Capacite Infraprojects Ltd (CAPACITE) Q3FY26 Management Mirror - Dec-2025 Qtr
Revenue Outlook
Reaffirmed (Dec'25 Qtr): Management maintained its commitment to 18-20% revenue growth for the full year FY26, targeting a "record quarterly revenue" in Q4 FY26. Standalone revenue is expected to grow faster than consolidated revenue in FY27.
Initiated (Dec'25 Qtr): Provided preliminary guidance for FY27, targeting approximately 18% revenue growth.
Consistency: The company has consistently reaffirmed full-year FY26 guidance across all three quarters despite early execution challenges.
Sequential Evolution: In Jun'25, management emphasized recovering from Q1 monsoon impacts to meet full-year targets. By Sep'25, specific targets were set (725cr for Q3, 850cr for Q4). In Dec'25, the focus shifted to sustaining this momentum into FY27 with an explicit 18% growth target.
6 more themes on the ELITE plan.