Arisinfra Solutions Ltd

Q4 FY26Other Construction Materials

Arisinfra Solutions Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹143

Market cap₹1.1K Cr

P/E16.6

Published8 Jul 2026

The short version

The company targets around 40% revenue growth for FY27 and FY28. - Q1 is crucial, with a goal to secure 85%-90% of the entire year's top line and bottom line. - Contract Manufacturing volumes rose 91% YoY in Q4 FY26 and capacity utilization improved to 50%. - Current asset base supports 9 million metric tons annual offtake (~INR 900-1000 crore capacity), equating to over INR 4,000-5,000 crore revenue over five years. - Contracts like Capacite add INR 800 crore revenue visibility for the next five years. - Services segment expected to grow meaningfully in the next 12 months. - Combined Contract Manufacturing and Services segments expected to contribute approx. The company targets a revenue growth of approximately 40% for FY27 and FY28, continuing historical trends.

From Arisinfra Solutions Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

The company targets around 40% revenue growth for FY27 and FY28.
Q1 is crucial, with a goal to secure 85%-90% of the entire year's top line and bottom line.
Contract Manufacturing volumes rose 91% YoY in Q4 FY26 and capacity utilization improved to 50%.
Current asset base supports 9 million metric tons annual offtake (~INR 900-1000 crore capacity), equating to over INR 4,000-5,000 crore revenue over five years.
Contracts like Capacite add INR 800 crore revenue visibility for the next five years.
Services segment expected to grow meaningfully in the next 12 months.
Combined Contract Manufacturing and Services segments expected to contribute approx. 55%-60% and 9%-11% of revenues respectively.
Ongoing expansion of vendor base and geographic reach planned to support growth.
Asphalt category is rapidly growing, with revenues at INR 30 crore in Q4 2026, up 88% sequentially.

Profitability & Margins

The company targets a revenue growth of approximately 40% for FY27 and FY28, continuing historical trends.
EBITDA margin is expected to sustain at around 10% to 10.5%, with potential for improvement due to cost control and increased contribution from Contract Manufacturing and Services.
Earnings (PAT) have shown a 10x increase in the last year, with a focus on compounding PAT alongside revenue growth.
Working capital management improvements and efficiencies are expected to contribute positively to profitability and cash flows.
The business model's scalability and operational leverage, driven by technology and capacity expansion, are expected to support margin expansion and earnings growth.
Near-term visibility is strong, with secured orders and contracts providing multi-year revenue predictability, supporting sustained earnings growth.
Overall, the company is optimistic about sustained and improved profitability through 2027 and beyond.

See what Arisinfra Solutions Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The company plans to invest INR 25 crores to INR 50 crores in Contract Manufacturing this financial year, depending on opportunities (Page 14, 10; Page 19).
These investments are in refundable trade deposits to secure capacity and long-term multi-year contracts with partners (Page 14).
The focus is on increasing capacity to reduce spot transactions and secure predictable supply and revenues (Page 9-10).
The company aims to expand vendor base primarily within existing geographies before entering new regions (Page 9).
No significant traditional manufacturing capex; the model relies on financial investments to secure capacity rather than heavy capital outlay in manufacturing plants (Page 10).
Strategic move to invest in new categories such as asphalt and DAAS verticals, with emphasis on complex materials with better margin profile (Page 15).

Fundraising & Capital Structure

The company has recently started accessing working capital limits, with a INR 30 crore sanction from one bank.
Plans are mentioned to secure INR 100 crores to INR 150 crores of working capital facilities.
Interest costs have increased slightly due to this strategic working capital borrowing but are not a concern.
No mention of any large-scale or long-term debt for growth; the business model does not require capital to grow but does need working capital to bridge payables and receivables.
Excess cash generated will be invested in expanding capacities, particularly in Contract Manufacturing and Services segments.
No explicit mention of any upcoming equity fundraising in the provided excerpts.

See what Arisinfra Solutions Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The company has strong visibility on orders, especially in Q1, aiming to secure 85%-90% of the full year's top line and bottom line during this quarter.
Developer-as-a-Service (DAAS) projects typically have an execution timeline of 12 to 24 months.
Some procurement orders, such as the Capacite deal, secure revenues for up to 4 to 5 years, providing long-term revenue visibility.
The Services segment currently manages about 12+ active projects with over INR 1,800 crores of Gross Development Value (GDV) under execution.
Contract Manufacturing's asset base (including deposits) of approximately INR 200-250 crores is expected to generate between INR 4,000 to 4,500 crores in revenue over five years.
Combined with contracted revenue models and fee income, total revenue visibility for the next five years is around INR 6,000+ crores.

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Arisinfra Solutions Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹343 Cr, net profit ₹22 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Arisinfra Solu.'s management said in earlier quarters

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Frequently Asked Questions

What were Arisinfra Solutions Ltd Q4 FY26 results?

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?

The company plans to invest INR 25 crores to INR 50 crores in Contract Manufacturing this financial year, depending on opportunities (Page 14, 10; Page 19).

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.