Synopsis: Capacite Infraprojects Ltd rose by 6% after reporting Q3FY26 sales of Rs. 675 cr with strong order inflows of Rs. 3,909 cr. It targets 20% revenue CAGR by FY28, optimising margins, reducing debt, and monetising non-core assets.
The shares of this company are primarily engaged in the EPC business and provide turnkey solutions for housing, high rises, super high rises, speciality buildings and urban infrastructure are now in focus after it rose by 6% following Q3 results, and also expect to surpass the Rs. 4,000 crore benchmark for revenue by FY 2028
With a market capitalisation of Rs. 2,262 cr, the shares of Capacite Infraprojects Ltd were trading at Rs. 267 per share, jumping over 6% in today’s market session, making a high of Rs. 270.90, up from its previous close of Rs. 254.40 per share. As of Q3FY26, Ace investor Mukul Agrawal holds a stake of 6.09% in the company.
Q3 Results
Year-on-Year (YoY) Performance
For Q3FY26, Capacite Infraprojects reported sales of Rs. 675 crore, up 14% from Rs. 590 crore in Q3FY25. EBITDA rose 20% to Rs. 108 crore from Rs. 90.3 crore, reflecting better operational efficiencies. Net profit declined 4% to Rs. 50.5 crore from Rs. 52.3 crore, with EPS falling 4% to Rs. 5.91 from Rs. 6.15.
Quarter-on-Quarter (QoQ) Performance
Compared to Q2FY26, sales increased 4% from Rs. 646 crore to Rs. 675 crore, while EBITDA remained steady at Rs. 108 crore. Net profit saw a slight decrease of 1% from Rs. 51.1 crore to Rs. 50.5 crore, and EPS edged up marginally to Rs. 5.91 from Rs. 5.80.
Key Highlights
The company has exceeded its full-year order inflow guidance of Rs. 3,500 crore ahead of schedule, with FY26 year-to-date inflows reaching Rs. 3,909 crores. Supported by a strong pipeline of quality bids, the company remains confident of further expanding its order book in the remaining period of FY26. As of Q3FY26, the order book of the company stands at Rs. 13,188 crore.
Additionally, it has realised Rs. 38.3 crore to date from the disposal of non-core assets and expects to realise another Rs. 12 crore by March 31, 2026. Looking ahead to FY27, the company anticipates realising Rs. 50 crores from the sale of non-core assets, further strengthening its financial position.
The company’s assessed working capital limits of Rs. 1,390 crore (Fund Based & Non-Fund Based) are fully tied up, providing ample capacity to support growth and execution in the coming year. Over the last two years, fund-based interest rates have been reduced from ~12.5% to 10.25%, while non-fund-based charges have moderated from 2.5% to 1.2%.
Future Outlook
Revenue from Operations
The company aims to continue its growth momentum, targeting a compound annual growth rate (CAGR) of over 20%. The objective is to surpass the Rs. 4,000 crore benchmark for revenue by FY 2028, ensuring sustained business expansion.
Working Capital
It will focus on reducing the working capital requirement both on an absolute basis and in terms of the number of days. This will help improve liquidity and operational efficiency across the business.
Margin
The organisation plans to further optimise operational performance to maintain a healthy, industry-leading EBITDA margin. The target range for margins is set between 16.5% and 17.5%, reinforcing the company’s commitment to strong financial health.
Debt Levels
There is a strategic focus on lowering gross and net debt levels. This will be achieved through reductions in working capital requirements as well as monetisation of non-core assets, with a planned divestment of Rs. 50 crore during FY 26.
Capacite Infraprojects Ltd is an Indian EPC company based in Mumbai, specialising in construction and project management for residential, commercial, and institutional buildings. It focuses on modern construction techniques, quality, and timely delivery of complex projects.
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