Press Release

November 03, 2026 To To The Compliance Manager The Manager, Listing Department BSE Limited National Stock Exchange of India Ltd Corporate Relationship Dept., Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Bandra (East), Dalal Street, Mumbai 400001. Mumbai 400 051. Scrip Code: 544419 Symbol: ARIS Sub: Announcement under Regulation 30‐Press Release Dear Sir/ Madam, In terms of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith press release titled “ARIS Reports Highest Quarterly Profit and EBITDA Margin in Q2 FY27, with H1 Profit After Tax More Than Doubling to ₹42.9 Cr”. The said press release will be simultaneously posted on the Company’s website at https://aris.in/pages/investor-relations-disclosures You are requested to take the above information on record. Thanking you, Yours sincerely, For Arisinfra Solutions Limited Bhavik Jayesh Khara Whole Time Director & CFO DIN: 09095925 Place: Mumbai Encl.: As mentioned above ARIS Reports Highest Quarterly Profit and EBITDA Margin in Q2 FY27, with H1 Profit After Tax More Than Doubling to ₹42.9 Cr Mumbai, November 03, 2026: Arisinfra Solutions Limited (NSE: ARIS | BSE: 544419) today announced its unaudited consolidated results for the second quarter and the first half of FY27 ended 30th September 2026. Revenue for the half year grew 32% year on year to ₹598.5 Cr, while profit after tax more than doubled to ₹42.9 Cr. The second quarter delivered the company’s highest quarterly profit after tax at ₹22.8 Cr and its highest quarterly EBITDA margin at 11.6%. Contract manufacturing and Developer as a Service together made up 66% of quarterly revenue, up from 53% a year ago. Key Consolidated Highlights (₹ Cr) Q2 H1 H1 Particulars Q2 FY26 YoY (%) YoY (%) FY27 FY27 FY26 Revenue from 307.7 241.2 28% 598.5 453.3 32% Operations Total Income 312.3 242.5 29% 607.5 458.1 33% EBITDA* 35.6 22.5 58% 66.2 40.7 63% +220 +210 EBITDA margin (%) 11.6% 9.3% 11.1% 9.0% bps bps 110% Reported PAT** 22.8 15.3 50% 42.9 20.4 (2.1x) +110 +270 PAT margin (%) 7.4% 6.3% 7.2% 4.5% bps bps 114% PAT to Shareholders 20.8 14.3 46% 37.7 17.6 (2.1x) Diluted EPS (₹) 2.51 1.98 26% 4.55 2.44 86% *EBITDA excludes other income; Q2 FY26 EBITDA derived. **Reported PAT includes non-controlling interests Key Highlights: H1 FY27 The first half showed the business keeping more of every rupee it earns, as the higher margin segments kept growing faster than the rest: • Revenue: ₹598.5 Cr in H1, up 32% year on year. Q2 revenue was ₹307.7 Cr, up 28% • EBITDA: ₹66.2 Cr in H1, up 63% year on year. Q2 EBITDA was ₹35.6 Cr, up 58% • EBITDA Margin: 11.1% in H1, against 9.0% a year ago. Q2 margin was 11.6%, up 220 basis points • Profit After Tax: ₹42.9 Cr in H1, which is 2.1 times the ₹20.4 Cr of H1 FY26. Q2 profit after tax was ₹22.8 Cr, up 50% • Cash Flow from Operations: ₹60.1 Cr in H1, about 1.4 times profit after tax • Working Capital: Net working capital days came down to 54 from 97 in Q1 FY26, a 44% reduction over six quarters Operating cash flow of ₹60.1 Cr against profit after tax of ₹42.9 Cr shows that earnings are turning into cash. Interest cover improved to 4.6 times from 2.5 times a year ago, net debt stood at ₹74 Cr or 0.10 times equity on 30 September, and return on capital employed was 16.1% on an annualised basis. Q2 FY27: Highest Quarterly Profit and EBITDA Margin Q2 revenue was also 6% higher than Q1, while EBITDA was up 17% and profit after tax up 14% over the previous quarter. Of the ₹22.8 Cr profit after tax, ₹20.8 Cr is attributable to ARIS shareholders, and diluted EPS was ₹2.51 against ₹1.98 a year ago. Profit grew faster than revenue, and the reason is the mix. Contract manufacturing and Developer as a Service made up 66% of Q2 revenue against 53% a year ago, and both earn far better margins than plain materials supply. So while revenue grew 28%, EBITDA grew 58%. H1 FY27 Business & Operational Highlights Three Segments, One Integrated Business • B2B Supply: Over 3,560 customers and 2,300 vendors are on the platform, and this segment is also the source of ARIS’ contract manufacturing partners. Materials revenue was ₹214.2 Cr in H1, or 35.8% of the total, at a 3.4% EBITDA margin • Contract Manufacturing: Reserved capacity rose to 11.7 million tonnes on 30 September from 9.1 million on 30 June, across 23 partner plants in Chennai, Mumbai, Bengaluru and Jharkhand, all exclusive to ARIS with no plant capex. Revenue was ₹329.2 Cr in H1, up 72%, at a 10,5% EBITDA margin • Developer as a Service (DaaS): Delivered a 60% EBITDA margin on H1 FY27 revenue of ₹55.2 Cr. The live order book stood at ₹2,817 Cr in Gross Development Value (GDV) across 15 projects as of October 31, 2026, up from 10 projects as of June 30, 2026. ARIS earns a fee linked to the project GDV, while the projects are externally funded and source their construction materials through ARIS. A Richer Business Mix Contract manufacturing and DaaS together contributed 64% of H1 revenue, up from 51% in H1 FY26, and about 90% of segment EBITDA. Materials supply contributed 35.8% of revenue but only 9.6% of segment EBITDA. Segment figures follow management’s breakup, as the company reports a single segment under Ind AS, and segment EBITDA of ₹74.7 Cr is before non-cash adjustments of ₹8.5 Cr. The DaaS order book has grown 2.2 times since March, from ₹1,267 Cr to ₹2,817 Cr on 31 October, helped by Ramdev Plaza Phase II (₹250 Cr), added in October. Gross development value is the expected sale value of the projects and is not revenue to ARIS. Separately, asphalt and bitumen contributed ₹73 Cr of revenue in H1, an annualised run rate of ₹146 Cr. Technology Behind Every Delivery ARIS runs one system, built in house, across supply, plants, projects and credit. Every delivery note, handwritten ones included, is read by AI, with more than 14 lakh notes read so far. Buy and sell prices are tracked automatically on every delivery, credit limits and receivables are visible in real time, and lifetime credit losses stand below 0.6% of revenue billed. Management Commentary Mr. Ronak K. Morbia, Chairman and Managing Director, said: “Q2 FY27 is our strongest quarter yet — record PAT and record EBITDA margin. What matters more is why. Contract manufacturing and Developer as a Service now make up two-thirds of our revenue, and that shift in mix is what is lifting our margins. We added 2.6 Mn tonnes of exclusive partner capacity in a single quarter without owning a plant, and our DaaS order book has more than doubled since March. Every DaaS project also buys its materials from ARIS — our businesses strengthen each other. Our growth is also becoming more capital efficient. Working capital is down to 54 days, and operating cash flow covered profit 1.4 times in the half. With 43% of our FY27 PAT projection delivered in H1, we enter the second half with momentum and a clear path to our FY30 outlook.” About Arisinfra Solutions Limited: Arisinfra Solutions Ltd. (NSE: ARIS | BSE: 544419) is India's first listed company offering an organised construction material supply and services network bringing together fragmented suppliers and manufacturers to reliably serve large developers and contractors. The company serves a wide spectrum of infrastructure and real estate clients, delivering value through operational efficiency, material supply exclusivity, and high-margin service offerings. With a strong presence across high-growth regions, ARIS is committed to setting new benchmarks in innovation, sustainability, and profitability within the Indian construction ecosystem. For more information, visit Company Website: www.aris.in Or please contact: Latesh Shah Company Secretary & Compliance Officer Arisinfra Solutions Ltd. Email: cs@aris.in Investor Relations: Valorem Advisors | Contact: Mr. Anuj Sonpal +91 22 3507 5100 | aris@valoremadvisors.com Investor Kit: https://www.valoremadvisors.com/arisinfra Media Relations: Natasha [Showing first 8,000 characters — download PDF for full document]