ALFA Finder| Management target | Revenue 40.0% FY27 |
|---|
| Revenue growth | 37% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margins improved 191 bps YoY to 10.49% due to segment mix. |
| Order book | INR 1,800+ Cr GDV under execution; new 650 Cr DaaS mandate. |
| Demand visibility | Strong; significant headroom with 65-70% utilization and increasing capacity. |
| Management confidence | High; confident in sustaining 10.5-11% EBITDA margins and 35-40% growth. |
Growth
Revenue grew 37% YoY to 291 Cr; EBITDA grew 68% to 31 Cr; PAT rose to 20 Cr from 5 Cr.
Outlook
Guidance of 35-40% annual revenue growth; DaaS target contribution 9-11% of topline; contract manufacturing scaling to 60%.
Risks
Seasonal monsoon slowdown in asphalt; high revenue concentration in Maharashtra and Tamil Nadu; potential for future credit losses.
Last quarter's promises, checked
Delivered
- Guided 40% annual growth → delivered 37% (Q1 FY27) (= BEAT)
- Targeted 10.5-11% EBITDA margin → delivered 10.49% (= BEAT)
- Guided NWC reduction (previously 116 days) → delivered 56 days (= BEAT)
Partly delivered
- Targeted Asphalt revenue 80-100 Cr in 12-18 months → Scaling up but not yet at run-rate (= PARTIAL)
Investor Presentation filed with BSE, NSE: ARIS. Summary written with AI assistance from 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.
More from Arisinfra Solutions Ltd
All →Arisinfra Solutions Results Update
Arisinfra Solutions reported record Q2 FY27 profit and EBITDA margin, with H1 profit after tax doubling to ₹42.9 Cr. H1 revenue rose 32% to ₹598.5 Cr.
Arisinfra Solutions Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹307.7 Cr (+28%), PAT ₹22.8 Cr (+50%), EBITDA margin 11.6% (+220 bps). H1 revenue +32%, PAT +110%. Asset-light contract manufacturing and DaaS model.
- Call
- Guides 38% growth
Arisinfra Solutions Other Announcement
ArisInfra filed ICRA's IPO proceeds monitoring report for Q2 FY27. It shows no material deviation, with GCP utilisation revised within limits.
Arisinfra Solutions Q2 FY27 Results: Net Profit ₹22.8 Cr, Up 49.0% YoY
Arisinfra Solutions Ltd reported revenue from operations of ₹307.7 Cr (+27.6% YoY) and net profit of ₹22.8 Cr (+49.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹22.8 Cr · +49.0% YoY
Arisinfra Solutions Debt & Borrowing: ₹3.9 Cr
Arisinfra guaranteed Rs 3.90 Crore for subsidiary White Roots Infra Trading's SBI credit facility. The guarantee is contingent, with no current impact on the listed company.
- Value
- ₹3.90 Cr
Arisinfra Solutions Board Meeting Date
ArisInfra Solutions scheduled a board meeting for 3 Nov 2026 to approve Q1/H1 FY27 financial results. No financial figures or other decisions are disclosed in this advance intimation.