| 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
- ₹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
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- Promoter stake change
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- Value
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Arisinfra Solutions Debt & Borrowing: ₹180 Cr
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- Value
- ₹180.0 Cr
- From
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Arisinfra Solutions Management Change
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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