Capacite Infraprojects Limited has informed the Exchange about Transcript
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Capacit'e Infraprojects filed the transcript of its Q1 FY26 earnings call held on August 12, 2025. Q1 revenue came in at INR599 crores, impacted by an unusually early monsoon onset (May 27) and Eid-related labor migration, but management reaffirmed full-year guidance of 20% revenue growth and 16.5%–17.5% EBITDA margins, expressing confidence in a strong H2 ramp-up. The order book stands at INR11,000+ crores (excluding the MHADA order), giving 3+ years of revenue visibility, with a fresh order inflow target of INR4,000–4,500 crores for FY26. Collections in Q1 were INR543 crores against INR599 crores of revenue, and the company generated INR54 crores of positive operating cash flow in FY25, with management expecting further improvement. Key project commitments include INR700–800 crores for CIDCO, INR350 crores for MHADA, and INR60 crores/month from October for NBCC.
The transcript reinforces management's confidence in hitting FY26 targets despite Q1 seasonal headwinds, supported by a robust order book and improving cash flows. Shareholders can take comfort from the strong revenue visibility, declining finance costs (target average interest under 10%), and a disciplined approach to picking higher-quality orders, which should support both margin and stock sentiment.