Arisinfra Solutions Limited has informed the Exchange about Investor Presentation
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Arisinfra Solutions filed its March 2026 investor presentation ahead of its participation at the Valorem Advisors conference. The company, a tech-enabled B2B platform for construction materials procurement, reported 9M-FY26 revenue of INR 7,241 Mn and EBITDA of INR 702 Mn at a 9.69% margin, up from -0.09% in FY23. PAT stood at INR 386 Mn (5.33% margin), with ROCE at 26% and ROE at 25.91%. Revenue is split across B2B Supply (47%), Contract Manufacturing (44%), and Services (9%), serving 3,000+ customers across 23 states. The company turned net cash with debt-to-equity at -0.22x and net working capital days down to 74 from 120. Growth strategy includes deepening categories like RMC, aggregates, asphalt, scaling contract manufacturing, and expanding the high-margin Services vertical (Developer-as-a-Service) currently running at 55-60% EBITDA margins.
This is a routine compliance filing for an investor conference, so direct share price impact is likely limited. However, the underlying numbers reinforce a strong turnaround story — margins expanding sharply, net cash balance sheet, and a high-margin Services stream scaling. Investors should watch execution on the new category expansion and Services vertical growth.