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Monday, May 4, 2009

J Kumar Infraprojects:-Engineered To Succeed

Scripscan: J Kumar Infraprojects Ltd
Traded in:Nse-bse

Story:In the past, J Kumar has been a prime beneficiary of urban infrastructure projects in Mumbai and Pune. This trend is likely to continue as the government continues to invest in Mumbai.One of J Kumar''s competitive advantages is its relatively large fleet of owned machinery and equipment. This reduces the reliance on hiring equipment and improves its operating profit margin. Acquisition of additional equipment will further improve its project execution capability.Mumbai and Pune account for the bulk of its order book.The company started from a small base,but is growing rapidly. I expect the company to maintain its growth momentum for at least the next two years, though the pace may slow down due to higher base effect.The company is quoting at less than 6 times its fy10 earnings. This offers significant upside potential.My estimates are based on the assumption that it will continue to grow at over 60% y-o-y and there will be a 200 bps improvement in its operating margin due to economies of scale. The downside risk is its inability to bag big projects and any slowdown in infrastructure projects.All said and done the company looks to have built a solid foundation for itself.One opting for j kumar may reap good benefits in the longer run.A solid company with a robust future.

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