| Revenue growth | 13% 3-year CAGR; Q1-FY27 shows continued strong momentum. |
|---|---|
| Margins | Improving via mix shift to Contract Manufacturing and Services. |
| Order book | 2.53 Mn Sq. Ft. services portfolio under execution. |
| Demand visibility | Strong; backed by National Infra Pipeline and PMAY urban demand. |
Growth
FY26 revenue grew to INR 10,675 Mn from INR 7,677 Mn. EBITDA margins expanded significantly from 6.53% to 9.43%.
Outlook
Focusing on high-margin 'Developer-as-a-Service' (55-60% EBITDA) and expanding 9 Mn+ MTPA reserved capacity.
Risks
Industry fragmentation, working capital gaps in traditional models, and execution risks in real estate projects.
Last quarter's promises, checked
Delivered
- Guided 35-40% FY26 revenue growth → delivered 39% (= BEAT)
- Guided EBITDA margin expansion → delivered 9.43% from 6.53% (= BEAT)
- Guided net working capital reduction → delivered 66 days from 110 days (= BEAT)
Partly delivered
- Targeted 55-60% revenue share from Contract Manufacturing & Services → delivered 63% (= BEAT/MIX SHIFT)
Investor Presentation filed with NSE, NSE: ARIS. Summary written with AI assistance from the document.
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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- Value
- ₹5.46 Cr
- Promoter stake change
- +0.50%
Arisinfra Solutions Promoter Buying
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- Promoter stake change
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- Value
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- Promoter stake change
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Arisinfra Solutions Debt & Borrowing: ₹180 Cr
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- Value
- ₹180.0 Cr
- From
- Stride Ventures Debt Fund 4
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.
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