Arisinfra Solutions Limited — PPTs, 07-11-2025: Investor Presentation

Arisinfra delivered its strongest Q2 performance with growth across all segments. Revenue climbed 37% YoY, driven by higher dispatches and deeper customer penetration, alongside improved working capital efficiency (NWC Days at 84). Repeat orders stood at 78%.

The company leverages an asset-light model for scalable supply in categories like Aggregates & Ready-Mix Concrete. Strategic focus includes institutionalizing the evolving infra/real estate ecosystem through technology, governance, and financial discipline.

Key order wins include partnerships with Vaishnavi Residences (Arsh Greens, ₹200+ Cr GDV), Merusri Developers (Merusri Sunscape, ₹250+ Cr GDV), and a ₹40 Cr Development Management mandate from AVS Group. A significant strategic partnership with Transcon Group and Amogaya Projects aims to unlock over ₹12,000 Cr in real estate value.

For Q2 FY26, total income reached ₹242.5 Cr. EBITDA surged 50% YoY to ₹22.5 Cr, with PAT turning around to ₹15.3 Cr (from a loss last year). The EBITDA margin improved to 9.34%.

Management highlighted operational leverage, with a focus on deepening technology advantage and financial prudence. The integrated order book stands strong at nearly ₹850 Cr, signaling robust momentum for H2 FY26.