Capacite Infraprojects Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 28 May 2026 | Construction | Market Cap: ₹1.8K Cr

FY27 revenue growth guidance is 20% year-on-year, backed by the current order book with room for betterment. FY27 revenue growth guidance is about 20%, indicating robust top-line expansion.

From Capacite Infraprojects Ltd's Q4 FY26 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.

View Construction leaderboard →

Capacite Infraprojects Ltd — Quarterly revenue & net profit

Revenue Net Profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹712 Cr, net profit ₹45 Cr.

Full financials →

📊 Revenue & Sales Performance

  • FY27 revenue growth guidance is 20% year-on-year, backed by the current order book with room for betterment.
  • Order intake target for FY27 is INR 4,500 to 5,000 crores, on track to achieve this.
  • Strong top-line growth expected from key projects including CIDCO (INR 500-600 crores), MHADA (INR 350-400 crores), Downtown 25, NBCC, Signature Global, and Raymond.
  • Execution momentum improving post labor shortfall in Q4 FY26, with April impacted but May and June expected to improve.
  • Management cautious due to geopolitical uncertainties impacting margins but optimistic about sustained growth.
  • Potential upside beyond 20% growth exists but is tempered by global uncertainties and commodity price volatility.
  • Focus remains on improving working capital, cash profit, and reducing debt alongside revenue growth.

📈 Profitability & Margins

  • FY27 revenue growth guidance is about 20%, indicating robust top-line expansion.
  • EBITDA margin guidance for FY27 is 15.5% to 16.5%, factoring in geopolitical uncertainties; could improve to 16.5%-17.5% if global conditions stabilize.
  • Efforts to reduce working capital and debt will improve cash profits and strengthen the balance sheet over the next 2 years.
  • Net debt expected to reduce from current INR170 crores, improving finance costs and profitability.
  • Other income expected to remain steady at INR3-4 crores per quarter, plus or minus 10%.
  • Profit After Tax (PAT) for FY26 stood at INR193 crores with a margin of 7.3%; with revenue growth and margin stability, profits and EPS are expected to improve.
  • Overall focus is on improving operating profitability, cash flows, and balance sheet health while targeting meaningful order inflows (INR4,500-5,000 crores) for sustained growth.

🏗️ Capital Expenditure Plans

  • Capacit'e Infraprojects made capex additions of INR 67.81 crores in Q4 FY26 and INR 147.33 crores for the full FY26.
  • For FY27, the company targets capex of around INR 165 crores, mainly towards aluminum formwork and jump-form equipment.
  • No specific mention of strategic investments beyond procurement agreements, which include joint bulk negotiation for commodities like cement and steel to lower costs.
  • Non-core assets disposal continues as a capital optimization strategy, with INR 50 crores targeted to be realized from sales in FY27.
  • The company is focused on maintaining credit profile and working capital efficiency to support growth plans rather than large new strategic investments.

💰 Fundraising & Capital Structure

- No explicit mention of any current or immediate future fundraising through debt or equity in the call. - Focus is on reducing net debt, which is currently less than INR170 crores. - Management intends to continue net debt reduction over the next 2 financial years. - Strategy emphasizes improving working capital metrics, cash profit, and lowering debt rather than raising new funds. - Interest costs have declined due to better rating and reduced finance costs are expected further. - No indications of fresh debt or equity raises; rather, internal cash flows and working capital management are priorities. - Any capital expenditures planned (around INR165 crores mainly on aluminum formwork and jump-form) appear to be internally funded. Overall, the company is prioritizing debt reduction and balance sheet strengthening, with no announced plans for new fundraising through debt or equity.

📋 Order Book & Pipeline

  • Current standalone order book as of March 31, 2026: INR 13,498 crores.
  • Public sector accounts for approximately 57-60% of the order book; private sector accounts for around 32-43%.
  • Order intake target for FY27: INR 4,500 crores to INR 5,000 crores.
  • Bids submitted so far for FY27: more than INR 5,000 crores.
  • Anticipated order announcements in FY27: over INR 1,000 crores in Q1, similar in Q2, and INR 2,500 to INR 3,000 crores combined in Q3 and Q4.
  • Focus on large-size private sector projects (>INR 300-400 crores) and EPC/LSTK contracts to increase revenue per labor.
  • Order book outlook includes about 60% public sector and remainder private sector, maintaining current balance.

Key Metrics

Others in Construction this season

  • Om Power Transmission (Q4 FY26)

    FY26 year-end unexecuted order book stood at INR 621 crores, an all-time high, over 3x FY23 level and 41% higher than FY25 closing. Key concall takeaways from…

  • Mold-Tek Technol (Q4 FY26)

    Improved shift productivity and incentive-based weekly reviews already showing 10%-15% productivity gain from April. Key concall takeaways from Mold-Tek…

  • AVP Infracon Ltd (Q4 FY26)

    Growth strategy includes bidding for larger orders (INR 150-200 crores) and growing existing verticals like solar EPC and pre-engineered buildings, although…

  • Konstelec Engg. (Q4 FY26)

    Current order book size stands at approximately ₹550 crore. Key concall takeaways from Konstelec Engg.'s Q4 FY26 earnings call — and how it ranks against…

Frequently Asked Questions

What were Capacite Infraprojects Ltd Q4 FY26 results?

FY27 revenue growth guidance is 20% year-on-year, backed by the current order book with room for betterment. FY27 revenue growth guidance is about 20%, indicating robust top-line expansion.

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 made capex additions of INR 67.81 crores in Q4 FY26 and INR 147.33 crores for the full FY26.

Keep Capacite Infraprojects Ltd on your radar — track it to get its next earnings analysis in your feed.

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.