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Earnings Call

Arisinfra Solutions Earnings Call: Key Takeaways

ArisInfra is a tech-enabled B2B construction materials platform transitioning from low-margin supply to high-margin contract manufacturing and developer services (DaaS).

Why this was an Alfa AlertNot a filter event. Performance aligns with shown FY26 figures without explicit prior guidance beat confirmation.
Highlights
Revenue growth13% 3-year CAGR; FY26 revenue at ₹10,675 Mn.
MarginsEBITDA margin expanded from (0.09)% in FY23 to 9.43% in FY26.
Order book9 Mn+ MTPA reserved capacity; 2 Mn Sq. Ft. service portfolio.
Demand visibilityStrong; backed by National Infra Pipeline and PMAY demand.
Management confidenceHigh; focus on 'asset-light' and 'self-funding' network growth.

Growth

FY26 revenue hit ₹10,675 Mn with 9.43% EBITDA margin, up from negative margins in FY23.

Outlook

Shifting mix toward Aggregates & Asphalt (43% by FY26) and scaling DaaS with 55-60% EBITDA margins.

Risks

Industry fragmentation, working capital gaps in real estate, and high dependence on the Maharashtra market (54%).

Source

Earnings Call filed with BSE, NSE: ARIS. Summary written with AI assistance from the document.

Read the document ↗

Arisinfra Solutions Ltd: key numbers

Share price
₹144.30
Market cap
₹1,180 Cr
Revenue (annual)
₹1,067 Cr
Net profit (annual)
₹52.70 Cr
P/E (TTM)
16.2×Sector 33.5×
Promoter holding
39.68%+2.10% QoQ
FII holding
4.75%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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