Arisinfra Q1FY26 PAT Rises, Margins Hit Record 9.14 Per Cent

08 Aug 2025 CW Team

Total income for Q1FY26 stood at Rs 2.16 billion, up from Rs 1.95 billion in the same quarter last year. This growth was driven by increasing demand from institutional buyers, greater wallet share from repeat customers, and a wider reach of Arisinfra’s secured supply network across key regions.

EBITDA rose to Rs 195.12 million in Q1FY26 from Rs 173.29 million in Q1FY25 and Rs 107.67 million in Q4FY25—marking a 13 per cent year-on-year and 82 per cent quarter-on-quarter increase. The EBITDA margin expanded to a record 9.14 per cent, backed by scale benefits, stronger realisation from supply partnerships, and increased value-added service integration.

Profit after tax (PAT) stood at Rs 51.11 million after a one-time IPO-related expense of Rs 28.8 million. Adjusting for this, PAT came to Rs 74.15 million—exceeding the full-year FY25 PAT of Rs 60.13 million. This reflects a recovery from the Rs 5.16 million loss in Q4FY25 and a rise from Rs 64.57 million in Q1FY25, underlining the company’s renewed earnings momentum.

Post its successful IPO in June 2025, Arisinfra is now well-capitalised and strategically positioned to scale operations with improved capital efficiency and market reach.

Key strategic wins during the quarter include:

A Rs 1 billion project in Nandi Hills, structured around Arisinfra’s integrated delivery model focused on services and margin visibility.
A Rs 750 million MoU with Wadhwa Construction for the 1.2 million sq. ft. Wadhwa Wise City project in Panvel.
A Rs 3.4 billion partnership with Transcon Group in a supply-led integrated contract.
A major Rs 3 billion sanitaryware supply partnership with House of W to support turnkey interior fit-outs for institutional-grade projects.

Arisinfra’s project-based order book has crossed Rs 7.5 billion, excluding ongoing rolling demand from existing and new customers. This pipeline is expected to be executed over the next 24 to 36 months.

In a key delivery milestone, Arisinfra’s subsidiary, ArisUnitern RE Solutions Pvt. Ltd., successfully completed and handed over a 268,000 sq. ft. residential project in Chennai within 24 months—originally a stalled project backed by Investcorp.

Arisinfra Solutions Limited, a leading technology-enabled supply and services network catering to India’s construction and real estate sectors, has announced its unaudited consolidated financial results for the quarter ended 30 June 2025, showing notable improvement in profitability and operational efficiency.Total income for Q1FY26 stood at Rs 2.16 billion, up from Rs 1.95 billion in the same quarter last year. This growth was driven by increasing demand from institutional buyers, greater wallet share from repeat customers, and a wider reach of Arisinfra’s secured supply network across key regions.EBITDA rose to Rs 195.12 million in Q1FY26 from Rs 173.29 million in Q1FY25 and Rs 107.67 million in Q4FY25—marking a 13 per cent year-on-year and 82 per cent quarter-on-quarter increase. The EBITDA margin expanded to a record 9.14 per cent, backed by scale benefits, stronger realisation from supply partnerships, and increased value-added service integration.Profit after tax (PAT) stood at Rs 51.11 million after a one-time IPO-related expense of Rs 28.8 million. Adjusting for this, PAT came to Rs 74.15 million—exceeding the full-year FY25 PAT of Rs 60.13 million. This reflects a recovery from the Rs 5.16 million loss in Q4FY25 and a rise from Rs 64.57 million in Q1FY25, underlining the company’s renewed earnings momentum.Post its successful IPO in June 2025, Arisinfra is now well-capitalised and strategically positioned to scale operations with improved capital efficiency and market reach.Key strategic wins during the quarter include:A Rs 1 billion project in Nandi Hills, structured around Arisinfra’s integrated delivery model focused on services and margin visibility.A Rs 750 million MoU with Wadhwa Construction for the 1.2 million sq. ft. Wadhwa Wise City project in Panvel.A Rs 3.4 billion partnership with Transcon Group in a supply-led integrated contract.A major Rs 3 billion sanitaryware supply partnership with House of W to support turnkey interior fit-outs for institutional-grade projects.Arisinfra’s project-based order book has crossed Rs 7.5 billion, excluding ongoing rolling demand from existing and new customers. This pipeline is expected to be executed over the next 24 to 36 months.In a key delivery milestone, Arisinfra’s subsidiary, ArisUnitern RE Solutions Pvt. Ltd., successfully completed and handed over a 268,000 sq. ft. residential project in Chennai within 24 months—originally a stalled project backed by Investcorp.

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