Rs 850 Crore Order Book: Small-cap Company-Arisinfra Solutions Ltd Announces Positive Q2FY26 and H1FY26 Results

Arisinfra Solutions Ltd (NSE, BSE: ARISINFRA), India’s first listed Company offering an organised Construction material supply and services network, bringing together fragmented suppliers and manufacturers to reliably serve large developers and contractors. The company serves a wide spectrum of infrastructure and Real Estate clients, delivering value through operational efficiency, material supply exclusivity and high-margin service offerings. With a strong presence across high-growth regions, Arisinfra is committed to setting new benchmarks in innovation, sustainability and profitability within the Indian construction ecosystem.

ArisInfra reinforced its full-stack execution model by securing new integrated supply and services orders, including an Rs 100 crore mandate in North Bangalore and a Rs 40 crore contract from AVS Housing. These wins boost the integrated Order Book to nearly Rs 850 crore. The company is driving growth through two key engines: contract manufacturing and development management/execution services. The development management arm has crossed Rs 1,800 crore in Gross Development Value (GDV) under active management, consistently delivering fee yields of about 9 per cent to 11 per cent of GDV, which secures revenue visibility and margin quality for the next 24 to 30 months.

The company delivered strong financial results for Q2 FY26, with consolidated revenue from operations growing 38 per cent year-on-year to Rs 241 crore and Profit After Taxes (PAT) rising sharply to Rs 15 crore (from a loss of Rs 2 crore last year), reflecting strong operating leverage. For H1FY26, revenue hit Rs 453 crore (up 24 per cent) and the EBITDA margin expanded to 9.25 per cent +. Crucially, ArisInfra significantly strengthened its balance sheet, reducing consolidated borrowings from Rs 336 crore to just Rs 52 crore and increasing cash to about Rs 200 crore.

A key highlight in operational efficiency was the improvement in the working capital cycle, which was dramatically shortened to 84 days from 114 days, supported by disciplined collection and structured credit control. This improved liquidity allows for sustained growth without Reliance on short-term debt. On the operational front, daily dispatches grew 30 per cent year-on-year to 792, while the number of customers and vendors also expanded. ArisInfra’s path forward is focused on deepening technology, strengthening capital efficiency scaling with discipline to capitalise on India's rapidly formalising, organised infrastructure ecosystem.

In FY25, the company reported net sales of Rs 768 crore and net loss of Rs 6 crore. The company has a market cap of over Rs 1,250 crore and has an order book of Rs 850 crore. On Friday, the stock surged 1.7 per cent to an Intraday high of Rs 155.25 per share. The stock is up by 14.3 per cent from its 52-week low of Rs 135.80 per share.

Disclaimer: The article is for informational purposes only and not investment advice.