Jal Jeevan's Rs 2,486 Cr order book is the lifeline, but a steep quarterly slide in momentum shows cash crunch still throttles execution.
Overall read
5.3/10
Cheap & weak
The three reads · this quarter
Jal Jeevan's Rs 2,486 Cr order book is the lifeline, but a steep quarterly slide in momentum shows cash crunch still throttles execution.
Overall read
5.3/10
Cheap & weak
The three reads · this quarter
The standing reads · change less often
Moat
No real edge
No durable moat: cyclical EPC with thin margins, high debt, and intense competition.
Key variables
4 tracked
lead: Order book compositionThe order mix is shifting from capital-intensive road projects to water and irrigation, which may lower margins but improves funding stability due to centralized backing.
Walk the talk
Weak
as of Q2 FY22Jal Jeevan Mission water supply projects provide high revenue visibility with Rs 2,486 Cr order book.
Latest · newest first
No material exchange filings in the last 60 days. Latest scored quarter: Q2FY22.
Open the Exchange Desk1 of 4 guidance items delivered on time
Where it sits