Capacit'e Infraprojects PROJECT Win Summary

Infraprojects Limited has secured a major ₹741 Crore LOI from Mahindra Lifespace Developers for core and shell construction at Mahindra Rainforest (Kanjurmarg) and Mahindra Beacon Hill (Mahalaxmi). This contract strengthens Capacit'e's private sector order book and enhances overall revenue visibility over the next 24 to 36 months. Assuming execution begins in late FY27, the order is estimated to add approximately ₹247 Crore in annual revenue and ₹39.5 Crore in annual EBITDA at historical operating margins (~16%). The partnership with a marquee developer like Mahindra Lifespace lowers counterparty collection risk and validates Capacit'e's execution standards in high-rise residential projects. Financially, the deal will improve the company's working capital profile by balancing its order book mix away from public-sector heavy exposure. Investors should view this contract win as a strong driver for long-term earnings growth and institutional confidence.