Mumbai : 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:

ParticularsQ2 FY26Q2 FY25YoY (%)Q1 FY26H1 FY26H1 FY25YoY (%)
Operational Metrics    
No. of Daily Dispatches79261030%70975459926%
No. of Customers2982254817%2,8732982254817%
No. of Vendors2003163922%1,9162003163922%
Financials (Rs Cr)    
Total Income242.45177.6036.5%215.61458.05372.1823.1%
EBITDA*22.5414.9950.3%19.5142.0532.3230.1%
EBITDA margin (%)9.34%8.51%83 Bps9.20%9.25%8.75%50 Bps
Reported PAT15.26(1.98)NA5.1120.374.48354.77%
PAT margin (%)6.29%NANA2.37%4.45%1.20%325 Bps

*EBITDA before one-time exceptional items of IPO expenses.

Q2 FY26 Performance Highlights

  • Total income rose to ₹242.45 Cr in Q2 FY26, compared with ₹177.60 Cr in Q2 FY25 and ₹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 ₹22.54 Cr versus ₹14.99 Cr in Q2 FY25, representing a margin of 9.34%, up from 8.51% Y0Y and 9.14% QoQ
  • Reported PAT stood at ₹15.26 Cr in Q2 FY26 as compared to a loss of ₹1.98 Cr in Q2 FY25. PAT Margin stood at 6.29% 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% YoY /12% QoQ), customers rose to 2982 (+17% YoY), and vendors to 2,003 (+22% YoY).

H1 FY26 Performance Highlights

  • Total income rose to ₹458.05 Cr in H1 FY26, compared with ₹372.18 Cr in H1 FY25 driven by higher dispatches.
  • EBITDA before one-time exceptional items for H1 FY26 increased to ₹42.05 Cr from ₹32.32 Cr in H1 FY25, up from 30.1% YoY. This was on account of a higher share from contract manufac- turing, further expansion of secured supply networks, increased contribution from the services business and better cost discipline.
  • EBITDA Margins stood at 9.25% representing 50 BPS increase.
  • Reported PAT rose to ₹20.37 Cr in H1 FY26 from ₹4.48 Cr in H1 FY25.
  • PAT Margin stood at 4.45% in H1 FY26 representing an increase of 325 BPS supported by work- ing 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%, indicating stronger operating discipline.
  • On the operational front, daily dispatches increased to 754 (up 26% YoY), customers rose to X, 2982 (+17% YoY), and vendors to 2,003 (+22% YoY).

Management Commentary:

Mr. 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 ₹242 Cr with EBITDA at ₹23 Cr and PAT of ₹15 Cr. The 38% 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 ₹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.”