Arisinfra Solutions Limited — PPTs, 08-08-2025: Investor Presentation

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**Financial Highlights:**

Arisinfra kicked off Q1 FY26 strong: total income jumped 10.8% YoY to ₹215.6 Cr. EBITDA surged 12.6% to ₹19.5 Cr, hitting a record 9.14% margin. Reported PAT was ₹5.1 Cr (adjusted ₹7.4 Cr after one-time IPO costs). Post-IPO, the company is almost debt-free, boosting financial flexibility.

**Strategic Initiatives & Growth Drivers:**

The company’s asset-light aggregator model, tech-enabled supply chain, and integrated execution network are core drivers. Key initiatives include expanding customer wallet share, onboarding new vendors, and boosting high-margin value-added services. A strategic shift towards higher-margin categories is enhancing profitability.

**Business Developments:**

Q1 saw major order wins: a ₹100 Cr Nandi Hills project and a ₹75 Cr pipeline with Wadhwa Wise City. Plus, a ₹340 Cr integrated materials/services deal with Transcon and a partnership unlocking ₹300+ Cr sanitaryware capacity with The House of W. Customer base jumped 6x to 2,779, vendor network 4x to 1,838 (FY22-FY25).

**Market Position & Competitive Advantage:**

Arisinfra is a full-stack execution partner, tackling fragmented supply chains head-on. Its asset-light, tech-driven model and robust network are tough to replicate, ensuring reliable supply and timely delivery across 18 states. Positioned well in India's booming $295B+ construction materials market, it provides a unique competitive edge.

**Investor Implications:**

Strong Q1 results, strategic high-margin shift, big order wins, and near debt-free status point to positive growth potential. The tech-enabled, asset-light model looks favorable for sustained expansion in a booming infrastructure market.