GRK Infra

We still consider the stock's valuation reasonable, and a dividend yield of approximately 3-4% makes the expected return attractive.

Due to the exceptionally strong quarterly result and record-high order backlog, we see upward pressure on our earnings forecasts.

GRK will publish its Q2’26 results on Tuesday, July 28, at 8:30 am EEST. Following the completion of the KSBR acquisition, the company issued new guidance for the current year, which positively surprised us, particularly regarding profitability.

The development appears to have remained strong, as the significant guidance increase cannot be explained solely by new business acquisitions.

The target company is highly profitable and will increase GRK's share of private sector customers, thereby reducing its dependence on public projects.