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Capacit'e Infraprojects Secures ₹537 Crore Order from Raymond Realty
Capacit'e Infraprojects Limited has received a Letter of Intent (LOI) worth approximately ₹537 crore from TenX Realty Limited, a subsidiary of Raymond Limited. The contract involves the construction of multiple towers and a retail building for the 'Address by GS-3' and 'Invictus-2' projects in Thane. This is a repeat order, which underscores the company's strong relationship with major real estate developers and its execution capabilities. The order significantly bolsters the company's order book and provides strong revenue visibility for the coming years.
Key Highlights
Total contract value of approximately ₹537 crore excluding GST
Scope includes construction of Towers F, G, NTA, and a Retail Building in Thane (West)
Repeat order from TenX Realty Limited, a step-down subsidiary of Raymond Limited
The project is part of the company's ordinary civil contracting operations and is not a related party transaction
Strengthens the company's position as a preferred contractor in the high-rise residential space
💼 Action for Investors
Investors should view this as a positive development that enhances order book visibility. Monitor the company's execution progress and its ability to maintain margins amidst fluctuating raw material costs.
Capacit'e Infraprojects Wins ₹537 Crore Order from Raymond Group for Thane Projects
Capacit'e Infraprojects Limited has secured a Letter of Intent (LOI) valued at ₹537 crore from TenX Realty Limited, a subsidiary of Raymond Limited. The contract involves civil construction for the 'Address by GS-3' and 'Invictus-2' projects in Thane, including multiple towers and a retail building. This repeat order from a major developer underscores the company's strong market position and execution reliability. The addition of this contract significantly enhances the company's outstanding order book and future revenue visibility.
Key Highlights
Total contract value of approximately ₹537 crore excluding GST
Scope includes construction of Towers F, G, NTA, and a Retail Building in Thane (West)
Repeat order from TenX Realty Limited on behalf of Raymond Limited's Realty Division
The contract is a non-related party transaction executed in the normal course of business
Strengthens the company's specialized portfolio in high-rise and township construction
💼 Action for Investors
Investors should view this as a positive development that bolsters the order book and validates the company's execution track record. Monitor the company's quarterly execution pace and margin maintenance on these new projects.
Capacit'e Infraprojects Q3 FY26: Revenue Up 13%, Order Book Reaches INR 13,188 Cr
Capacit'e Infraprojects reported its highest-ever quarterly revenue of INR 681 crore in Q3 FY26, marking a 13% YoY increase. The company's order book remains robust at INR 13,188 crore, with year-to-date order inflows of INR 3,909 crore already exceeding the full-year guidance of INR 3,500 crore. Management has successfully reduced finance costs, with interest rates for fund-based limits dropping to 9.65% from previous highs of 12.5%. Despite a slight YoY dip in quarterly PAT to INR 50 crore, the company maintains a healthy net debt-to-equity ratio of 0.12x and projects 18-20% growth for the next financial year.
Key Highlights
Total income for Q3 FY26 rose 13% YoY to INR 681 crore with EBITDA margins improving to 16%.
Order book stands at INR 13,188 crore as of December 2025, with 61% from the public sector.
Year-to-date order inflows reached INR 3,909 crore, surpassing the annual target of INR 3,500 crore.
Interest rates on fund-based limits reduced significantly to 9.65% from 12.5% over the last two years.
Recovered INR 38 crore of old receivables out of a INR 50 crore target for the current financial year.
💼 Action for Investors
Investors should take note of the strong order visibility and the management's success in reducing finance costs and recovering old dues. The exceeding of order inflow guidance suggests strong execution potential and revenue growth of 18-20% for FY27.
Capacit'e Infraprojects Seeks Shareholder Nod for ₹456 Crore Related Party Transaction
Capacit'e Infraprojects has initiated a postal ballot to seek shareholder approval for a material related party transaction involving its subsidiary, CIL MMEPL Ekatha Private Limited. The transaction is with Mohan Mutha Export Private Limited for an aggregate value of up to ₹456 crores covering the period from April 2025 to March 2027. This amount includes ₹166.40 crores in transactions already executed as of December 31, 2025. The company states that these transactions are conducted in the ordinary course of business and on an arm's length basis.
Key Highlights
Proposed material related party transaction (RPT) with an aggregate limit of ₹456 crores.
Transaction involves subsidiary CIL MMEPL Ekatha Private Limited and Mohan Mutha Export Private Limited.
The approval period spans two financial years from April 01, 2025, to March 31, 2027.
Includes ratification/continuation of ₹166.40 crores in transactions already completed by December 2025.
Remote e-voting for shareholders is scheduled from February 13 to March 14, 2026.
💼 Action for Investors
Investors should monitor the voting results on March 17, 2026, to ensure the resolution passes, as it is necessary for the subsidiary's operational continuity. While RPTs are common in the construction sector, the ₹456 crore scale warrants a check on the company's transparency and governance standards.
Capacit'e Q3 Revenue Up 14% to ₹675 Cr; Order Inflow Exceeds Full-Year Guidance
Capacit'e Infraprojects reported a 14% YoY growth in Q3FY26 revenue to ₹675.4 crore, driven by accelerated project execution. The company's order book stands at a robust ₹13,188 crore, with YTD order inflows of ₹3,909 crore already surpassing the full-year guidance of ₹3,500 crore. While PAT saw a marginal 3% YoY decline to ₹50.5 crore, EBITDA grew 20% to ₹108.2 crore with margins at 16%. Management has successfully reduced interest rates from 12.5% to 10.25% and expects significant finance cost savings in FY27.
Key Highlights
Order book reached ₹13,188 crore as of Dec 2025, with YTD inflows of ₹3,909 crore exceeding the annual target.
Q3FY26 Revenue from operations grew 14% YoY to ₹675.4 crore; EBITDA increased 20% to ₹108.2 crore.
Net Debt-to-Equity ratio remains healthy at 0.12x, supported by a reduction in fund-based interest rates to 10.25%.
Realized ₹38.3 crore from non-core asset sales, with another ₹12 crore expected by March 2026 and ₹50 crore in FY27.
Company maintains a Vision 2028 target of 20%+ CAGR to surpass ₹4,000 crore in annual revenue.
💼 Action for Investors
Investors should take note of the strong order book visibility and the company's ability to exceed inflow guidance ahead of schedule. The improving debt profile and interest rate reductions suggest potential for bottom-line expansion in the coming fiscal year.
Capacit'e Q3 FY26: Highest Ever Revenue at ₹681 Cr; Order Inflow Exceeds FY Guidance
Capacit'e Infraprojects reported its highest-ever quarterly revenue of ₹681 crore for Q3 FY26, marking a 13% YoY growth. While EBITDA grew by 20% to ₹108 crore with improved margins of 16%, PAT witnessed a marginal decline of 3% to ₹50 crore. Crucially, the company has already exceeded its full-year order inflow guidance, securing ₹3,909 crore YTD against a target of ₹3,500 crore. The company maintains a robust order book of ₹13,188 crore with a healthy balance sheet showing a Net Debt to Equity ratio of 0.12x.
Key Highlights
Highest ever quarterly revenue from operations at ₹681 crore, up 13% YoY.
EBITDA increased by 20% YoY to ₹108 crore with margins expanding to 16.0% from 15.3%.
YTD order inflows reached ₹3,909 crore, surpassing the full-year guidance of ₹3,500 crore.
Robust order book of ₹13,188 crore as of December 31, 2025, with 61% from the public sector.
Strong financial position with Gross Debt at ₹464 crore and Net Debt to Equity at 0.12x.
💼 Action for Investors
Investors should take confidence from the record revenue and the fact that the company has already beaten its annual order inflow target. The strong order book and low leverage provide high visibility for future growth, making it a solid pick in the construction and infrastructure space.
Capacit'e Infraprojects Q3 PAT Rises 22.8% YoY to ₹45.13 Cr; Revenue Dips Slightly
Capacit'e Infraprojects reported a net profit of ₹45.13 crore for Q3 FY26, marking a 22.8% growth compared to ₹36.75 crore in the corresponding quarter of the previous year. Revenue from operations saw a marginal decline of 1.6% YoY to ₹554.81 crore. While profitability improved, the statutory auditors issued a qualified conclusion regarding the recoverability of ₹11.56 crore in trade receivables. Additionally, the company is pursuing legal action for another ₹54.93 crore in long-outstanding receivables and contract assets.
Key Highlights
Net Profit for Q3 FY26 increased to ₹45.13 crore from ₹36.75 crore YoY.
Revenue from operations stood at ₹554.81 crore, a slight decrease from ₹563.83 crore in Q3 FY25.
9M FY26 Net Profit reached ₹130.61 crore on a total income of ₹1,654.07 crore.
Auditors raised a qualified conclusion over ₹11.56 crore in receivables due to lack of sufficient recovery evidence.
Management is contesting ₹54.93 crore in long-standing dues through NCLT and RERA forums.
💼 Action for Investors
Investors should focus on the company's ability to resolve the ₹66.5 crore in disputed receivables which remain a recurring point of auditor concern. While profit margins have improved, the stagnant revenue growth suggests a need for monitoring new order inflows.
Capacit'e Infraprojects Secures ₹445 Crore Order from Great Value Realty
Capacit'e Infraprojects has received a Letter of Intent (LOI) worth approximately ₹445 crore (excluding GST) from Great Value Realty Limited. The contract involves civil and structural works for the 'Great Value Ekanam' project located in Sector 107, Noida. This new client addition strengthens the company's presence in the NCR region and bolsters its order book. The project aligns with Capacit'e's core expertise in high-rise and residential construction.
Key Highlights
Total contract value of approximately ₹445 crore excluding GST
Project involves civil and structural works for Great Value Ekanam in Noida
New client acquisition (Great Value Realty Limited) diversifying the customer base
The transaction is not a related party transaction, ensuring transparency
💼 Action for Investors
This order adds significant revenue visibility to the company's order book. Investors should maintain a positive outlook while tracking the company's ability to maintain margins.