Arisinfra Solutions Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹1,137 Cr
- P/E
- 17.21
- ROE
- 11.22%
- PEG
- 0.20
- Price to sales
- 0.99
- Debt to equity
- 0.10
- 52W high / low
- ₹175 / ₹82.2
- EBITDA margin
- 9.86%
- Net profit margin
- 5.83%
- Promoter holding
- 37.57%
- Sales (last year)
- ₹1,146 Cr
Incorporated in 2021, Arisinfra Solutions Ltd provides construction materials to real estate and infrastructure developers and contractors[1]
Guidance scorecard · Q1 FY27 call
What Arisinfra Solutions Ltd's management guided
and where it ranks in Other Construction Materials
Other Construction Materials
RevenueQ1 FY27 call
40%+- Arisinfra Solutions targets a revenue growth of 35-40% YoY for FY27 and aims to maintain this growth rate for the near future, with further guidance on FY28 and FY29 to be provided in upcoming quarters.
- The DaaS (Developer as a Service) segment is expected to contribute consistently about 9-11% of total revenue and grow at a similar rate of 35-40%.
- Contract manufacturing’s contribution is planned to increase from 53% to 55-60% in the next year, supporting margin expansion.
- Asphalt business revenue is expected to grow significantly in H2 FY27, with Q3 and Q4 numbers projected to be meaningfully higher.
- Volumes in contract manufacturing are scaling (e.g., 8.65 lakh metric tons delivered in Q1 FY27), driven by increased utilization and customer demand.
2 more points from Arisinfra Solutions Ltd's call on revenue
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MarginsQ1 FY27 call
FlatSee what Arisinfra Solutions Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
Planned- Arisinfra is focusing on expanding contract manufacturing capacity from 9 million to 11 million metric tons annually in the next two quarters without additional deposits by recycling existing deposits.
- Growth is driven largely through increased utilization and capacity expansion within existing partnerships.
- The company maintains a capital-light model, especially in the Developer as a Service (DaaS) segment, where no capital is deployed; revenues are generated via fees and professional deployment.
2 more points from Arisinfra Solutions Ltd's call on capex
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FundraisingQ1 FY27 call
PlannedSee what Arisinfra Solutions Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
- The current order book for Arisinfra Solutions Limited stands at approximately INR 1,800-1,900 crores, to be executed over the next 18-24 months.
- Fee income from these orders will be recognized progressively during this period, with around 40% revenue expected in the first two quarters and 60% in the next two quarters.
- The company secured a new DaaS mandate worth INR 650 crores from the Wadhwa Group in Mumbai this quarter, further strengthening its project pipeline.
2 more points from Arisinfra Solutions Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Other Construction Materials
on management's own guidance
- 2
- Strong growth1
- Vishnusurya Pro.Good growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Other Construction Materials companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹30 Cr | 9.7 | |
| 2 | Arisinfra Solu.This stock | 40%+ | Flat | ₹1,180 Cr | 17.9 |
| 3 | Vishnusurya Pro. | 20–40% | Flat | ₹358 Cr | 8.5 |
| 4 | 10–20% | Up 2%+ | ₹970 Cr | — | |
| 5 | 10–20% | Up 0–2% | ₹370 Cr | 8.2 |
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Pro shows every company guiding 40%+ revenue growth →Full Other Construction Materials rankingArisinfra Solutions Ltd announcements
All announcements →- Order winNotableArisinfra Solutions secures ₹250 Cr DaaS service order from Transcon Iconica Pvt Ltd
- Order winNotableArisinfra's subsidiary gets DaaS service order from Transcon Bellaviu for Kalina project
- Order winNotableArisinfra unit Unitern gets second Transcon mandate, ~₹400 Cr GDV, Kalina
- Order winNotableArisinfra subsidiary Arisunitern gets DaaS order for ₹280 Crores GDV Bengaluru project
Financials of Arisinfra Solutions Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Arisinfra Solutions Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|
| Sales + | 206 | 190 | 174 | 182 | 221 | 212 | 241 | 271 | 343 |
| Expenses + | 216 | 176 | 161 | 170 | 211 | 194 | 219 | 241 | 313 |
| Operating Profit | -10 | 15 | 13 | 12 | 10 | 18 | 23 | 30 | 30 |
| OPM % | -5% | 8% | 8% | 7% | 5% | 9% | 9% | 11% | 9% |
| Other Income + | 1 | 4 | -2 | 2 | 3 | 1 | 2 | 2 | 6 |
| Interest | 8 | 9 | 11 | 11 | 11 | 12 | 5 | 5 | 6 |
| Depreciation | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 |
| Profit before tax | -18 | 9 | -0 | 3 | 1 | 6 | 19 | 25 | 29 |
| Tax % | 1% | 28% | 321% | 35% | 177% | 19% | 19% | 26% | 25% |
| Net Profit + | -18 | 6 | -2 | 2 | -1 | 5 | 15 | 18 | 22 |
| EPS in Rs | -171.62 | 52.16 | -0.65 | 0.08 | -0.23 | 0.41 | 1.76 | 1.88 | 2.43 |
Financials of Arisinfra Solutions Ltd
Profit & Loss
Annual income statement trend
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| Sales + | 452 | 746 | 697 | 768 | 1,067 |
| Expenses + | 453 | 747 | 684 | 718 | 967 |
| Operating Profit | -1 | -1 | 13 | 50 | 101 |
| OPM % | -0% | -0% | 2% | 7% | 9% |
| Other Income + | 1 | 8 | 6 | 7 | 10 |
| Interest | 5 | 24 | 32 | 41 | 28 |
| Depreciation | 1 | 2 | 3 | 3 | 4 |
| Profit before tax | -5 | -18 | -17 | 12 | 79 |
| Tax % | 19% | -16% | 3% | 51% | 23% |
| Net Profit + | -6 | -15 | -17 | 6 | 60 |
| EPS in Rs | -53.36 | -122.30 | -160.17 | 0.35 | 6.45 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% |
Financials of Arisinfra Solutions Ltd
Balance Sheet
Capital structure and asset base
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| Equity Capital | 1 | 1 | 1 | 12 | 16 |
| Reserves | 139 | 104 | 140 | 219 | 723 |
| Borrowings + | 156 | 224 | 276 | 343 | 70 |
| Other Liabilities + | 38 | 66 | 76 | 122 | 232 |
| Total Liabilities | 334 | 395 | 493 | 697 | 1,041 |
| Fixed Assets + | 3 | 6 | 4 | 6 | 79 |
| CWIP | 0 | 9 | 25 | 41 | 1 |
| Investments | 0 | 0 | 0 | 0 | 0 |
| Other Assets + | 331 | 380 | 464 | 650 | 961 |
| Total Assets | 334 | 395 | 493 | 697 | 1,041 |
Financials of Arisinfra Solutions Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| Cash from Operating Activity + | -269 | -14 | 3 | -21 | 142 |
| Cash from Investing Activity + | -7 | -43 | -37 | -62 | -176 |
| Cash from Financing Activity + | 291 | 42 | 31 | 83 | 135 |
| Net Cash Flow | 15 | -15 | -2 | -0 | 101 |
| Free Cash Flow | -271 | -24 | -8 | -37 | 120 |
| CFO/OP | 24,702% | 1,659% | 48% | -38% | 155% |
Financials of Arisinfra Solutions Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| Debtor Days | 211 | 135 | 168 | 155 | 140 |
| Inventory Days | 1 | 1 | 1 | 1 | 2 |
| Days Payable | 23 | 16 | 27 | 39 | 71 |
| Cash Conversion Cycle | 189 | 119 | 142 | 118 | 71 |
| Working Capital Days | 116 | 81 | 90 | 66 | 110 |
| ROCE % | 2% | 4% | 12% | 16% |
Guidance history
How Arisinfra Solutions Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 40%+ | Flat | Planned | Planned | — |
| Q4 FY26 call → | 40%+ | Flat | Planned | Planned | Rising |
| Q3 FY26 call → | 40%+ | Flat | Planned | None planned | Rising |
| Q2 FY26 call → | 40%+ | Flat | None planned | — | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
64 out of 100 — Steady
Over the past year its share price has moved roughly in the middle of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −15.5% | 44% |
| Last 6 months | +12.3% | 70% |
| Last 3 months | +30.6% | 93% |
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Arisinfra Solutions Ltd: 0.4 × 44 + 0.4 × 70 + 0.2 × 93 = 64.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 16 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Arisinfra Solutions Ltd's management said in earlier quarters
Others in Other Construction Materials this season
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- Everest Industries Ltd (Q2 FY27)
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