Transcript of the earnings conference call for the quarter and Year ended 31st March 2026

ArisInfra reported strong Q4FY26 results with revenue of INR 343 crores (55% YoY growth) and PAT of INR 22 crores turning profitable from a loss. Full year FY26 revenue stood at INR 1,068 crores (39% growth) with PAT of INR 60 crores (10x increase from INR 6 crores). The company improved EBITDA margins to 9.43%, expanded by 290 basis points, while reducing net working capital days to 66 from 110 days. Contract Manufacturing grew 169% YoY with capacity utilization improving to 50%. The new Asphalt category generated INR 30 crores revenue with strong customer adoption. The balance sheet strengthened with net debt-to-equity at -0.09x and operating cash flow at INR 142 crores. Management guided for 35-40% revenue growth in FY27 with EBITDA margins at 10-10.5%.