Arisinfra Solutions Limited — PPTs, 21-03-2026: Investor Presentation

**Business Performance:** Arisinfra Solutions achieved strong 9M-FY26 results: revenue ₹724.1 Cr, EBITDA ₹70.2 Cr (9.69% margin), and PAT ₹38.6 Cr (5.33% margin). This reflects a strategic shift to higher-margin Aggregates and RMC, with Maharashtra and Tamil Nadu key revenue drivers.

**Growth Drivers or Strategy:** ARIS leverages its asset-light, tech-enabled B2B platform. Strategies include expanding into high-margin categories like aggregates and asphalt, new categories (e.g., tiles), and growing its zero-capital Developer-as-a-Service (DaaS) vertical.

**Recent Developments:** Advanced AI tools like Cara AI for credit assessment and ArisGPT for real-time operational intelligence streamline procurement. It also expanded into the large-scale asphalt market late 2025.

**Key Financial Metrics:** 9M-FY26 Diluted EPS jumped to ₹4.36. Net working capital days improved to 74, reflecting better cash flow, maintaining a net cash position (Net Debt/Equity (0.22)x).

**Management Commentary / Outlook:** Management prioritizes scaling its network model, designed to handle 10x higher volumes with minimal incremental cost, driving sustainable growth through technology and strategic category alignment.