Kindly find enclosed herewith the Annual Report of J. Kumar Infraprojects Limited for the Financial Year 2025-26

J. KUMAR INFRAPROJECTS LIMITED Regd Off: J. Kumar House, CTS No. 448, 448/1, 449, Subhash Road, Vile Parle (East), Mumbai 400 057, Maharashtra, India, Phone: +91 22 67743555. Fax: +91 22 26730814, Email: investor.grievances@jkumar.com Website: www.jkumar.com, CIN: L74210MH1999PLC122886 August 27, 2026 The Department of Corporate Services T h e L i s t i n g D e p a r t m e n t BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers E x c h a n g e P l a z a , C - 1, Block G Dalal Street Bandra- Kurla Complex, Bandra (E) Mumbai – 400 001 Mumbai – 400051 Scrip Code: 532940 Scrip Symbol: JKIL Dear Sir, Sub: Annual Report of J. Kumar Infraprojects Limited for the Financial Year (“FY”) 2025-26 The 27th (Twenty-Seventh) Annual General Meeting (“AGM”) of J. Kumar Infraprojects Limited (“the Company”) will be held on Tuesday, September 22, 2026 at 11:00 A.M. (I.S.T.) at Vaishnavi Banquets, Gokul Arkade Building, Opp. Garware Chowk, Next to RBL Bank, Vile Parle (E), Mumbai- 400 057, Maharashtra. Pursuant to Regulation 34(1) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”), please find enclosed the Notice of the AGM of the Company, which is being sent electronically to the shareholder(s) whose email addresses have been registered with the Company/Registrar and Share Transfer Agent (“RTA”)/Depository Participants (“DPs”)/Depositories. In accordance with Regulation 36(1)(b) of the SEBI (Listing Obligations and Disclosure Requirements), Regulations, 2015, a letter is being sent to those who have not registered their email addresses with the Company/RTA/DPs/Depositories, containing the web-link, including the exact path, and QR code for the Annual Report for FY 2025-26 on the Company’s website, https://www.jkumar.com/storage/reportFile/letterstoshareholder_2025-26.pdf. The Annual Report for FY 25-26 is also available on the Company’s website, https://www.jkumar.com/storage/reportFile/Annual_Report_2025-26.pdf Kindly take the same on record. for J. Kumar Infraprojects Limited Poornima Company Secretary Encl: As above Built on Discipline, Driven by Opportunity Annual Report 2025-26 What’s inside 02-09 Built on The year validated the strength of the Corporate Overview Company’s operating approach. JKIL Discipline, remained selective in bidding, protected 02 Company Overview pricing, prioritised cash collections and 06 Business Verticals maintained commercial discipline rather 08 Milestones Driven by than pursuing order inflows at the expense of returns. This discipline is reflected not 10-33 Opportunity only in its ability to sustain margins but also Strategic review in stronger cash generation and improved 10 Chairman’s Message working capital efficiency despite a challenging operating environment 12 Joint Managing Directors’ Message 16 Key Performance Indicators FY 2025-26 tested the That same discipline has also strengthened 20 Strategic Review strength of JKIL’s operating JKIL’s ability to navigate an increasingly Infrastructure is 22 Value Creation Model model. While external delays, complex infrastructure landscape. As India's built over years, 24 Project Portfolio an extended monsoon, infrastructure opportunity shifts towards but institutions are 30 Capability Stories technically-demanding urban projects regulatory clearances and built over decades. requiring engineering depth, execution milestone-linked billing Our responsibility is 34-39 in congested environments and close to strengthen both affected revenue conversion, Sustainability Review management of approvals, utilities and with every project the Company protected timelines, the Company is well positioned 34 ESG at our Core we undertake. profitability and strengthened to participate in the next phase of growth its financial position. with confidence. 40-41 Jagdishkumar M. Gupta Executive Chairman Leadership Team Revenue stood at `5,723 crore, The discipline that helped JKIL navigate a 40 Board of Directors EBITDA margin remained steady challenging year has also strengthened its at 14.4%, working capital ability to capture the opportunities ahead. Forward-looking statement days improved from 112 to 42-57 In this Annual Report, we have disclosed forward-looking 99 and operating cash flow Built on Discipline. Driven by Opportunity. Management Discussion information to enable investors to comprehend our prospects rose to `1,128 crore. JKIL also and Analysis and take informed investment decisions. This report and other statements - written and oral - that we periodically make, closed the year with a net cash 42 Management Discussion and Analysis contain forward-looking statements that set out anticipated position of `264 crore, reflecting results based on the management’s plans and assumptions. the financial discipline that We have tried wherever possible to identify such statements 58-160 underpins its business. by using words such as ‘anticipates’, ‘estimates’, ‘expects’, Statutory Section ‘projects’, ‘intends’, ‘plans’, ‘believes’ and words of similar substance in connection with any discussion of future 58 Corporate Information performance. We cannot guarantee that these forward- 59 Notice looking statements will be realised, although we believe we 73 Directors’ Report have been prudent in our assumptions. The achievement of results is subject to risks, uncertainties and even inaccurate 92 Corporate Governance Report assumptions. Should known or unknown risks or uncertainties 119 Business Responsibility and materialise, or should underlying assumptions prove Sustainability Report inaccurate, actual results could vary materially from those anticipated, estimated or projected. Readers should bear 161-273 this in mind. We undertake no obligation to publicly update any forward-looking statements, whether as a result of new Financial Section information, future events or otherwise. 162 Standalone Financial Statements 218 Consolidated Financial Statements Statutory Financial Reports Statements J. Kumar Infraprojects Limited Corporate Overview COMPANY OVERVIEW A four-decade engineering legacy Founded in 1980 by Mr. Jagdishkumar M. Gupta and incorporated in 1999, J. Kumar Infraprojects Limited has grown into one of India’s leading EPC companies in complex urban infrastructure. Across underground and elevated metros, flyovers, bridges, expressways, road tunnels, riverfronts and water systems, JKIL has built its position in projects where engineering precision and execution control are critical. Its specialised equipment, experienced teams, disciplined project selection and strong financial controls enable the Company to deliver infrastructure that improves mobility, strengthens cities and supports India’s growth. ETHOS Our vision Our mission Our core values To be a global leader To revolutionise the Excellence Safety Social responsibility We strive for excellence in all aspects of We prioritise the safety and well- We actively engage in social initiatives, in infrastructure infrastructure industry our work, delivering top-tier solutions being of our team, clients and the giving back to the communities we development, setting new by consistently and services. communities we serve, ensuring a operate in and uplifting lives. secure work environment. standards of excellence delivering innovative and Integrity Professional growth Collaboration and positively impacting sustainable solutions that We conduct ourselves with honesty, We invest in the continuous growth and transparency and ethical practices, We promote a culture of collaboration development of our team, empowering societies through our enrich lives and drive building trust with all stakeholders. and teamwork, leveraging them to reach their full potential. diverse perspectives to achieve transformative projects. progress for generations Innovation collective success. Adaptability to come. We embrace creativity and innovation to We embrace change and adapt to new Sustainability pu [Showing first 8,000 characters — download PDF for full document]