Rs 850 Crore Order Book: Small-cap Company Reports Strongest Q2 FY26 Performance With Rs 12,000 Crore Partnership Mandates

Arisinfra Solutions Limited, headquartered in Mumbai and known for “Simplifying Construction,” reported its strongest quarterly and half-year performance for Q2 and H1 FY26 ended September 30, 2025. The Investor Presentation highlighted broad-based revenue growth, improved margins, and major strategic wins across development management and supply operations.

The company posted Q2 FY26 total income of Rs 242.45 crore, up 36.5 per cent year-on-year, while revenue from operations increased to Rs 241.19 crore, a 38.4 per cent rise. EBITDA grew to Rs 22.54 crore, up 50.4 per cent from Q2 FY25. Reported PAT stood at Rs 15.26 crore, swinging from a loss of Rs 1.98 crore a year earlier, marking a PAT margin of 6.29 per cent. For H1 FY26, PAT increased 354.6 per cent to Rs 20.37 crore. The company recorded its highest-ever EBITDA margin of 9.34 per cent, reflecting improved operational efficiency. As of September 30, 2025, Arisinfra reported a net worth of Rs 707 crore, a cash and Bank balance of Rs 184 crore, and a ROCE of 17.46 per cent.

Management said the Q2 FY26 performance showcases the strength of the operating model and the impact of operational leverage. The company enters H2 FY26 with an integrated Order Book of nearly Rs 850 crore, supported by growing visibility across the supply and development management verticals. Arisinfra’s ongoing strategy includes strengthening governance, embedding technology across processes, and institutionalising the rapidly evolving infrastructure and Real Estate ecosystem.

ArisUnitern RE Solutions Pvt. Ltd., the company’s subsidiary, secured strategic mandates expected to unlock more than Rs 12,000 crore in real estate value. It was appointed Strategic Partner for Amogaya Adorit in Bengaluru to handle sales, marketing, branding, CRM, and material supply. A consulting mandate from Transcon Group, Mumbai, is projected to add Rs 9.6 crore in EBITDA over the next five months. New project wins include Arsh Greens in Yelahanka, a 4-acre villa plot community with a GDV of over Rs 200 crore, and Merusri Sunscape in Bengaluru, a 5.5-acre villa project with a GDV of more than Rs 250 crore. In Mumbai, a Development Management mandate from AVS Group carries revenue potential of around Rs 40 crore.

Operationally, Arisinfra follows an asset-light model and serves more than 2.9k customers, including marquee names such as Larsen & Toubro, Tata Realty, and SOBHA Realty. The top five clients contribute 42 per cent of revenue. The company works with over 2k vendors and executes 790 daily deliveries. Aggregates and Ready-Mix Concrete contribute 63 per cent to the supply model, while contract manufacturing forms 42 per cent of revenue and services contribute 8 per cent. The company recorded a 4x growth in value-added services and a 2x increase in volumes. Working capital efficiency improved, with Net Working Capital Days at 84.

Arisinfra’s operational strategy is similar to a general contractor managing both project planning and material flow through integrated digital systems. This approach accelerates execution and strengthens profitability, contributing to consistent value creation for stakeholders.

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