India, Sept. 18 -- India's infrastructure EPC space continues to see large opportunities across metros, elevated corridors, highways and tunnels, but order wins alone do not guarantee earnings growth. For contractors, the bigger challenge is converting orders into revenue while navigating land acquisition, approvals, utility shifting and seasonal execution constraints.

J. Kumar Infraprojects sits directly in this theme, with exposure to metros, flyovers, roads, tunnels, water infrastructure and civil construction. Management estimates that projects worth nearly Rs.50,000 crore to Rs.1 lakh crore could come up for bidding over the next 9-12 months across agencies such as MSRDC, MMRDA, NHAI and DMRC.

The stock, which is backed by ace inv...