ArisInfra Solutions Limited held its Q2 and H1 FY26 earnings conference call on November 10, 2025, showcasing strong financial performance across key metrics.
The technology-driven platform connecting developers, contractors and material suppliers in the infrastructure and real estate sectors demonstrated significant operational improvements and balance sheet strengthening.
The company reported consolidated revenue from operations of ₹241 crore in Q2 FY26, marking 38% year-on-year growth compared to ₹174 crore in Q2 FY'25.
EBITDA reached ₹23 crore with a margin of 9.34%, whilst profit after tax stood at ₹15.25 crore against a loss of ₹2 crore in the previous year. Sequentially, revenue increased by 13% and PAT grew over 3 times compared to Q1 FY26, reflecting strong momentum in business operations.
For the half-year period, revenue touched ₹453 crore, up 24% year-on-year, with EBITDA at ₹42 crore compared to ₹32 crore in H1 FY'25.
The EBITDA margin expanded by 50 basis points to 9.25%, whilst PAT increased to ₹20 crore against ₹4 crore in H1 FY'25. PAT margin improved substantially to 4.45% from 1.25% in the previous year, demonstrating enhanced operational efficiency.
Daily dispatches stood at 792, reflecting 30% year-on-year growth, whilst the customer base increased to 2,982, up 17% year-on-year. The vendor base expanded to 2,003, registering 22% growth. The company's integrated order book stands at nearly ₹850 crore, with key projects including the ₹250 crore Merusri Sunscape luxury villa project and the ₹200 crore Arsh Greens Villa plot development in Bangalore.
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The company substantially strengthened its financial position, with consolidated borrowings reduced from ₹336 crore as of March 31, 2025, to ₹52 crore as of September 30, 2025. Cash and cash equivalents increased to approximately ₹200 crore.
The working capital cycle improved to 84 days from 114 days, with debtor days declining from 135 days to 122 days, indicating better cash management and operational efficiency.
Contract manufacturing contributes approximately 42% of revenue, up from 36% year-on-year, with EBITDA margins of 9% to 9.5%. The services business increased to 8% from 5% year-on-year, with approximately 50% EBITDA margins.
The B2B supply business delivers 2.75% to 3% EBITDA margins. Aggregates increased to 44% of overall revenue contribution, whilst ready-mix concrete contributes 19% to 20%.
On November 14, 2025, ArisInfra Solutions share price opened at ₹151.80 on NSE, near the previous close of ₹151.80. During the day, it surged to ₹153.38 and dipped to ₹150.02. The stock is trading at ₹153.01 as of 10:37 AM. The stock registered a moderate gain of 0.80%.
Over the past week, it has declined by 4.94%, over the past month, it has declined by 10.39%, and over the past 3 months, it has moved up by 8.26%.
ArisInfra Solutions Limited's Q2 and H1 FY26 results demonstrate strong financial performance with 38% revenue growth, improved profitability and substantial balance sheet strengthening. The company's expanded manufacturing capacity, growing order book and diversified business segments position it well for sustained growth in the infrastructure and real estate sectors.
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Published on: Nov 14, 2025, 12:18 PM IST
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