Capacit'e Infraprojects Limited

Engineering & Construction/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

CAPACITE

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹215 today

BEAR

₹225

+5%

11.6% a year · 8.9x exit

BASE

₹406

+89%

20% a year · 14.9x exit

BULL

₹547

+155%

27.2% a year · 19x exit

Where the market has priced it

5x10x today884x

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹22.64 (screener)
Guided growth	20% a year, said on the call of 25-May-2026 · transcript
Read across as	operating: revenue growth, margin held flat — medium confidence
Delivery calibration	0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings
Exit multiple	8.91x / 14.93x / 19x, this company’s own p20 / median / p80 across 9 filed years
Filed-industry peers	median 16.16x across 36 peers — the cross-check, not the input
Arithmetic	base EPS × (1 + guided growth × delivery)¹ × exit multiple

Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from a third-party research digest · not our own extraction

implied earnings growth 20%

Revenue growth guidance of 20% year-on-year for FY '27, order inflow target of INR4,500 crores to INR5,000 crores, and EBITDA guidance of 15.5% to 16.5% (contingent on geopolitical factors).

Call 25-May-2026 · bridge confidence medium · transcript PDF

Coverage

SectorEngineering & Construction

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

*Arisinfra solutions:* Company signs MOU with Capacit’e Infraprojects for material procurement worth minimum Rs 800 crore. (Positive)

Order win15 Apr 02:11

Infrastructure

Ahluwalia Contracts, Afcons Infrastructure, Ashoka Buildcon, Capacit’e Infraprojects Limited, GR Infraprojects, KNR Construction, Nagarjuna Construction Co , NBCC, PNC Infratech, Texmaco Rail & Engineering, Titagarh Rail Systems

Information Technology

Birlasoft, Coforge, Cyient, Firstsource Solutions, HCL Technolo

Mention only09 Jun 11:11

CAPACIT'E: Bags ₹589 Cr order from Raymond Realty for civil core & shell works in Mumbai project.

Order win03 Jun 13:29