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CAPACITE.NS$223.42+1.75%
Fair $223.42+0.0%

CAPACITE.NS

Capacit'e Infraprojects Limited

Industrials / Engineering & ConstructionNSE

$223.42

+3.85 (+1.75%)

Fairly Valued+0.0%Fair Value $223.42Fund rank 26/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-511.8M · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

45/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · CAPACITE.NSLocal privado en este navegador · Capacit'e Infraprojects Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$18.9B

P/E

9.9x

↓

EV/EBITDA

5.0x

↓

ROE

10.0%

↑

Gross Margin

29.4%

↑

Debt/Equity

0.25

↓
52-Week Range$223
$180$358

TradingView lightweight chart

CAPACITE.NS price, volumen y niveles de valoración

Último $223.42Periodo -34.8%
Fair value: $223.42

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+13.7%

FCF CAGR

+78.3%

FCF margin

1.8%

FCF / Net income

0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.23B · net income $1.92B · FCF $484.6M

2023-FY → 2026-FY

Gross margin

29.4%-2.6% pts

Operating margin

12.5%-2.6% pts

Net margin

7.3%+2.0% pts

FCF margin

1.8%+1.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$26.23B$26.23B$23.50B$19.19B$17.84B
Net Income$1.92B$1.92B$2.03B$1.20B$952.9M
EBITDA$4.54B$4.54B$4.54B$3.37B$3.41B
EPS22.6422.6423.9416.0913.97
Gross Margin29.4%29.4%31.0%32.6%32.0%
Operating Margin12.5%12.5%12.1%12.4%15.1%
Net Margin7.3%7.3%8.6%6.3%5.3%
Balance Sheet
Debt/Equity0.250.250.250.220.35
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$484.6M$484.6M$-511.8M$-1.24B$85.5M
Returns
ROE10.0%10.0%11.8%7.9%8.9%
Valuation
P/E9.879.8715.0918.009.51
EV/EBITDA5.025.027.547.353.77
P/B0.990.991.781.430.88
Growth & Yield
Revenue Growth11.6%11.6%22.4%7.6%—
EPS Growth-5.4%-5.4%48.8%15.2%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-4.3%

fácil

EPS terminal req.

$19.82

Spread vs growth

-1.1%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$23.99

Spread vs growth

-6.6%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$38.63

Spread vs growth

-10.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -34.2%

Total return

-34.2%

Start / end P/E

14.2x → 9.9x

EPS bridge

23.94 → 22.64

Residual

+1.7%

EPS growth-5.4%
Multiple rerating-30.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.