Arisinfra Solutions Ltd
Arisinfra Solutions Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
The short version
Growth rate is expected to sustain steadily over the coming quarters and years. The company targets a sustained revenue growth rate of 35% to 40% year-on-year, supported by increasing capacity utilization and customer base expansion.
From Arisinfra Solutions Ltd's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- Growth rate is expected to sustain steadily over the coming quarters and years.
- The company has significant headroom for growth due to existing reserve capacity.
- Plans to penetrate deeper into existing customers and onboard new customers.
- Continuous efforts to add and strengthen the vendor base.
- Expansion in number of customers, vendors, and pin codes served indicates scaling.
- South and West regions currently have strong presence; exploring expansion in the North.
- Targeting a 40% year-on-year revenue growth with even higher PAT growth.
- The order book provides visibility for the next 24 to 30 months with predictable material requirements.
2 more points from Arisinfra Solutions Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
Read what Arisinfra Solutions Ltd said on margins in the Q2 FY26 call
Free account with your mobile number. We text a one-time code, no password.
Capital Expenditure Plans
- ArisInfra Solutions Limited operates an asset-light business model and does not invest heavily in capex.
- The company extends trade deposits (around INR170-190 crores) to reserve capacities with partner plants rather than acquiring assets.
- These deposits are refundable and spread across 15 partner plants in categories like aggregates and RMC; payback periods vary as deposits reduce with utilization.
- No significant investments have been made recently in property, plant, and equipment, and this is expected to continue.
- The company’s growth strategy focuses on scaling via contract manufacturing capacities and technology investments rather than capital-intensive infrastructure.
2 more points from Arisinfra Solutions Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Other Construction Materials
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Arisinfra Solutions Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- ArisInfra Solutions Limited has an integrated order book of approximately INR 850 crores.
- This order book includes both supply of materials (around INR 700 crores) and fee income from services (INR 150-160 crores).
- The order book provides visibility for the next 24 to 30 months.
- The supply of materials part includes contract manufacturing with a top-line of about INR 160 crores.
- The company secured INR 100 crores in integrated supply and services orders in North Bangalore.
- Additionally, there is a INR 40 crores development mandate from AVS Housing, with work already completed and profits recognized.
2 more points from Arisinfra Solutions Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Arisinfra Solutions Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹343 Cr, net profit ₹22 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Arisinfra Solu.'s management said in earlier quarters
Arthneeti Pro · Annual
Arisinfra Solutions Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Arisinfra Solutions Ltd Q2 FY26 results?
Growth rate is expected to sustain steadily over the coming quarters and years. The company targets a sustained revenue growth rate of 35% to 40% year-on-year, supported by increasing capacity utilization and customer base expansion.
What is Arisinfra Solutions Ltd share price analysis?
Arisinfra Solutions Ltd currently shows a neutral. The stock trades at a P/E of 16.6 with a market cap of ₹1,097 Cr. Investors should review the full earnings analysis for detailed insights.
Is Arisinfra Solutions Ltd planning capital expenditure?
ArisInfra Solutions Limited operates an asset-light business model and does not invest heavily in capex.
Keep Arisinfra Solutions Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.