Arisinfra Solutions

Arisinfra Solutions published its earnings presentation for the quarter and half year ended 30 September ahead of its 4 November conference call with analysts and investors. Revenue was Rs 307.7 crore in the second quarter, up 28% from a year earlier, with EBITDA of Rs 35.6 crore at 11.6% margin and profit after tax of Rs 22.8 crore. The company targeted revenue of about Rs 3,000 crore in FY30 at 12-13% EBITDA margin and profit of about Rs 225 crore, with a profit target of Rs 100 crore for FY27. The DaaS live order book stood at more than Rs 2,750 crore across 15 projects. Reserved contract-manufacturing capacity was 11.7 million tonnes at the end of September, against about 9 million tonnes at the end of June. Net working capital was 54 days at 30 September, compared with 66 days at the end of FY26. Revenue was Rs 1,068 crore in the year to March.

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** Shares of Arisinfra Solutions ARIR.NS rise about 3% to 139.44 rupees

** Mumbai-based real estate developer Transcon Group appoints ARIR unit ArisUnitern as developer-as-a-service partner, co says

** Project has potential gross development value of about 4 billion rupees ($41.69 million)

** Under 18-month mandate, ArisUnitern will oversee construction and handle sales, marketing, collections and lender management, while materials will be supplied through Arisinfra's platform

** Co says all approvals are in place, with construction and sales to begin immediately

** YTD stock up about 7%

($1 = 95.9500 Indian rupees)

(Reporting by Surbhi Misra in Bengaluru)

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Arisinfra Solutions' management committee approved surety of up to ₹96.64 crore in the form of fixed deposits against bank credit facilities sanctioned to strategic business partners on 29 September 2026. The partners were not named for confidentiality reasons, and the surety was to be provided in the normal course of business on mutually agreed terms at arm's length with no promoter interest. The approval follows guarantees of up to ₹100 crore by the company and up to ₹80 crore by its subsidiary for Buildmex-Infra's proposed non-convertible debentures earlier in September, alongside a ₹20 crore guarantee for Lionheart Trading's debentures. Arisinfra reported consolidated revenue of about ₹1,068 crore in the year to March, with contract manufacturing accounting for about 47% of sales. Net debt stood at about ₹14 crore in the June quarter against net cash of about ₹29 crore at the end of March.

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Sept 29 (Reuters) - Arisinfra Solutions Ltd ARIR.NS:

• ARISINFRA SOLUTIONS - SECURES DAAS SERVICE ORDER FOR TRANSCON UNO IN MUMBAI

• ARISINFRA SOLUTIONS -PROJECT HAS ESTIMATED GDV OF 4 BILLION RUPEES

Source text: ID:nBSE9xJwW4

Further company coverage: ARIR.NS

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Arisinfra Solutions approved the acquisition of 16,000 equity shares representing 16% of Buildmex-Infra Private Limited from Balavignesh Subramani for Rs 60 crore in cash, with completion scheduled by 30 September 2026. Buildmex-Infra traded and supplied infrastructure and construction materials and reported turnover of Rs 179.03 crore in 2025-26, against Rs 70.36 crore a year earlier and Rs 17.93 crore in 2023-24. The board also approved a corporate guarantee of up to Rs 20 crore for senior secured redeemable debentures proposed to be issued by Lionheart Trading Private Limited, its wholly owned subsidiary. Buildmex-Infra operated as the group's aggregates subsidiary within a contract manufacturing business that contributed about 47% of Rs 1,068 crore consolidated revenue in FY26. On 10 September 2026 the board approved guarantees of up to Rs 100 crore by the parent and Rs 80 crore by ArisUnitern for Buildmex-Infra debentures to Stride Ventures Debt Fund 4. Consolidated revenue was Rs 291 crore in the June quarter, with subsidiaries contributing most of the uplift over Rs 129 crore of standalone revenue.

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Arisinfra Solutions promoter Siddharth Bhaskar Shah purchased 1,318,247 equity shares representing 1.61% of the voting capital through open market transactions on 17 September 2026. His personal holding rose to 2,093,567 shares or 2.56%, taking the combined holding with persons acting in concert to 16,277,287 shares or 19.90% from 18.29% earlier. Neomile Growth Fund sold 3.3 million shares in April, reducing its stake to 1.04%. The company reported consolidated revenue of about Rs 1,068 crore in FY26, with contract manufacturing accounting for around 47% and B2B supply for 44%. Net working capital days improved to 66 in FY26 and 56 in the June quarter, while net debt stood near Rs 14 crore.

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Arisinfra Solutions' board approved a corporate guarantee of up to ₹100 crore for proposed secured, redeemable NCDs to be issued by material subsidiary Buildmex-Infra to Stride Ventures Debt Fund 4. Arisunitern RE Solutions, another subsidiary, will provide a further guarantee of up to ₹80 crore for the same issue. The guarantees were described as contingent liabilities, with no immediate impact on the listed company. FY26 consolidated revenue was about ₹1,068 crore, while the group reported net cash of roughly ₹29 crore at year-end.

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Arisinfra’s subsidiary ArisUnitern signed a 36-month DaaS engagement with O2 Spaces, part of Vaishnavi Residences Group, for the Morning Mist residential project in Whitefield, Bengaluru. The project covered about 2 lakh sq ft of the developer’s saleable area within 3.3 lakh sq ft and 180 residential units, and carried an estimated ₹100 crore-plus material-supply opportunity for Arisinfra. It was the third project Unitern had undertaken with the group, taking its DaaS portfolio above ₹2,000 crore in estimated GDV. Arisinfra reported consolidated revenue of about ₹1,068 crore in FY26, with DaaS accounting for 9% of revenue.

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Arisinfra Solutions secured a service order from O2 Spaces, a partnership firm within Vaishnavi Residences Group, to provide DaaS services for the Morning Mist residential project in Whitefield, Bengaluru. The 36-month engagement was scheduled to begin on September 15, 2026, and carried an estimated material-supply opportunity of more than ₹100 crore for Arisinfra. The project had an estimated gross development value of ₹280 crore, while Arisinfra's FY26 consolidated revenue was about ₹1,068 crore. DaaS accounted for 9% of FY26 revenue, and the business had 10 active projects with aggregate gross development value above ₹1,800 crore in the latest quarter.

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Sept 7 (Reuters) - Arisinfra Solutions Ltd ARIR.NS:

• ARISINFRA SOLUTIONS LTD - UNIT GETS ORDER FOR PROJECT WITH GDV OF 2.8 BILLION RUPEES

Source text: ID:nnAZN4TIRP1

Further company coverage: ARIR.NS

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July 16 (Reuters) - Arisinfra Solutions Ltd ARIR.NS:

• ARISINFRA SOLUTIONS LTD - BAGS 790.5 MILLION RUPEES WORK ORDER FOR MUMBAI'S GMLR TWIN TUNNEL PROJECT

Source text: [ID:]

Further company coverage: ARIR.NS

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Arisinfra Solutions has secured a ₹79.05 crore work order from the J. Kumar–NCC (GMLR) joint venture for the loading, transportation and disposal of excavated material from the tunnel of the landmark Goregaon‑Mulund Link Road project in Mumbai. The contract, which is effective immediately and runs until the completion of the tunnelling activity, was disclosed in exchange filings on July 15. It is a domestic order with no promoter or related‑party interest in the awarding entity. The J. Kumar–NCC JV is the lead contractor for the twin‑tunnel project.

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May 8 (Reuters) - Arisinfra Solutions Ltd ARIR.NS:

• ARISINFRA SOLUTIONS LTD MARCH-QUARTER CONSOL NET PROFIT 198.4 MILLION RUPEES

• ARISINFRA SOLUTIONS LTD MARCH-QUARTER CONSOL REVENUE FROM OPERATIONS 3.43 BILLION RUPEES

Source text: [ID:]

Further company coverage: ARIR.NS

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Aug 18 (Reuters) - Arisinfra Solutions ARIR.NS:

• SECURES 1 BILLION RUPEES WORTH ORDERS IN NEW INTEGRATED SUPPLY & SERVICES

Source text: ID:nnAZN4DEX4O

Further company coverage: ARIR.NS

(Reporting by Rudra Singh)

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July 24 (Reuters) - Arisinfra Solutions Ltd ARIR.NS:

• ARISINFRA SOLUTIONS LTD - PARTNERS WITH HOUSE OF W FOR 3 BILLION RUPEES SANITARYWARE CAPACITY

Source text: ID:nNSE1BzxLB

Further company coverage: ARIR.NS

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** Shares of Arisinfra Solutions ARIR.NS rise 2% to 152.6 rupees

** The company, which prioritises building material supply via digital channels, secures order worth 3.4 bln rupees ($39.43 mln) from Transcon Group for integrated supply of construction materials

** Stock set to snap four sessions of losses

** ARIR down ~23% since its listing on June 25

($1 = 86.2190 Indian rupees)

(Reporting by Rudra Pratap Singh in Bengaluru)

(([email protected]))

July 21 (Reuters) - Arisinfra Solutions Ltd ARIR.NS:

• AWARDED CONTRACT BY TRANSCON GROUP IN MUMBAI

• TO DELIVER MATERIALS VALUED AT 3.40 BILLION RUPEES

Source text: ID:nNSE2Khfj3

Further company coverage: ARIR.NS

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** Shares of ArisInfra Solutions ARIR.NS up 4.3% to 167 rupees
** The company, which prioritises building material supply via digital channels, says its unit has secured 1-billion-rupee ($11.7 mln) contract for a plot development management project in Bangalore, India

** Stock set to snap four sessions of losses

** ARIR down ~19% since its listing on June 25

($1 = 85.3460 Indian rupees)

(Reporting by Anuran Sadhu in Bengaluru)

(([email protected]; +91 8697274436;))

July 3 (Reuters) - Arisinfra Solutions Ltd ARIR.NS:

• ARISINFRA SOLUTIONS LTD - GETS CONTRACT WORTH AROUND 1 BILLION RUPEES

Source text: ID:nnAZN43H8DA

Further company coverage: ARIR.NS

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