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Earnings Call Transcript

Capacit'e Infraprojects Earnings Call Transcript: Key Takeaways

Capacit'e Infraprojects reported 7% YoY revenue growth, hindered by temporary labor shortages and water cuts in Mumbai. Management remains highly optimistic about recovery, maintaining 20% growth guidance despite current underperformance.

Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growth7% YoY growth to ₹629Cr, impacted by Mumbai labor shortages.
MarginsEBITDA margin 15.7%; compressed by ₹10Cr commodity inflation provision.
Order bookRobust ₹13,535Cr order book; ₹1,071Cr new orders in FY27 YTD.
Demand visibilityStrong visibility with ₹27,000Cr bid pipeline in Q2/Q3.
Management confidenceBalanced but optimistic; strongly defending 20% full-year growth guidance.

Growth

Revenue grew 7% YoY to ₹629Cr; however, EBITDA moderated 3% due to commodity price provisions.

Outlook

Guided 20% revenue growth for FY27; order inflow target ₹4,500Cr to ₹5,000Cr.

Risks

High contract assets (₹1,000Cr+), provision for non-ferrous metal volatility, and potential NGT construction bans.

Last quarter's promises, checked

Delivered

  • Guided FY26 order inflow ₹3,500Cr → delivered ₹4,446Cr (= BEAT)
  • Guided working capital reduction → delivered 43-day reduction (= BEAT)
  • Guided net cash from operations improvement → delivered ₹224Cr vs ₹52Cr YoY (= BEAT)

Partly delivered

  • Guided EBITDA margin 16.5%-17.5% → delivered 16.3% (= PARTIAL)
  • Guided non-core asset sales ₹60Cr+ → delivered ₹44Cr in FY26 (= PARTIAL)

Missed

  • Guided record quarterly revenue for March '26 → delivered 6% growth, lowest in 10 quarters (= MISS)
  • Guided 18% full-year revenue growth → delivered 12% (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: CAPACITE. Summary written with AI assistance from the document.

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Capacit'e Infraprojects Ltd: key numbers

Share price
₹191.14
Market cap
₹1,617 Cr
Revenue (annual)
₹2,623 Cr
Net profit (annual)
₹191.5 Cr
P/E (TTM)
8.7×Sector 33.0×
Promoter holding
31.69%+0.00% QoQ
FII holding
14.16%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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