NSEPress Release5 Aug 2026 · 5 Aug 2026, 07:45 pm

Press Release

Arisinfra Solutions Limited · ARIS

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Arisinfra Solutions Limited has announced its unaudited consolidated financial results for the quarter ended June 30, 2026, with a 37.1% YoY revenue growth and a 323% YoY increase in profit before tax.

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Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment9/10

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Arisinfra Solutions Limited has informed the Exchange regarding a press release dated August 05, 2026, titled "Arisinfra Solutions Limited has submitted a Press Release titled ARIS Delivers Strong Start to FY27 with 37% Revenue Growth and Nearly 4x Growth in Profit .".

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ARISINFRA2024_05082026194447_Press_Release.pdf

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August 5, 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 Delivers Strong Start to FY27 with 37% Revenue Growth and Nearly 4x Growth in Profit”. 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 Mumbai, India | August 05, 2026 ARIS Delivers Strong Start to FY27 with 37% Revenue Growth and Nearly 4x Growth in Profit Mumbai, August 5, 2026 – Arisinfra Solutions Limited (NSE: ARIS | BSE: 544419) today announced its unaudited consolidated financial results for the quarter ended June 30, 2026. The Company delivered a strong start to FY27, with broad-based growth across revenue and a sharp improvement in profitability, reflecting the strength of Arisinfra's integrated, asset-light business model, disciplined execution and an improving revenue mix. Growth during the quarter was supported by increasing contribution from Contract Manufacturing and Developer-as-a-Service (DaaS), deeper customer engagement, and continued investments in technology-led procurement and execution. Key Highlights – Q1 FY27 • Revenue from Operations: ₹2,908 Mn, up 37.1% YoY • EBITDA: ₹305 Mn, up 67.6% YoY • EBITDA Margin: 10.49%, compared with 8.58% in Q1 FY26 • Profit Before Tax: ₹267 Mn, up 323% YoY • Profit After Tax: ₹200 Mn, compared with ₹51 Mn in Q1 FY26 • Diluted EPS: ₹2.05, up 279.6% YoY, compared with ₹0.54 in Q1 FY26 • Business Mix: Contract Manufacturing and Services contributed 63% of revenue, compared with 49% a year ago. Business Highlights The quarter marked continued progress in Arisinfra's strategy of expanding higher-margin, capital-efficient business segments. • The Company secured a project of ₹650 Cr GDV under Developer-as-a-Service mandate for the Wadhwa Wise City integrated township in Panvel — one of our largest DaaS engagements to date. • Secured a ₹79crore work order from the J. Kumar–NCC (GMLR) Joint Venture for the Goregaon– Mulund Link Road Twin Tunnel Project in Mumbai, strengthening its infrastructure execution portfolio. • Contract Manufacturing contributed 53% of revenue during the quarter, growing 83% YoY to ₹1,540 million from ₹839 million in Q1 FY26, reflecting the success of Arisinfra's capital-efficient, asset-light manufacturing partnership model. • The Developer-as-a-Service (DaaS) business grew 48% YoY to ₹277 million from ₹187 million in Q1 FY26, with the portfolio's Gross Development Value (GDV) under execution expanding to ₹18,391 million across 10 active projects, providing a robust pipeline for future growth while deepening Arisinfra's integrated engagement with developers. • The Asphalt business continued to scale, with revenue increasing to ₹529 million from ₹299 million in Q4 FY26, while the number of customers increased from 28 to 38. • Customer retention remained strong, with the repeat order rate improving to 82%, compared with 78% in the previous quarter. Operational Scale Arisinfra continues to strengthen the scale of its integrated procurement and execution platform. During the quarter, the Company served 3,412 customers through a network of 2,229 sourcing vendors across 1,192 PIN codes spanning 23 States and Union Territories. The platform today operates 10+ Contract Manufacturing plants with over 9 million MTPA reserved manufacturing capacity, while cumulative material deliveries have exceeded 24 million metric tonnes, supported by 800+ daily deliveries across project sites. The Company also continued to enhance its proprietary technology platform through CARA AI and ArisGPT, improving credit assessment, operational visibility and execution efficiency across its business. Management Commentary Commenting on the results, Mr. Ronak K. Morbia, Chairman and Managing Director, said: “We are pleased to begin FY27 with a strong performance that reflects the strength of our integrated business model and disciplined execution. The quarter demonstrates the operating leverage inherent in our business, with higher-margin Contract Manufacturing and Developer-as- a-Service continuing to increase their contribution while driving improved profitability. Our recent wins, including the DaaS mandate in Mumbai and the materials win for Goregaon– Mulund Link Road Twin Tunnel Project, reflect the strength of our network and the trust our partners place in us. We remain confident of sustaining this momentum through the rest of the year.” Outlook India's construction and infrastructure sectors continue to present significant long-term growth opportunities, supported by sustained public infrastructure investment, urbanisation and increasing private sector capital expenditure. Arisinfra remains focused on expanding its integrated Supply–Services–Technology platform by increasing Contract Manufacturing capacity, strengthening its Developer-as-a-Service portfolio, deepening its presence across higher-margin product categories, and leveraging AI and technology to enhance operational efficiency. Backed by a strengthened balance sheet and an asset-light operating model, the Company is well positioned to deliver sustainable, profitable growth. About Arisinfra Solutions Limited: Arisinfra Solutions Limited (NSE: ARIS, BSE: ARIS) is a tech-enabled B2B company focused on simplifying procurement of construction materials across India. Operating an asset-light, aggregator- led model with no inventory risk and minimal fixed assets, the Company integrates sourcing, quality control, logistics, and documentation into a unified digital supply-chain network. Founded in 2021 with the vision of building a 'digital orchestration layer' for India's construction sector with a diversified portfolio spanning aggregates, RMC, steel, cement, construction chemicals, asphalt, walling solutions, and value-added services. ARIS’ three-stream network — B2B Supply, Contract Manufacturing, and Developer-as-a-Service — is powered by its proprietary AI suite (CARA AI and ArisGPT), creating compounding network effects with every transaction. The Company was listed on NSE and BSE on June 25, 2025. 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 +91-22-49039500 | aris@valoremadvisors.com Investor Kit: https://www.valoremadvisors.com/arisinfra Media Relations: Natasha Gupta/ Meghna Bose Mobile :9811945822/ 8101840962 Email: natasha@storybrews.com/ meghna@storybrews.com Note: Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject to risks and uncertainties like regulatory changes, local political or economic developments, and many other factors that could cause actual results to differ materially from those contemplated by the relevant forward-looking statements. Further, past performance is not necessarily indicative of future results. Given these risks, uncertainties and other risk factors, viewers are cautioned not to place undue reliance on these forward-looking statements. The Company will not be in any way responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect sub [Showing first 8,000 characters — download PDF for full document]