ArisInfra Solutions Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Arisinfra Solutions reported Q1 FY27 revenue of Rs 291 crore, up 37% YoY, with EBITDA of Rs 31 crore, up 68% YoY, and EBITDA margin at 10.49%. Management attributed margin expansion to a higher mix of contract manufacturing and Developer-as-a-Service (DaaS) revenue, which together rose to 63% of the business from about 46%. The company also reported a new DaaS mandate worth Rs 650 crore from the Wadhwa Group in Mumbai and an increase in gross development value under execution to over Rs 1,800 crore.
ArisInfra reported Q4 FY26 revenue of Rs 343 crore, up 55% year-on-year, with EBITDA growing 202% to about Rs 31 crore and PAT of Rs 22 crore versus a loss a year earlier. For the full year FY26, revenue rose 39% to Rs 1,068 crore, EBITDA doubled to Rs 101 crore, and PAT stood at Rs 60 crore versus Rs 6 crore in FY25. Management highlighted growth in Contract Manufacturing volumes, the new Asphalt category, and the DAAS services business, alongside a reduction in net working capital days and positive operating cash flow.