Investor Presentation

August 05, 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 August 06, 2026 with Analysts and Investors in connection with the Unaudited Financial Results (Standalone and Consolidated) of the Company for the Quarter ended June 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 Earnings Presentation AUGUST 2026 India’s Construction Material Market Landscape Dynamics of Indian Construction Materials Market ~50% INR 11.11 Lakh Cr INR 1.59 Lakh Cr Urban Share by 2047 Infra Capex Budget PMAY (Urban) Capex Budget Real Estate Sector Contribution to GDP ~13,100+ ~29 Km/Day ~INR 1.5 Lakh Cr ~50-60% Projects under Road Construction 2024 REIT AUM Share of Construction Materials National Infra Pipeline in Project Cost Growth Drivers: Indian Construction Material Market (USD Bn) • RERA mandating project disclosures and completion timelines. • GST simplifying taxation and formalizing the business ecosystem. • Government-Led Infrastructure Expansion under National Infra Pipeline 134 • ‘Housing for All’ under PMAY driving residential construction demand. 108 132 • Urban Infrastructure Fund accelerating Tier 2 & Tier 3 city growth. 2024 2029P • Digital adoption in construction materials market is still in early stages. Steel Cement & Concrete Other Materials Source: Redseerresearch and analysis Investor Presentation Fragmented Structure of India’s Construction Materials Industry Organised Unorganised Aggregates (Sand, Gravel, Crushed Stone) <20% >80% ~12,000+ quarry operators Walling Solutions (Bricks, AAC blocks) ~250 bn bricks produced annually Ready Mix Concrete ~40-45% ~55-60% ~4,350+ RMC plants across India Steel ~60-65% ~35-40% ~150+ MTPA steel production Cement ~85-90% ~10-15% ~700 MTPA installed capacity A fragmented supply ecosystem creates a large platform opportunity for ArisInfra to digitize and organize construction procurement. Source: Indian cement review, beeindia, rentechdigital, IBEF, cmaindia, marketreportanalytics, company estimates Investor Presentation INR 50 lakh Crore Industry. Nobody has solved it! No technology. No organisation. No operating layer. The opportunity is entirely open. 01 02 1 Mn+ fragmented vendors Broken working capital No single source. No price transparency. Every project renegotiates Contractors pay upfront, developers pay late. The gap between cash from scratch. Margins vanish at every handoff. out and cash in destroys otherwise healthy businesses. 03 04 Zero technology layer Real estate execution gap Landowners, developers, and funds lack capable operating partners. Paper trails. Manual reconciliation. No real-time visibility. Every Projects stall, capital gets trapped, timelines slip. The execution layer delivery a manual event. Every invoice a potential dispute. is missing. Every one of these is a network problem. ARIS built the network and the intelligence that runs it. Investor Presentation ARIS Value Proposition Recurring Business Wider Sourcing From Reach Multiple Vendors Higher Capacity Quality Assurance Utilization Assured Supply & Timely Delivery Faster Turnarounds & Process Digitization End-to-End Execution Control Customer Value Proposition Vendor Value Proposition Investor Presentation Key Differentiators Network Effects Compound: More vendors, better prices. More clients, stronger terms. More data, smarter decisions. Self Funding Network: High-margin service segment with near-zero working capital enables the business to fund its own growth without external capital. Difficult to Replicate: Built on 4+ years of transaction data, exclusive plant partnerships, and 5,000+ counterparties where every new node increases network value. Digital Procurement Platform: End-to-end digitized sourcing, pricing & documentation. Asset-Light Expansion Model: No heavy capex or inventory ownership. Execution-Led Operating Model: Controls sourcing, quality & delivery. Investor Presentation COMPANY OVERVIEW ARIS in a Snapshot 23 1,192+ 3,412+ 2,229+ Contract States & UTs Pin codes Served Customers Catered Sourcing Vendors Manufacturing Plants 9 24+ 800+ 82% Mn Sq. Ft. Mn+ MTPA MMT Services Portfolio Reserved Capacity Materials Delivered Daily Deliveries Repeat Orders Under Execution Days 0.02x 17.2% 13% 10.6% Net Working Capital Net Debt to Equity* ROCE Days 3 Year Revenue CAGR ROE All Figures as of Q1-FY27 Investor Presentation About ARIS • Arisinfra Solutions Limited is a tech-enabled B2B company focused on simplifying Revenue (INR Mn) & EBITDA Margin (%) procurement of construction materials across India. 10,675 • The company operates an asset-light, aggregator-led model with no inventory risk and 7,677 10.49% minimal fixed assets. 6,968 9.43% • It integrates sourcing, quality control, logistics, and documentation into a unified digital 6.53% 2908 supply-chain network. 1.84% • Serving leading infrastructure and real estate developers, backed by a 3,400+ strong FY24 FY25 FY26 Q1-FY27 client base and ~82% repeat order rate, reflecting high customer stickiness and execution trust. Revenue EBITDA Margin • Offering a diversified portfolio including aggregates, RMC, steel, cement, construction chemicals, asphalt, and value-added services. Q1-FY27 Segmental Revenue Mix (%) • Operating a 2,200+ vendor network with pan-India reach, enabling seamless delivery Services, across thousands of project locations. 10% B2B Supply, • Its scalable, capacity-reservation model enables efficient growth without heavy capital deployment. Contract • The company combines on-ground execution with backend intelligence to improve Manufacturing, transparency and reduce procurement inefficiencies. 53% Investor Presentation Journey The company had scaled its operations to serve customers across more than 18 states in India, utilizing an asset-light model that avoided the need for heavy capital expenditure on manufacturing plants. By the end of FY24, the company reached a revenue of INR 702croresanddeliveredover10millionmetrictonnesofmaterial. 2024 The company filed its Prospectus in June 2025 for an IPO of approximately INR 500 crores. The issue was a 100% book- The company was originally incorporated as a private built process, and the company was listed on both the BSE limited company under the name Arisinfra Solutions and the NSE. The company introduced several industry-first Private Limited on February 10, 2021, in Mumbai, digital features, including a Live RFQ (Request for Quote) Maharashtra. The founders aimed to create a "digital facility and an AI-driven credit assessment tool known as orchestration layer" for the construction sector, "CaraAI".Inlate2025,thecompanyannounceditsentryinto replacing traditional offline procurement with a tech- thelarge-scaleasphaltmarket. enabledB2Bplatform. 2023 2021 2025 Expanded our footprint into major cities across North and South India, including Bangalore, Nashik, Noida, and Ranchi, broadening our offering of construction materials. Launched AAC Blocks distributed to regular transacting customers. Delivered 2 million+ metric tonnes of Introduced 'ArisDelivery' to optimize delivery operations Launched construction materials in a period of 12 mont [Showing first 8,000 characters — download PDF for full document]