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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.

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Arisinfra Solutions Ltd: key numbers

Share price
₹140.29
Market cap
₹1,147 Cr
Revenue (annual)
₹1,067 Cr
Net profit (annual)
₹52.70 Cr
P/E (TTM)
17.3×Sector 33.0×
Promoter holding
37.58%-0.01% QoQ
FII holding
1.94%Current quarter

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

More from Arisinfra Solutions Ltd

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22:42 IST BSE
Promoter Buying

Arisinfra Solutions Promoter Buying: ₹5.46 Cr

Promoter Mr. Siddharth Bhaskar Shah acquired 4,05,000 equity shares of ArisInfra Solutions Ltd via market purchase for ₹5.46 Crore, increasing stake from 2.56% to 3.06%.

Value
₹5.46 Cr
Promoter stake change
+0.50%
15:48 IST BSE
Promoter Buying

Arisinfra Solutions Promoter Buying

Siddharth Bhaskar Shah, a promoter, acquired 13,18,247 ArisInfra shares in the open market on 17 September 2026. His total promoter-group stake rose from 18.29% to 19.90%.

Promoter stake change
+1.61%
23:31 IST BSE
Promoter Buying

Arisinfra Solutions Promoter Buying: ₹16.59 Cr

Promoter Mr. Siddharth Bhaskar Shah bought 13,18,247 shares of ArisInfra Solutions Ltd for ₹16.59 Crore via market purchases. His total promoter stake increased by 1.61%.

Value
₹16.59 Cr
Promoter stake change
+1.61%
18:34 IST NSE
Debt & Borrowing

Arisinfra Solutions Debt & Borrowing: ₹180 Cr

Arisinfra Solutions approved corporate guarantees of ₹100 Crore and ₹80 Crore to secure NCDs issued by its subsidiary, Buildmex-Infra, to Stride Ventures.

Value
₹180.0 Cr
From
Stride Ventures Debt Fund 4
20:00 IST BSE
Management Change

Arisinfra Solutions Management Change

ArisInfra Solutions Ltd announced the resignation of Mr. Suvesh Prasad Sinha, Vice President - Product and Strategy, effective from September 08, 2026.

19:48 IST BSE
New Order Win

Arisinfra Solutions Bags ₹280 Cr Order from O2 Spaces

Arisinfra Solutions Ltd's subsidiary received a Rs.280 Crore service order from O2 Spaces. This DaaS services engagement spans 36 months for a Bengaluru project.

Value
₹280.0 Cr
From
O2 Spaces
Execution
36 months