:http://dharmawat.blogspot.in/2011/01/updates-carol-info-and-j-kumar.html

It continued to shine even in the most difficult period for infra sector and now captured by the imagination of the market, see below reco by Edelweiss released today.
Disc.: holding the stock

Cheers,
Niteen S Dharmawat

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