Capital Infra Trust
Capital Infra Trust Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #44 of 58 in Construction
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The short version
Capital Infra Trust aims to significantly grow its Asset Under Management (AUM) to at least INR 10,000 crores by FY27. Capital Infra Trust is entering a new growth phase driven by balance sheet deleveraging, value-accretive acquisitions, and disciplined capital allocation.
From Capital Infra Trust's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Capital Infra Trust aims to significantly grow its Asset Under Management (AUM) to at least INR 10,000 crores by FY27.
- Growth driven by acquisitions of 17 Right of First Offer (ROFO) assets from sponsors and additional third-party HAM road projects.
- Focus primarily on adding HAM-based road assets, which provide stable annuity cash flows and have long concession periods (over 13 years).
- Pipeline includes acquisition of 3 operational ROFO assets imminently and expected addition of 4-5 ROFO assets by mid-FY27, with 2-3 more by end of FY27.
- Planned acquisitions to increase AUM by over 60% from INR 4,282 crores to about INR 6,800 crores by FY26.
2 more points from Capital Infra Trust's call on revenue
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Profitability & Margins
See what Capital Infra Trust said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capital Infra Trust is focused on portfolio expansion through value-accretive acquisitions, notably acquiring three operational ROFO (Right of First Offer) HAM assets: Jodhpur Ring Road (Rajasthan), Hasanpur-Bakhtiyarpur (Bihar), and Champa-Korba (Chhattisgarh).
- These acquisitions add 164 kms of highways and increase AUM by over 60% from INR 4,282 crores to approximately INR 6,800 crores by FY26.
- Further, about 4 to 5 additional ROFO assets are expected to be ready for acquisition by June-July FY27, with 2-3 more towards the end of FY27.
- The strategy also includes acquiring 1-3 third-party HAM assets in the next financial year.
2 more points from Capital Infra Trust's call on capex
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Top-ranked in Construction
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Capital Infra Trust has a pipeline of 17 ROFO (Right of First Offer) assets from the sponsor.
- Currently acquiring 3 operational HAM assets with a combined enterprise value of INR 2,590 crores.
- An additional 14 ROFO assets expected to be ready for acquisition over the next 1 to 3 years.
- Around 4 to 5 ROFO assets anticipated to be ready for acquisition by June to July next year (FY26).
- An additional 2 to 3 assets expected towards the end of FY27.
2 more points from Capital Infra Trust's call on order book
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Capital Infra Trust — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹283 Cr, net profit ₹195 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Capital Infra Trust's management said in earlier quarters
Others in Construction this season
- Suntech Infra Solutions Ltd (Q2 FY26)
The Half-Year Profit & Loss Statement on Page 37 shows revenue figures (₹ in millions): . Key investor presentation takeaways from Suntech Infra Solutions Ltd's
- K2 Infragen Ltd (Q2 FY26)
For H1-FY26 (half year ending September 2025), Revenue from Operations was INR 909 million, up 76.5% YoY from INR 515 million in H1-FY25. Key investor presentat
- Konstelec Engg. (Q2 FY26)
650 Crores (Page 9). Key investor presentation takeaways from Konstelec Engineers's Q2 FY26 investor presentation — and how it ranks against sector peers.
- MBL Infrastructure Ltd (Q2 FY26)
Revenue (Income) for HY25 (half year 2025) standalone: ₹119.37 Cr; FY24: ₹184.15 Cr. Key investor presentation takeaways from MBL Infrastructure Ltd's Q2 FY26 i
Potential multibaggers · Q2 FY27
Potential multibaggers in Construction
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Capital Infra Trust Q2 FY26 results?
Capital Infra Trust aims to significantly grow its Asset Under Management (AUM) to at least INR 10,000 crores by FY27. Capital Infra Trust is entering a new growth phase driven by balance sheet deleveraging, value-accretive acquisitions, and disciplined capital allocation.
What is Capital Infra Trust share price analysis?
Capital Infra Trust currently shows a neutral. The stock trades at a P/E of 6.7 with a market cap of ₹2,757 Cr. Investors should review the full earnings analysis for detailed insights.
Is Capital Infra Trust planning capital expenditure?
Capital Infra Trust is focused on portfolio expansion through value-accretive acquisitions, notably acquiring three operational ROFO (Right of First Offer) HAM assets: Jodhpur Ring Road (Rajasthan), Hasanpur-Bakhtiyarpur (Bihar), and Champa-Korba (Chhattisgarh).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.