Capacit'e Infraprojects Ltd (NSE:CAPACITE)

Q1 2027 Capacite Infraprojects Ltd Earnings Call Transcript

Aug 10, 2026 / 08:30 AM GMT

Release Date Price: ₹210.5 (-0.98%)

Transcript

Key Points

Positve

Order book remains robust at Rs 13,535 crore, with a strong pipeline of Rs 22,000 crore in public sector and Rs 5,000 crore in private sector for FY27.
Management is confident of achieving FY27 order inflow target of Rs 4,500-5,000 crore, with Q2 expected to exceed the upper band.
Execution momentum is improving: NBCC revenue is expected to jump from Rs 20 crore to Rs 60 crore per month, and IIT Bombay project has started.
Promoter share pledge has been reduced from 85.5 lakh shares to 50 lakh shares, with a target for full release by end of FY27.
Working capital improvement is on track, with a target to reduce net working capital days by 25-30 days in FY27, following a 40-day reduction last year.
The company expects a substantial portion of the Rs 10 crore additional provision to be reversed in Q3/Q4 as inflation indices catch up with commodity prices.

Negative

Q1 FY27 revenue growth was only 7% YoY, impacted by labor shortages and project delays, with EBITDA margin declining to 15.7% from 17.2%.
An additional provision of Rs 10 crore was taken due to commodity price volatility, particularly non-ferrous metals, which is not yet reflected in government inflation indices.
Execution was hampered by project-specific delays, such as IIT Bombay (started late due to permissions) and CIDCO (land handover pending), leading to slower revenue conversion.
Gross debt increased to Rs 522 crore due to a temporary shift in payments, though management expects reduction on a yearly basis.
The company faces risks from potential Delhi NCR construction bans (NGT) in Q3, which could impact revenue if extended beyond the factored 20 days.
Contract assets and debtors remain high at ~78% of revenue, though improving, with significant unbilled revenue in projects like CIDCO and MADA.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CAPE.NS - Capacite Infraprojects Ltd
Q1 2027 Capacite Infraprojects Ltd Earnings Call
Aug 10, 2026 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Capuset Info Projects Limited Q1 FY27 conference call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after presentation concludes.

Before we begin, a brief disclaimer. The presentation, which Capricet Infra Projects Limited has uploaded on the Stock Exchange and their website, including the discussions during this call, contains or may contain certain forward-looking statements concerning Capricet Infra Projects Limited business prospects and profitability, which are subject to several risks and uncertainties, and the actual results could mentally differ from those in such forward

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