Arisinfra Solutions Limited announced its unaudited consolidated financial results for the quarter ended June 30, 2026 (Q1 FY27) via a press release disclosed under SEBI Listing Obligations and Disclosure Requirements Regulations.

Financial Performance

  • Revenue from Operations: ₹2,908 million, representing a 37.1% year-on-year (YoY) increase.
  • EBITDA: ₹305 million, up 67.6% YoY.
  • EBITDA Margin: 10.49%, compared to 8.58% in Q1 FY26.
  • Profit Before Tax (PBT): ₹267 million, a 323% increase YoY.
  • Profit After Tax (PAT): ₹200 million, compared to ₹51 million in Q1 FY26.
  • Diluted EPS: ₹2.05, up 279.6% YoY from ₹0.54 in Q1 FY26.

Business Mix and Segment Performance

  • Contract Manufacturing and Services Contribution: 63% of total revenue, up from 49% a year ago.
  • Contract Manufacturing Revenue: ₹1,540 million, growing 83% YoY from ₹839 million in Q1 FY26. This segment contributed 53% of total revenue.
  • Developer-as-a-Service (DaaS) Revenue: ₹277 million, growing 48% YoY from ₹187 million in Q1 FY26. The portfolio's Gross Development Value (GDV) under execution is ₹18,391 million across 10 active projects.
  • Asphalt Business Revenue: ₹529 million, increased from ₹299 million in Q4 FY26. The customer base expanded from 28 to 38.
  • Customer Retention: The repeat order rate improved to 82% from 78% in the previous quarter.

New Contracts and Business Highlights

  • Secured a Developer-as-a-Service (DaaS) mandate for the Wadhwa Wise City integrated township in Panvel with a Gross Development Value (GDV) of ₹650 crore.
  • Secured a work order worth ₹79 crore from the J. Kumar–NCC (GMLR) Joint Venture for the Goregaon–Mulund Link Road Twin Tunnel Project in Mumbai.

Operational Scale

  • Customer Base: Served 3,412 customers.
  • Vendor Network: 2,229 sourcing vendors.
  • Geographic Reach: Operations across 1,192 PIN codes in 23 States and Union Territories.
  • Manufacturing Capacity: Operations at 10+ Contract Manufacturing plants with over 9 million MTPA reserved manufacturing capacity.
  • Cumulative Deliveries: Exceeded 24 million metric tonnes, supported by 800+ daily deliveries.
  • Technology: Continued enhancement of proprietary platforms CARA AI and ArisGPT for credit assessment and operational efficiency.

Management Commentary

Mr. Ronak K. Morbia, Chairman and Managing Director, commented on the results, stating the performance reflects the strength of the company's integrated business model and disciplined execution. He highlighted the operating leverage from higher-margin segments and expressed confidence in sustaining momentum, citing recent contract wins.

Outlook

The company cited significant long-term growth opportunities in India's construction and infrastructure sectors, supported by public investment, urbanization, and private capex. Arisinfra's focus remains on expanding its Supply–Services–Technology platform by increasing Contract Manufacturing capacity, strengthening the DaaS portfolio, and leveraging AI for operational efficiency.

Company Background

Arisinfra Solutions Limited is a tech-enabled B2B company focused on construction materials procurement in India, operating an asset-light, aggregator-led model. It was listed on NSE and BSE on June 25, 2025.