Arisinfra Solutions Limited — PPTs, 05-08-2026: Investor Presentation

Arisinfra delivered robust Q1-FY27 results. Revenue jumped 37.1% YoY to ₹290.8 Cr, while profit after tax soared 292.2% YoY to ₹20 Cr, boosting PAT margins to 6.88% and diluted EPS to ₹2.05/share. Contract Manufacturing now leads revenue at 53%, reflecting a strategic shift towards higher-margin segments. Customer repeat orders are strong at 82%.

The company's strategy leverages tech-enabled aggregation, scaling Contract Manufacturing and high-margin DaaS services. Expansion into new product categories and deeper geographic reach, powered by its asset-light model and AI platforms (ArisCloud, ArisGPT), drives efficiency and a self-funding network.

Recent highlights include strong Asphalt business growth and a significant ₹650 Cr DaaS contract from Wadhwa Group, pushing DaaS GDV under execution to ₹1,839.1 Cr for solid revenue visibility. Management prioritizes continued growth through working capital optimization and maximizing its scalable network's capacity with minimal added cost.