Arisinfra Solutions Limited — Investor Meet, 12-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Arisinfra Solutions delivered strong Q4 FY26 results: Revenue grew 55% YoY to INR 343 Cr, with PAT at INR 22 Cr compared to a loss last year. Full-year FY26 revenue reached INR 1,068 Cr (+39%), and PAT surged to INR 60 Cr (up 10x). EBITDA margins improved to 9.43%. Net working capital days sharply reduced to 66, and operating cash flow turned positive at INR 142 Cr, highlighting robust capital efficiency. Management targets 35-40% revenue growth and 10-10.5% EBITDA margins for FY27, focusing on scaling high-margin Contract Manufacturing and Services (DAAS). The new asphalt segment shows strong traction. This asset-light, tech-driven model provides long-term revenue visibility and strong cash generation.