Arisinfra Solutions has notified the stock exchanges of its management's scheduled participation in the Centrum Nakshatra conference on Wednesday, May 20, 2026. The intimation was filed on May 14, 2026, in compliance with Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Conference Details

The company's management will engage with investors and analysts at the Centrum Nakshatra conference in a virtual format. The key details of the scheduled participation are outlined below:

Disclosure and Compliance

The company has clarified that discussions with investors and analysts during the conference will be based exclusively on publicly available information and will not involve any Unpublished Price Sensitive Information. In accordance with Regulation 46(2) of the Listing Regulations, the intimation has also been made available on the company's investor relations page at https://aris.in/pages/investor-relations-disclosures .

The company has noted that the above schedule is subject to change due to exigencies on the part of the company and/or the investor(s)/analyst(s). The filing was signed by Latesh Shailesh Shah, Company Secretary & Compliance Officer (ICSI Membership Number F12559), from Mumbai.

Arisinfra Solutions has released the transcript and audio recording of its Q4FY26 earnings conference call held on May 11, 2026 at 12:00 PM IST, pursuant to Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The call covered the standalone and consolidated audited financial results for the quarter and financial year ended March 31, 2026, with senior management presenting financial and operational highlights followed by an investor Q&A session. Both the transcript and audio recording are available on the company's website under the Investors section at https://aris.in/pages/investor-relations-financial-results .

Conference Call Details

The earnings call brought together the company's senior management to present and discuss financial performance for the quarter and full year ended March 31, 2026.

Management Participants

• Mr. Ronak Morbia – Chairman & Managing Director
• Mr. Bhavik Khara – Whole Time Director & CFO
• Mr. Srinivasan Gopalan – Chief Executive Officer

Financial Highlights

CFO Bhavik Khara presented the financial performance for the quarter and full year. The following tables summarise the key metrics:

Management noted that the improvement in profitability was driven by disciplined cost control through the company's technology platform, an improving business mix with higher contributions from Contract Manufacturing and Services, and significantly better working capital efficiency. Net working capital days reduced from 110 days to 66 days, while operating cash flow turned strongly positive at ₹142 crores during the year.

Operational Highlights

CEO Srinivasan Gopalan outlined the operational performance for the quarter. The Contract Manufacturing segment scaled strongly, with revenues growing 169% year-on-year. Volumes delivered increased 91% year-on-year to 11.29 lakh metric tons in Q4 FY26, with capacity utilization improving to 50% from 39% in the corresponding quarter last year.

The company's DAAS (Developer-as-a-Service) business continued to scale, with an active pipeline of 12-plus projects and approximately ₹1,800 crores of GDV under execution. Asphalt, a newly launched product category, saw strong customer acceptance with active customers nearly doubling during the quarter.

Business Segments and Strategy

Chairman Ronak Morbia outlined the company's three integrated business segments. The B2B Supply segment, which contributed approximately 44% of FY26 revenues, serves as the entry point to the network providing procurement solutions across construction materials. The Contract Manufacturing segment, contributing nearly 47% of FY26 revenues, secures production capacity through exclusive long-term partnerships with manufacturing plants on an asset-light basis. The Services (DAAS) segment, while contributing a smaller revenue share, delivers significantly higher margins and strong capital efficiency.

Management highlighted that the current asset base of approximately ₹200–₹250 crores in capacity deposits provides revenue predictability of more than ₹6,000 crores over the next five years, including the ₹800 crore multi-year contract signed with Capacite Infraprojects. For FY27, the company plans to invest an additional ₹25–₹50 crores in capacity deposits and targets peak utilization of over 75%–80% in Contract Manufacturing. Management also guided for revenue growth of 35%–40% and an EBITDA margin in the range of 10%–10.50% going forward.

Investor Q&A: Key Takeaways

During the Q&A session, management addressed several key topics raised by analysts and investors:

• Segment Mix (FY27): Management indicated a target of 55%–60% revenue contribution from Contract Manufacturing and approximately 9%–10% from Services.
• Working Capital: The reduction in net working capital days from 120 days (at the time of DRHP filing) to 66 days was described as a structural improvement, not a one-quarter occurrence, with management expressing confidence in sustaining or further improving this metric.
• Stuck Receivables: Outstanding 180-plus day receivables stood at approximately ₹40–₹42 crores, with significant recovery expected during FY27.
• Other Expenses: A spike in Q4 other expenses was attributed to an additional expected credit loss provision of approximately ₹5 crores taken as a conservative measure at year-end.
• Interest Costs: Higher interest costs in FY26 were explained by pre-listing debt in Q1 FY26; the company has since obtained a ₹30 crore working capital facility and is targeting ₹100–₹150 crores in total working capital facilities as a strategic bridge between payables and receivables.
• Asphalt Margins: Management noted that the asphalt segment partner has historically clocked approximately 18%–20% net profit margins, with working capital also well under control.
• Technology Moat: The company processes approximately 800 deliveries per day, digitized approximately 6.50 lakh documents in the last year, and has implemented AI-based automated entry creation from delivery challans, which management described as a key operational differentiator.
• OCF-to-PAT Ratio: Management indicated the current ratio is approximately 1:2 and expects it to move towards approximately 1:1.50 in the next year.
• Seasonality: Management described H1 as slightly slower and H2 as stronger, characterising this as a strategic approach rather than purely monsoon-driven seasonality.
• Raw Material Pass-Through: Management confirmed that commodity price movements, including steel, are a complete pass-through in the company's business model, with no material impact on profitability.
• Technology Platform: Management indicated plans to open the platform to customers and vendors in the near future, potentially through a subscription model or transaction fee, rather than as a standalone SaaS product.
• New Categories: The other materials segment (including tiles, plumbing, electrical, and sanitary ware) currently contributes approximately 15%–20% of overall revenue, with management intending to sustain this share at a 40% growth trajectory.

The intimation was signed by Bhavik Jayesh Khara, Whole Time Director & CFO (DIN: 09095925), from Mumbai on May 12, 2026.

Source: Company/INE0H9P01028/750b1275f4c749fa.pdf