Arisinfra Solutions Limited — Investor Meet, 13-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ArisInfra reported strong financial results for the quarter and half-year. Q2 FY26 revenue reached INR241 Cr (+38% YoY), with PAT at INR15 Cr (vs. loss YoY). H1 FY26 revenue stood at INR453 Cr (+24% YoY), and PAT at INR20 Cr. Working capital cycle improved significantly to 84 days, while consolidated borrowings reduced to INR52 Cr. Management is confident in 35-40% YoY revenue growth, driven by an asset-light model leveraging contract manufacturing (9.5M MT capacity, >40% utilized) and high-margin development management services (INR1,800 Cr GDV). An integrated order book of INR850 Cr provides 24-30 month visibility, pointing to sustained profitable growth.