Mumbai, Aug 06: Arisinfra Solutions Limited 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.