Arisinfra Solutions Unveils Q2 & H1 FY26 PAT at Rs. 20.37 Crore

Arisinfra Solutions Limited, a leading tech-enabled supply and services network for India’s construction and real estate sectors, today announced its unaudited consolidated financial results for the quarter and half year ended September 30th, 2025.

Arisinfra Solutions Limited reported a robust performance in H1 FY26, driven by further expansion of secured supply networks, operating efficiency, higher scale of operations, disciplined cost and capital- efficiency management and the continued success of its integrated materials and real estate solutions platform.

Key Consolidated Highlights:

Q2 FY26 Performance Highlights

• Total income rose to Rs. 242.45 Cr in Q2 FY26, compared with Rs. 177.60 Cr in Q2 FY25 and Rs. 215.61 Cr in Q1 FY26, driven by higher sales volume and deeper penetration in existing clients.
• EBITDA before one-time exceptional items of IPO expenses for Q2 FY26 was Rs. 22.54 Cr versus Rs. 14.99 Cr in Q2 FY25; representing a margin of 9.34 percent, up from 8.51 percent Y0Y and 9.14 percent QoQ.
• Reported PAT stood at Rs. 15.26 Cr in Q2 FY26 as compared to a loss of Rs. 1.98 Cr in Q2 FY25. PAT Margin stood at 6.29 percent in Q2 FY26.
• Net working capital days reduced to 84 days in Q2 FY26 from 114 days in Q2 FY25.
• On the operational front, daily dispatches increased to 792 (up 30 percent YoY /12 percent QoQ), customers rose to 2982 (+17 percent YoY), and vendors to 2,003 (+22 percent YoY).

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H1 FY26 Performance Highlights

• Total income rose to Rs. 458.05 Cr in H1 FY26, compared with Rs. 372.18 Cr in H1 FY25 driven by higher dispatches.
• EBITDA before one-time exceptional items for H1 FY26 increased to Rs. 42.05 Cr from Rs. 32.32 Cr in H1 FY25, up from 30.1 percent YoY. This was on account of a higher share from contract manufacturing, further expansion of secured supply networks, increased contribution from the services business and better cost discipline.
• EBITDA Margins stood at 9.25 percent representing 50 BPS increase.
• Reported PAT rose to Rs. 20.37 Cr in H1 FY26 from ₹4.48 Cr in H1 FY25.
• PAT Margin stood at 4.45 percent in H1 FY26 representing an increase of 325 BPS supported by working capital discipline and by lower finance cost.
• Net working capital days reduced to 84 days in H1 FY26 from 114 days in H1 FY25, an improve- ment of approximately 25 percent, indicating stronger operating discipline.
• On the operational front, daily dispatches increased to 754 (up 26 percent YoY), customers rose to X, 2982 (+17 percent YoY), and vendors to 2,003 (+22 percent YoY).
• Strategic Wins and Order Book Momentum
• Arisinfra Continues to make steady progress across both its materials and services business during Q2 FY26.

Materials Business Highlight (Q2 FY26):

• Steady growth in monthly rolling demand for materials across key markets.
• Contract manufacturing share rose to 44 percent in Q2 FY26 from 41 percent in Q2 FY25.
• Higher reserved capacity across partner plants, supporting throughput and scale.

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Services Business Highlight (Q2 FY26):

• Rs. 250 Cr Merusri Sunscape with Merusri Developers – 5.5-acre luxury villa project on Benga- luru’s IVC Road spans 275,000 sq. ft. and comprises 76 villas. With full RERA approvals, finan- cial closure from Aditya Birla, and construction underway, the project marks a key milestone in expanding Arisinfra’s role as a full stack execution and supply partner.
• Rs. 200 Cr Arsh Greens with Vaishnavi Residences – 4-acre villa plot project in Yelahanka, Benga- luru, with full financial closure achieved and construction underway.
• Partnered with Mumbai-based Transcon Group and Bengaluru-based Amogaya Projects to unlock over ₹12,000 crore in real estate value — through full-stack engagement across strat- egy, financial structuring, materials, marketing, sales & execution.
• Rs. 40 Cr AVS Housing Mandate – awarded directly to Arisinfra for integrated supply & execution

With these, Arisinfra’s integrated order book stands near Rs. 850 crore, spanning 2.5 million sq. ft. of development with a GDV exceeding Rs. 1,400 crore.
Execution Milestone:

The Company achieved strong execution progress during the quarter — delivering record sales at Bodhii Tree Villa Plots and enabling Transcon Developers to secure the Occupation Certificate for Transcon Ramdev Plaza in Mumbai, unlocking over Rs. 1,000 crore in commercial value.
Ayana95: From stalled to success — 185 units across 5 towers completed on time; Completion Certificate obtained. All stakeholders achieved a successful exit. 
Winner of the prestigious GRI Awards, global authority celebrating excellence in real estate, recognizing its strategic turna- round and impact.

Outlook:

The Company remains focused on scaling its integrated supply–services–tech model, improving work- ing capital efficiency, and enhancing margin visibility through higher service contribution. With a strong balance sheet and an expanding base of institutional customers, Arisinfra is poised to deliver capital-efficient, profitable growth.

Management Commentary:

Ronak K. Morbia, Chairman and Managing Director, said:

“Our Q2 FY26 performance reflects the growing strength and maturity of our operating model. We saw consistent growth across both Contract Manufacturing and Services, alongside visible improvement in working capital efficiency and profitability.
During the quarter, Total Income stood at Rs. 242 Cr with EBITDA at Rs. 23 Cr and PAT of Rs. 15 Cr. The 38 percent year-on-year revenue growth and over 3× sequential increase in PAT underscore the operational leverage built into our system.

India’s infrastructure and real-estate ecosystem continues to shift toward greater formalisation and speed. At Arisinfra, our focus remains on strengthening the systems that enable this shift — through governance, technology-led visibility, and financial discipline across every transaction.

With an integrated services order book of nearly Rs. 850 crore, growing monthly material demand, and higher annual reserved capacity across partner plants, we enter the second half of FY26 with strong mo- mentum and readiness to scale further. Our focus remains on deepening our technology advantage, maintaining financial discipline, and partnering with developers and institutions that value dependable execution.”