Arisinfra Solutions Limited has informed the Exchange about Transcript
ARIS · price
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ArisInfra Solutions Limited reported strong Q4 FY26 results with revenue of INR 343 crores (55% YoY growth) and PAT of INR 22 crores turning profitable from a loss. For FY26, revenue stood at INR 1,068 crores (39% growth) with EBITDA doubling to INR 101 crores and PAT at INR 60 crores (vs INR 6 crores prior year). The company operates three segments: B2B Supply (44% revenue), Contract Manufacturing (47% revenue, grew 169% YoY in Q4), and Services/DAAS (9% revenue, grew 264% YoY). Net working capital days improved to 66 from 110, with net debt-to-equity at -0.09x and operating cash flow of INR 142 crores. Management guided for 35-40% revenue growth for the next two years with EBITDA margins targeted at 10-10.5%.
The company demonstrated strong operating leverage with PAT growing 10x year-on-year, indicating improving profitability and capital efficiency. Management's visibility on INR 6,000+ crores of revenues over 5 years and plan to book 85-90% of annual revenues in Q1 provides clear forward guidance for shareholders.