CAPACITE / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Capacit'e Infraprojects · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

12

Answered directly

71%

Numeric claims

2

Consistency

contradicted

Question ledger

What was answered, and how?

Tbakar Rana · Prudent Equity

partial

How many towers delivered in first 9 months?

During the full financial year FYI26, we are supposed to deliver eight towers of cluster 1. One tower has 278 tenements. Out of these three towers have been already inaugurated by the client and the remaining five towers will be inaugurated over the next two months.

Tbakar Rana · Prudent Equity

direct

How much JV profit realized in Q4?

Thereafter consistently we have been declaring an uh profit of close to 1.7 to 2 crores on a quarter basis for the 9 month period it stands at 4.73 quarter 4 we'll see a similar number for a quarter however from next financial year on the basis of expanded revenue the profit addition from the JV to the limit of uh the share of capacity will go up.

Tbakar Rana · Prudent Equity

direct

How much old receivable recovered and future recovery?

We have uh we had committed uh internally to recover close to 50 crores in the current financial year. The recovery of 38 crores as on date not as the end of quarter has has happened and the remaining 12 crores will happen before March.

Tbakar Rana · Prudent Equity

evasive

Revenue guidance for this year and FY27?

We have already given the guidance. We are well on track to do that. And uh let's keep something for surprises. Uh next financial year on a expanded uh order book basis. Uh we definitely need to grow at 18 to 20% uh as per the commitments to our client.

Vasuvave · Duama Wealth

partial

Quarterly revenue run rate at JV level for Mahada?

We are confident that at the JV level next financial year that revenue should be between 60 to 70 crores per month uh however unfortunately uh we are not getting any part of that revenue we will definitely recognize the profit.

Vasuvave · Duama Wealth

direct

Unexecuted order book for MA project at JV level?

At the JV level adding uh the price increase plus the additional area plus the increase in height of sale residential towers and increase in area of the sale commercial tower the revised uh order book should be in excess of 15,000 cr at the TCC that is a JV company level.

Deepak Podar · Sappire Capital

direct

Quantify revenue lost due to disruptions in Q3?

So if we have lost one month we have lost 100 crores.

Deepak Podar · Sappire Capital

evasive

Current monthly run rate and Q4 revenue expectation?

I can only tell you that we will have a record quarterly turnover this quarter as well. Please do not ask me daily turnover. this becomes very difficult but yes I can tell you we will have a record quarterly revenue for Q4 FI26 as well.

Deepak Podar · Sappire Capital

direct

Revenue expected from JV this quarter?

75 crores around around 75 crores. I would like to correct additional 75 crores.

Deepak Podar · Sappire Capital

partial

Bid pipeline and conversion expectations?

Our company at the moment uh has identified projects worth about 14,000 crores which will be focused on and obviously we do not need to do anything silly to shore up our order book.

Dhanja Mishra · Sidi Securities

direct

Outstanding order book from Sitco as of Dec 31?

So uh the outstanding uh order book position in totality is uh 3,000 770 crores out of which 2500 cr is attributed to the location number 7 which has been promised to be delivered uh uh given to us in quarter 1 of the next financial year and by balance 1200 crores is of the first six locations.

Rajesh Kumar Rati · Right Shopping Private Limited

direct

Will new labor laws increase contract labor cost by 8-12%?

Uh no, not at the moment in time because uh 50% of our subcontractors have their own PF number already and they are already compliant with the labor laws. The direct cost of our own personnel has been uh examined by our auditors internal and external and that is pegged at 40 lakhs.