CAPACITE.NSE News

In this briefing: Narayana Hrudayalaya: A Quarter of Record Performance and Strategic Expansion CTW Cayman: Sales Rise 41% as AI Marketing Engine Drives ROAS Above 125% Nabaltec — Full year guidance maintained UltraGreen.ai IPO: High Growth and High Margins, Market Leader The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory 1. Narayana Hrudayalaya: A Quarter of Record Performance and Strategic Expansion NARH delivered its best-ever quarter in Q2FY26, with 20.3% YoY revenue growth, 30.3% YoY EBITDA growth and margin expansion across India and Cayman. Margins improved even with limited capacity, showing stronger earnings quality. Cayman maintains over 40% margins , and India is preparing for a major INR 3,000 crore expansion phase. With India easing capacity limits, Cayman scaling, and the UK Practice Plus acquisition expanding global reach , NARH is evolving into a stronger multi-country healthcare platform with long-term growth potential. 2. CTW Cayman: Sales Rise 41% as AI Marketing Engine Drives ROAS Above 125% New game launches and international expansion drive growth; 41% YoY Growth in FY2H25 47% user base expansion; international markets now 30% of revenue Maintain Structural Long rating, increasing forecasts based on latest results 3.

In this briefing: CTW Cayman: Sales Rise 41% as AI Marketing Engine Drives ROAS Above 125% Nabaltec — Full year guidance maintained UltraGreen.ai IPO: High Growth and High Margins, Market Leader The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory India’s Synthetic Rubber Sector Steadies Amid Import Decline 1. CTW Cayman: Sales Rise 41% as AI Marketing Engine Drives ROAS Above 125% New game launches and international expansion drive growth; 41% YoY Growth in FY2H25 47% user base expansion; international markets now 30% of revenue Maintain Structural Long rating, increasing forecasts based on latest results 2. Nabaltec — Full year guidance maintained Nabaltec’s numbers for the first nine months of 2025 (9M25) confirm resilient earnings in a weak demand environment. Group revenue declined 1.9% y-o-y to €155.1m, while EBIT fell 16.8% to €14.0m, with a nine-month EBIT margin of 9%. Guidance for 2025 is unchanged at up to a 2% revenue contraction and an EBIT margin of 7–9%.

In this briefing: Nabaltec — Full year guidance maintained UltraGreen.ai IPO: High Growth and High Margins, Market Leader The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory India’s Synthetic Rubber Sector Steadies Amid Import Decline FnGuide (064850 KS): The FactSet/MSCI of South Korea at 12.9x P/E 1. Nabaltec — Full year guidance maintained Nabaltec’s numbers for the first nine months of 2025 (9M25) confirm resilient earnings in a weak demand environment. Group revenue declined 1.9% y-o-y to €155.1m, while EBIT fell 16.8% to €14.0m, with a nine-month EBIT margin of 9%. Guidance for 2025 is unchanged at up to a 2% revenue contraction and an EBIT margin of 7–9%. Although Q4 can be seasonally weak, given the nine-month results (with a Q3 EBIT margin of 10.3%) the full year guidance looks achievable in our view, and we see no reason to revisit our estimates or valuation. Nabaltec is controlling its costs as far as possible in a difficult demand environment, but it retains a conservative balance sheet and a number of growth options. 2.

In this briefing: Exencial Industry Tidings 24/11/2025 The Great Indian Labour Reset: A Story of Reform in the Shadow of Global Shifts The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory Did The Elon & Jensen Clown Show Just Crater The AI Narrative? Lucror Analytics - Morning Views Asia 1. Exencial Industry Tidings 24/11/2025 Govt to increase sugar MSP by 23% to Rs.38 per kg Shrimp exports rise by 18% to USD 2.4 bln during Apr-Aug 2025 Textiles industry's sales grow by 4.9% in September 2025 quarter 2. The Great Indian Labour Reset: A Story of Reform in the Shadow of Global Shifts The 2025 Labour Codes are India's bid to become a manufacturing superpower. By moving from 1,436 rules to 351, the message to the world is clear: India is open for business. Reinforces "Ease of Doing Business." Positions India to capture global supply chains. 3. The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory Capacite Infraprojects saw its highest-ever Q2 performance with 24% YoY income growth.

In this briefing: UltraGreen.ai IPO: High Growth and High Margins, Market Leader The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory India’s Synthetic Rubber Sector Steadies Amid Import Decline FnGuide (064850 KS): The FactSet/MSCI of South Korea at 12.9x P/E Ep. 132 Real Conversations 1. UltraGreen.ai IPO: High Growth and High Margins, Market Leader UltraGreen.AI (2594794D SP) is looking to raise US$400m in its upcoming Singapore IPO. UltraGreen is a global leader in Fluorescence Guided Surgery (FGS), a surgical approach that helps doctors see things inside the body that are normally invisible under regular white light. We have looked at the company's past performance in our previous note. In this note, we talk about valuations. 2. The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory Capacite Infraprojects saw its highest-ever Q2 performance with 24% YoY income growth. It achieved nearly its full-year order inflow target of Rs. 3,500 crores in H1 FY26 , signaling strong execution.

In this briefing: The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory Did The Elon & Jensen Clown Show Just Crater The AI Narrative? Lucror Analytics - Morning Views Asia SENSEX Index Rebalance: InterGlobe Aviation to Replace Tata Motors PV APAC Healthcare Weekly (November 23) – 3SBio, Celltrion, Hanmi Pharm, HK Inno.N, Otsuka, CSL 1. The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory Capacite Infraprojects saw its highest-ever Q2 performance with 24% YoY income growth. It achieved nearly its full-year order inflow target of Rs. 3,500 crores in H1 FY26 , signaling strong execution. The Rs. 11,991 crores order book provides robust 4.5x revenue visibility, and a shift towards the upper end of the 16.5%-17.5% EBITDA margin guidance suggests improving operational efficiency and profitability. CIL is set for sustained, high-double-digit growth with major H2 FY26 project ramp-ups and a Rs. 4,000 crores FY28 revenue target , necessitating a focus on execution and working capital strategies. 2.

In this briefing: The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory India’s Synthetic Rubber Sector Steadies Amid Import Decline FnGuide (064850 KS): The FactSet/MSCI of South Korea at 12.9x P/E Ep. 132 Real Conversations Cosmo Jiang - Unpacking Digital Asset Treasuries - [Making Markets, EP.70] 1. The Beat Ideas- Capacite Infraprojects: Optimizing the Growth Trajectory Capacite Infraprojects saw its highest-ever Q2 performance with 24% YoY income growth. It achieved nearly its full-year order inflow target of Rs. 3,500 crores in H1 FY26 , signaling strong execution. The Rs. 11,991 crores order book provides robust 4.5x revenue visibility, and a shift towards the upper end of the 16.5%-17.5% EBITDA margin guidance suggests improving operational efficiency and profitability. CIL is set for sustained, high-double-digit growth with major H2 FY26 project ramp-ups and a Rs. 4,000 crores FY28 revenue target , necessitating a focus on execution and working capital strategies. 2.