Arisinfra Solutions Limited announced its participation in the 11th Annual Valorem Conference - 'Resilient Corporates, Relentless India' through a regulatory filing dated March 21, 2026. The company presented a comprehensive investor presentation showcasing its tech-enabled B2B construction materials procurement platform and strategic positioning in India's construction ecosystem.

Business Model and Market Position

The company operates as a tech-enabled B2B platform focused on simplifying construction materials procurement across India. Operating through an asset-light, aggregator-led model with no inventory risk and minimal fixed assets, Arisinfra integrates sourcing, quality control, logistics, and documentation into a unified digital supply-chain network.

The presentation highlighted the company's extensive geographical presence and marquee customer base including infrastructure players and real estate developers. Key projects include Chennai Peripheral Ring Road, Mumbai Ahmedabad Bullet Train, and Navi Mumbai Airport among others.

Three-Stream Revenue Model

Arisinfra operates through three distinct revenue streams with varying margin profiles:

The Contract Manufacturing segment involves securing 100% output from partner factories under exclusive long-term agreements, providing reserved capacity of aggregates, RMC, and asphalt. The Developer-as-a-Service model through ArisUnitern RE Solutions manages entire real estate project lifecycles from funding to completion.

Financial Performance Transformation

The company demonstrated significant financial improvement across recent periods:

The transformation from negative EBITDA margins in FY23 to 9.69% in 9M-FY26 reflects the company's strategic shift towards higher-margin categories and operational efficiency improvements.

Technology Platform and Digital Innovation

The presentation emphasized Arisinfra's technology-driven approach through its ArisCloud platform and AI-powered solutions. Key technological capabilities include:

• ArisGPT: Conversational AI for operational intelligence providing real-time insights
• Automated Document Intelligence: AI-powered verification with 95% stamp detection accuracy
• WhatsApp Integration: Real-time vendor engagement reducing processing time from days to minutes
• CARA AI: Multi-source data aggregation for instant operational and financial insights

The platform processes over 100,000 records with AI-enabled delivery automation and maintains a comprehensive credit and risk engine for all counterparties.

Strategic Growth Initiatives

The company outlined several growth strategies including working capital optimization, category expansion into tiles, CP fittings, and electricals, and geographic scale-up across high-growth infrastructure corridors. The scalable platform can handle 10x higher volumes on existing infrastructure with minimal incremental costs.

Future focus areas include deepening presence in high-margin execution-driven categories such as RMC, aggregates, and asphalt while expanding the services vertical for recurring revenue streams.

Source: None/Company/INE0H9P01028/51c59b10-d381-4f0a-be4d-c5303e787a8c.pdf

ArisInfra Solutions Limited announced that its Board of Directors has approved a comprehensive scheme of amalgamation with its subsidiary company. The board meeting, held on March 18, 2026, from 03:30 p.m. to 04:30 p.m. (IST), marked a significant step in the company's consolidation strategy with the appointed date set as April 01, 2026.

Scheme Details and Structure

The approved scheme involves the amalgamation of ArisUnitern RE Solutions Private Limited (ArisUnitern) as the transferor company with ArisInfra Solutions Limited (ARIS) as the transferee company. The proposal was recommended by both the Audit Committee and the Committee of Independent Directors in their respective meetings held on March 18, 2026.

Financial Profile and Performance

The amalgamation involves entities with substantial financial profiles. ArisUnitern has demonstrated strong and consistent growth since formation, reporting revenues of INR 130 million, INR 248 million, and INR 432 million in FY23, FY24, and FY25 respectively. For the nine months ended December 2025, ArisUnitern reported revenue of INR 517 million and PBT of INR 329 million.

For the period from April 1, 2024, to March 31, 2025, the transferor company reported a standalone turnover of INR 431.84 million with a net worth of INR 195.70 million. The transferee company demonstrated significantly larger operations with standalone turnover of INR 5,352.18 million and consolidated turnover of INR 7,676.72 million.

Share Exchange Ratio and Consideration

The scheme provides for a specific share exchange ratio without any cash consideration. Shareholders of ArisUnitern will receive 517 equity shares of Rs. 2/- each fully paid up of ARIS for every 10 equity shares of Rs. 10/- each fully paid up held in ArisUnitern. This ratio is based on a valuation report dated March 18, 2026, by RBSA Valuation Advisors LLP and a fairness opinion by Diggi Corporate Advisors Private Limited.

Impact on Shareholding Pattern

The amalgamation will result in changes to the shareholding pattern of ArisInfra Solutions Limited. Post-scheme, the promoter and promoter group shareholding will decrease from 37.59% to 34.71%, while public shareholding will increase from 62.41% to 65.29%. The total number of equity shares will increase from 8,17,61,246 to 8,85,47,246.

Strategic Benefits and Earnings Enhancement

The Board identified multiple strategic benefits from the proposed amalgamation designed to enhance earnings and create operational synergies. The consolidation is expected to enable better resource utilization, achieve greater economies of scale, reduce overheads, and improve operational parameters. ArisInfra and ArisUnitern have operated as deeply integrated businesses since the subsidiary's inception, sharing customers, supply chains, technology infrastructure, and teams.

Key benefits include elimination of non-controlling interest, allowing 100% of ArisUnitern's profits to accrue directly to ARIS shareholders, resulting in EPS accretion and improved return ratios. The unified entity can offer complete combined proposition of development services and materials supply under a single relationship, improving revenue per account and enhancing working capital efficiency.

Management Commentary

Commenting on the development, Mr. Ronak Morbia, Chairman & Managing Director of ArisInfra Solutions Limited, stated that ArisUnitern was incorporated with an intent to have deeper access to developers and project sites. He noted that the services side developed into a business of its own, with ArisUnitern's Development-as-a-Service model growing consistently and contributing meaningfully to profitability.

Regulatory Approvals Required

The scheme is subject to comprehensive regulatory approvals including consent from shareholders, creditors, stock exchanges (BSE Limited and National Stock Exchange of India Limited), SEBI, National Company Law Tribunal, and other sectoral or regulatory authorities as may be required. The transaction falls within the purview of related party transactions under SEBI LODR regulations since ArisUnitern is a subsidiary of ARIS.