Infra stock jumps 9% after securing LOI worth ₹445 Cr from Great Value Realty

Synopsis: Capacite Infraprojects shares jumped 9% after securing a Rs. 445 crore LOI from Great Value Realty for a Noida project, boosting its order book and reinforcing confidence in its execution capabilities.

The shares of this company primarily engaged in the EPC business and provide turnkey solutions for housing, high rises, super high rises, speciality buildings and urban infrastructure are in focus after it rose by 9% in today’s market following a significant order from Great Value Realty Limited.

With a market capitalisation of Rs. 2,077 cr, the shares of Capacite Infraprojects Ltd were trading at Rs. 245.55 per share, surging 9% in today’s market session, making a high of Rs. 249.15, up from its previous close of Rs. 229.20 per share. The stock declined 30% over the past year, is down 4% on a year-to-date basis, fell 18% in the last six months, and slipped 4% over the past month. As of Q3FY26, Ace investor Mukul Agrawal holds a stake of 6.09% in the company.

About the order 

Capacite Infraprojects Limited has received a significant boost to its order book with the receipt of a Letter of Intent (LOI) worth approximately Rs. 445 crore (excluding GST) from Great Value Realty Limited. 

The contract is for civil and structural works at the “Great Value Ekanam” project located in Sector 107, Noida, and has been awarded in the normal course of the company’s civil contracting business. 

Commenting on the development, Managing Director Rahul Katyal said the project reflects growing confidence in its engineering expertise, execution capabilities, and commitment to quality delivery. He added that the company’s teams are aligned to execute the project with high standards of safety, efficiency, sustainability, and timely completion, further strengthening its presence in the real estate and infrastructure construction segment.

Capacite Infraprojects Ltd is a reputed EPC contractor focused exclusively on the building construction segment. The company works with most major real estate developers across India and has built a strong reputation through its emphasis on technology, robust asset base, and execution capabilities. 

The company delivers strong returns with a ROCE of 18.0% and ROE of 12.6%, supported by a debt-to-equity ratio of 0.23. It trades at an attractive P/E of 10.5 versus the industry average of 17.1, with a low PEG ratio of 0.17 and robust 3-year compounded profit growth of 62%.

Its public sector clients include CIDCO, BSNL, Indian Oil, NBCC, and NHSRCL, while its private sector clientele comprises leading developers such as Oberoi Realty, Godrej Properties, Piramal Realty, The Phoenix Mills, DLF, Lodha Group, Brookfield, Hubtown, and Brigade Group. 

Order Book and Growth Outlook

As of September 30, 2025, the order book stands at Rs. 11,991 cr. Order book is well diversified, with a near-balanced split between private (53%) and public (47%) projects. The portfolio is largely focused on high-rise buildings (89%), with residential projects forming the majority at 64%, followed by mixed-use (28%) and institutional (8%), supporting strong revenue visibility and growth momentum ahead.

The company targets sustaining over 20% CAGR in revenue to surpass Rs. 4,000 crore by FY28. It aims to reduce working capital requirements, maintain an industry-leading EBITDA margin of 16.5%–17.5%, and lower gross and net debt through better working capital management and monetisation of non-core assets, including Rs. 65 crore in FY26.

Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post Infra stock jumps 9% after securing LOI worth ₹445 Cr from Great Value Realty appeared first on Trade Brains.