Capacite Infraprojects Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 15 Jul 2026 | Construction | Market Cap: ₹1.8K Cr
Capacit'e Infraprojects forecasts a revenue growth target of 20% to 25% year-on-year through FY 2028. Capacit'e Infraprojects targets 20% to 25% year-on-year revenue growth, aiming for INR3,500 crores order intake in FY '26, with internal targets higher.
From Capacite Infraprojects Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Price
₹215
Market Cap
₹1.8K Cr
P/E Ratio
9.8
How does Capacite Infraprojects Ltd rank in Construction?
Compare Capacite Infraprojects Ltd against every Construction company this quarter on revenue, margins and earnings-call signals.
Capacite Infraprojects Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹712 Cr, net profit ₹45 Cr.
Full financials →📊 Revenue & Sales Performance
- →Capacit'e Infraprojects forecasts a revenue growth target of 20% to 25% year-on-year through FY 2028.
- →For FY '26, the company aims for a minimum revenue of around INR 2,700 crores, implying approximately 15% growth, though management maintains 25% as guidance.
- →Order intake is targeted at INR 3,500 crores for the current financial year, with prospects of higher internal targets once this threshold is crossed.
- →Growth will focus on industrial and commercial projects, and healthcare, with limited residential projects due to labor constraints.
- →The company plans to manage around 35 projects generating at least INR 10 crores revenue per month for sustainable growth.
- →Data center projects and iconic high-rise towers, especially in Andhra Pradesh's Amaravati region, present additional growth opportunities.
- →Profit margins are expected to stabilize around 17% to 18%, with growth driven primarily by fixed cost efficiencies and strong execution.
📈 Profitability & Margins
- →Capacit'e Infraprojects targets 20% to 25% year-on-year revenue growth, aiming for INR3,500 crores order intake in FY '26, with internal targets higher.
- →The company expects continued strong growth as seen in FY '25 with 24% revenue growth and improving PAT margins.
- →EBITDA margin guidance remains steady at 17% to 17.5%, with actuals often exceeding this.
- →PAT has risen significantly due to fixed cost savings and stable finance costs; however, PAT margin improvements may taper.
- →Earnings growth is supported by executing a diversified order book with increasing industrial, commercial, and healthcare projects.
- →The company is cautious but confident in managing around 35 projects generating at least INR10 crores monthly.
- →Operating earnings will normalize as new accounting policy delays profit recognition until 10% project completion but will recover in subsequent quarters.
- →EPS is expected to increase in line with rising PAT and revenue growth.
🏗️ Capital Expenditure Plans
- →Capacit'e Infraprojects planned capex for the current financial year is similar to last year’s under INR60 crores, with a possible increase of INR15-20 crores.
- →There will be an increase in temporary structures capex due to sizable projects added in Q4 of the last fiscal.
- →Temporary structures (site establishment) are treated as capex but amortized over the project lifecycle.
- →The company is keen on data center projects and will continue bidding in that space.
- →The company has submitted documents for projects in Andhra Pradesh (Amaravati), looking initially at small turnkey projects valued around INR700-800 crores.
- →The company will pursue iconic high-rise and tower projects, leveraging its expertise in super high-rise structures.
💰 Fundraising & Capital Structure
- →No explicit mention of new equity fundraising in the call.
- →Debt position: Net debt targeted to decrease; currently around INR195 crores, with a goal to reduce to INR120-125 crores.
- →Existing limits: INR150 crores of unutilized Bank Guarantee (BG) and Letter of Credit (LC) limits available.
- →Expectation to arrange an additional INR260 crores of limits within the next quarter for growth needs.
- →State Bank of India has assessed these limits, and there are plans to approach rating agencies to reduce finance costs.
- →Debt historically was INR335 crores; aim to maintain or reduce around that level with repayment ongoing.
- →No challenges anticipated in securing incremental debt limits for FY '26 and FY '27 growth plans.
📋 Order Book & Pipeline
- →Standalone order book as of March 31, 2025, stands at INR 10,545 crores.
- →Public sector order book accounts for 68%, and private sector 32%.
- →Unrecognized MHADA order book addition of INR 3,000+ crores expected once more land is available, potentially increasing order book by around INR 3,500 crores.
- →Operational projects worth INR 8,500+ crores; INR 2,000 crores (location number 7) pending operational commencement.
- →Submitted documents for projects in Amaravati, Andhra Pradesh; qualification expected soon.
- →Targeted committed order intake for FY 2026 is INR 3,500 crores, with internal targets potentially higher.
- →Order inflows to continue focusing on industrial, commercial, and healthcare sectors, limited residential work due to labor constraints.
- →Total project revenues to be recognized progressively as projects surpass 10% completion thresholds.
Key Metrics
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Frequently Asked Questions
What were Capacite Infraprojects Ltd Q4 FY25 results?
Capacit'e Infraprojects forecasts a revenue growth target of 20% to 25% year-on-year through FY 2028. Capacit'e Infraprojects targets 20% to 25% year-on-year revenue growth, aiming for INR3,500 crores order intake in FY '26, with internal targets higher.
What is Capacite Infraprojects Ltd share price analysis?
Capacite Infraprojects Ltd currently shows a neutral. The stock trades at a P/E of 9.8 with a market cap of ₹1,815 Cr. Investors should review the full earnings analysis for detailed insights.
Is Capacite Infraprojects Ltd planning capital expenditure?
Capacit'e Infraprojects planned capex for the current financial year is similar to last year’s under INR60 crores, with a possible increase of INR15-20 crores.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.
