Q2 growth, higher margins and FY30 targets

Management guided margin improvementOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

ARIS · price

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Price reactionminutes from the announcement price · days from the prior close

+1.3%Reaction day

₹144.23

prior close

₹148.40

announcement price

In-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+2.2%-0.8% vs market

Other Construction Materials peers, median of 19sector+1.6%-0.3% vs sector

On the reaction day the stock moved 0.8 pts less than Nifty Microcap 250 and 0.3 pts less than its Other Construction Materials peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.8

10m

+0.1

15m

+0.2

30m

+0.3

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.3+2.2-0.8+1.6-0.3

Next day

+3.7+3.3+0.4+2.4+1.4

+1.5pendingpending+4.2-2.7

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15d

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UpDownMarket · Nifty Microcap 250Sector · Other Construction Materials peers, median of 19Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Arisinfra reported Q2 FY27 revenue of 307.7 crore, up 28%, EBITDA of 35.6 crore at an 11.6% margin and profit after tax of 22.8 crore, up 50%. H1 revenue rose 32% to 598.5 crore, while profit after tax jumped 110% to 42.9 crore. The Developer as a Service live order book exceeded 2,750 crore across 15 projects. Management targets FY30 revenue of about 3,000 crore, a 12-13% EBITDA margin and profit after tax of about 225 crore.

Likely market impact

Strong growth and new FY30 targets support a positive long-term view, but delivery remains important and the targets are forward-looking.