Arisinfra Solutions Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ArisInfra Solutions reported a strong Q1 FY26. Total income rose 11% YoY to Rs. 216 Cr, with EBITDA at Rs. 19.5 Cr, marking a record 9.2% margin. Net profit reached Rs. 5.11 Cr (adjusted to Rs. 8 Cr after IPO expenses). The company is now net debt-free and dramatically reduced working capital days to 97. Management aims for 30-40% revenue growth in FY26-27, leveraging IPO funds from Q2. Key focus areas include an asset-light model, supply chain financing, and high-margin services. The BuildMex subsidiary is expanding capacity. Leadership is confident in sustaining profitability and achieving an annualized PAT of Rs. 30+ Cr.