Analysts/Institutional Investor Meet/Con. Call Updates

CIN: L 51909MH2021 PLC354997 ~ ARIS Tel: 022 69112000 Email: legal@aris.in Web: www.aris.in November 04, 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: Investor Presentation Dear Sir/ Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, we hereby enclose the Investor Presentation, that will be presented during Earnings Conference Call of Arisinfra Solutions Limited which is scheduled on November 04, 2026, with Analysts and Investors in connection with the Unaudited Financial Results (Standalone and Consolidated) of the Company for the Quarter and half year ended September 30, 2026. The same is also available on the Company’s website at https://aris.in/pages/investor-relations- financial-results You are requested to take the above information on record. Thanking you, Yours sincerely, For Arisinfra Solutions Limited Bhavik Jayesh Khara Whole-time director and CFO DIN: 09095925 Place: Mumbai Encl.: As mentioned above Arisinfra Solutions Limited (Fonnerly known as 'Arisinfra Solutions Private Limited') Registered Office Address Simplifying Unit No - FOF, B--02 to 06, 4th Floor, B-Wlng, Art Guild House, Phoenix Markel City, L.B.S Marg, Kurta (West) Construction Mumbai - 400070 EARNINGS PRESENTATION Q2&H1 FY27 Arisinfra Solutions Limited November 2026 ~ ARIS KEY HIGHLIGHTS • Q2 FY27 Highest quarterly PAT and EBITDA margin EBITDA Profit after tax EBITDA margin ~35.6Cr ~22.8Cr 11.6% +58%YoY +50%YoY +220 bpsYoY Net working capital, 30 Sep Operating cash flow, H1 CM + DaaS share of Q2 revenue 54days ~60.1 Cr 66% -36%YoY 1.4x PAT +13 ptsYoY Revenue ~307.7 Cr, +28% YoY DaaS GDV ~2,750 Cr+, up 117% since March PAT to shareholders ~20.8 Cr, EPS ~2.51 Q2 FY27 vs Q2 FY26, unaudited; Q2 FY26 EBITDA derived. Net working capital days at 30 Sep 2026 vs 30 Sep 2025. Cash flow for H1 FY27. 02 ~ ARIS FINANCIAL PERFORMANCE • YEAR ON YEAR Year-on-year growth, quarter and half year Revenue EBITDA margin Profit after tax CM + DaaS share ~ Cr % ~ Cr of revenue, % +28% +220 bps +50% +13 pts vs Q2 FY26 307.7 11.6% 22.8 66% 241.2 9.3% 15.3 53% +32% +210 bps +110% +13 pts vs H1 FY26 598.5 11.1% 42.9 64% 453.3 9.0% 20.4 51% Note: Consolidated, unaudited. EBITDA excludes other income. PAT includes non-controlling interests. Segmental share as per management; 02 FY26 and H1 FY26 shares derived from quarterly segment data. ~ ARIS PROGRESS • Q1 TO H1 FY27 Progress since our 01 update Revenue growth Capacity DaaSGDV Asphalt/Bitumen Net debt Q1 OUTLOOK AT 30 JUN AT 30 JUN Q1 OUTLOOK Q1 OUTLOOK 35-40% 9Mnt+ ~1,839 Cr ~80-100Cr ~75-80Cr in 12-18 months H1ACTUAL H1ACTUAL AT 30 SEP TODAY AT 30 SEP f73Cr +32% 11.7 Mnt f2,750Cr+ f74Cr first half of FY27 reserved capacity live order book f146 Cr annualised 0.10x equity Note:~ Cr. Outlook from the 01 FY27 earnings call; 30 Jun figures from the 01 FY27 deck; GOV today per the 27 Oct release. Asphalt annualised = H1 revenue x 2. ~ ARIS PROFITABILITY • FY27 OUTLOOK PATtrajectory and FY27 outlook HALF-YEARLY PROFIT AFTER TAX, f CR FY27 PAT GUIDANCE ~,,oocr +110% YoY 42.9 Consolidated, up 66% on ~60 Cr in FY26 39.9 f43Cr Delivered in H1 ~~57 Cr in H2E 20.4 43% of the year done in the lighter half Last year, H1 was 34 % H1 FY26 H2 FY26 H1FY27 H2 FY27E guidance Note: Consolidated PAT in ~ Cr. H1 FY27 figures are unaudited; H2 FY26 derived as FY26 less H1 FY26. H2 FY27E and FY27E are management guidance and 05 forward-looking; please refer to the disclaimer. SEGMENTAL PERFORMANCE • H1 FY27 ~ ARIS One integrated business across three segments Revenue 35.8% 55.0% ---- Segment EBITDA* 9.6% 46.3% 44.0% Materials (B2B supply) ■ Contract manufacturing ■ DaaS ~ Cr Revenue Revenue share EBITDA Margin EBITDA share I I I I I Materials (B2B supply} 214.2 35.8% 7.2 3.4% 9.6% Contract manufacturing 329.2 55.0% 34.6 10.5% 46.3% DaaS 55.2 9.2% 32.9 59.6% 44.0% Total 598.5 100.0% 74.7* 12.5% 100.0% CUSTOMERS AND VENDORS CONTRACT MANUFACTURING DAAS t ,2, 3, 560+ customers 11. 7 Mn exclusive capacity 750 Cr+ live order book and 2,300+ vendors, across all three segments. 23 partner plants, no plant capex; revenue +7 2% in H1. 15 projects, each a captive buyer of ARIS materials. Note: Segmental breakup as per management; the Company reports a single segment under Ind AS 108. *Segment EBITDA of ~74.7 Cr (12.5%) is before non cash Ind AS adjustments of ~8.5 Cr; reported EBITDA ~66.2 Cr (11.1%). Totals may not add due to rounding. ~ ARIS MARKET OPPORTUNITY A large market, and a model that takes years to build THE OPPORTUNITY WHAT IT TAKES TO BUILD THIS BUSINESS ,21 lakh crore Experience and relationships Construction materials market in India, Goodwill with developers, 2024; about ~28 lakh crore by 2029 Developer as landowners, contractors 03 a Service and vendors Largely fragmented, served by many 02 Technology Trusted to run a small, local suppliers Decades developer's project Vendors and One in-house system capacity across supply, plants, of management 01 projects and credit f2,750Cr+ experience in Vetted suppliers, and construction supply Customers partners who commit live order book and real estate In-house and credit exclusive capacity Knowing whom to supply, built and run by ARIS 2,300+ and on what terms vendors 3,560+ 23 partner plants Each step rests on the customers one before. Note: Market size per Redseer, as cited in the ARIS IPO offer document (construction materials, 2024; midpoint at ~~84/USD). Network figures as on 30 Sep 2026; order book as on 31 Oct 2026; management experience per leadership profiles. DaaS projects are externally funded. ~ ARIS COMPETITIVE POSITIONING How ARIS compares with industry business models ARIS CAPABILITY Traders Manufacturers PMC & EPC Software Multi-category materials supply () () 0 0 Every category, from quarry to finishes Exclusive manufacturing capacity Contracted output from partner plants Asset-light model 0 () Capacity without owning plants Developer as a Service (DaaS) 0 () Services across the project lifecycle Proprietary technology 0 0 0 () One in-house system across the business Does it In part Does not Note: Illustrative. Peer columns reflect typical business models in each category, not specific companies. ~ ARIS TECHNOLOGY Proprietary technology and its impact Pricing intelligence 100% DELIVERY CHALLAN Maps every buy and sell price across automated vendors and customers. Delivery automation 3.6 lakh PROPRIETARY 64 % auto-created; 14 lakh+ documents deliveries on the system Q digitised on the system. Credit and risk engine one system for <0.6% every delivery Limits, exposure and receivables for lifetime credit losses Every delivery every customer, in real time. Each delivery note becomes data Ecosystem management the system acts on 5,860+ Customers, vendors and partner plants customers and vendors managed on one system. One system, built in-house, behind every delivery. Note: Credit losses are lifetime, as % of revenue billed. Deliveries, vendors and customers as on 30 Sep 2026. ~ ARIS PRODUCT PORTFOLIO Materials across every stage of construction B2B SUPPLY CONTRACT MANUFACTURING AND B2B SUPPLY Structure Services Finishes Frame and walls MEP services Interiors Aggregates ~ Steel Electricals • Tiles Ready-mix concrete Cement Wires and cables Sanitaryware Asphalt/Bitumen -- ., - Blocks -' •' , - Lighting ; Bath fittings Shuttering ply Plumbing II Paints n Construction EE HVAC ■ Laminates chemicals From foundation to finish, one partner for every material Note: Contract manufacturing at exclusive partner plants. ~ ARIS CONTRACT MANUFACTURING 11.7 Mn t of reserved capacity across four markets Plants by market Capacity by product Chennai 4.72 Mn t I 7.33 Mn t • 9 plants Mum [Showing first 8,000 characters — download PDF for full document]