Arisinfra Solutions has reported exceptional financial performance for Q3, demonstrating strong operational recovery and significant profitability improvements. The construction materials trading company announced robust consolidated growth alongside substantial revenue expansion and margin improvements.

Outstanding Consolidated Performance Growth

The company achieved remarkable consolidated performance in Q3, with net profit reaching ₹153 million compared to ₹4 million in the corresponding quarter of the previous year. Consolidated revenue from operations grew substantially to ₹2.7 billion from ₹1.8 billion, representing an impressive 49% year-on-year increase.

Exceptional EBITDA Performance and Margin Expansion

The company delivered outstanding EBITDA growth, with EBITDA reaching ₹295 million compared to ₹123 million in the previous year, representing an impressive 140% year-on-year increase. More significantly, the company expanded its EBITDA margin to 10.89% from 6.77% in the corresponding quarter of the previous year, demonstrating enhanced operational efficiency and cost management.

Strong Standalone Financial Results

On a standalone basis, the company reported revenue from operations of ₹1,613.84 million compared to ₹1,169.50 million, representing a substantial 38.00% year-on-year increase. The company achieved a remarkable turnaround in standalone profitability, reporting net profit of ₹32.26 million against a loss of ₹57.20 million in the corresponding quarter of the previous year.

Nine-Month Consolidated Growth Trajectory

For the nine-month consolidated period, revenue from operations reached ₹7,241.06 million compared to ₹5,465.23 million in the corresponding period, with net profit of ₹386.35 million versus ₹65.26 million in the previous year. On standalone basis, nine-month revenue from operations stood at ₹4,484.38 million, up from ₹3,807.90 million, with net profit of ₹99.88 million compared to a loss of ₹120.45 million in the same period last year.

Strategic IPO Proceeds Utilization

The company has effectively utilized its IPO proceeds, with ₹4,884.62 million utilized out of gross IPO proceeds of ₹4,995.96 million. The strategic deployment included ₹2,031.85 million for repayment of borrowings, ₹1,769.71 million for working capital funding, ₹478.71 million for subsidiary investment, and ₹392.71 million for general corporate purposes. This contributed to improved operational efficiency, with finance costs decreasing significantly to ₹35.42 million from ₹84.13 million in the previous year.

Arisinfra Solutions Limited has announced securing a substantial ₹63.00 crore ready-mix concrete order through its subsidiary Buildmex from LD Patel Group on January 22, 2026. The announcement was made through a regulatory filing under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Order Details and Strategic Significance

The concrete supply order represents a major business development for Arisinfra Solutions, strengthening its execution footprint in core construction materials. The engagement reflects the market's confidence in the company's ability to support high-intensity construction activity through its disciplined, partner-led operating model.

Client Profile and Market Position

LD Patel Group operates as a well-established civil contracting firm with extensive experience in delivering large and complex construction projects. The group serves a diverse client base including:

• Developers and real estate companies
• Corporate entities
• Institutional clients
• Government bodies across India

The partnership demonstrates LD Patel Group's confidence in Arisinfra's operational capabilities and delivery standards for critical construction materials.

Operational Approach and Execution Model

Arisinfra Solutions employs a distinctive asset-light approach to construction material supply, focusing on operational excellence rather than asset ownership. The company's execution model encompasses several key elements:

• Production planning and quality control systems
• Delivery sequencing and logistics coordination
• On-site coordination and support services
• Technology-enabled operating controls

This networked approach allows the company to align partner capacity with operational controls, ensuring predictable outcomes without the capital intensity of owning plants or fleets.

Company Background

Arisinfra Solutions Limited operates as India's first listed company offering an organized construction material supply and services network. The company brings together fragmented suppliers and manufacturers to serve large developers and contractors reliably. With a strong presence across high-growth regions, Arisinfra serves a wide spectrum of infrastructure and real estate clients, delivering value through operational efficiency, material supply exclusivity, and high-margin service offerings.

The latest order marks another step in Arisinfra's expansion across execution-critical material categories, scaling operational capability and trusted delivery through its established network rather than through asset accumulation.