Arisinfra Solutions Limited has reported robust financial performance for Q3FY26, demonstrating strong operational recovery and growth momentum. The construction materials trading company announced its unaudited financial results for the quarter ended December 31, 2025, showing significant improvement across key financial metrics.

Strong Revenue Growth and Profitability Turnaround

The company delivered impressive revenue growth in Q3FY26, with standalone revenue from operations reaching ₹1,613.84 million compared to ₹1,169.50 million in Q3FY25. This represents a substantial 38.00% year-on-year increase, reflecting the company's strengthened market position and operational efficiency.

The company achieved a remarkable turnaround in profitability, reporting net profit of ₹32.26 million in Q3FY26 against a loss of ₹57.20 million in the corresponding quarter of the previous year. This positive swing demonstrates the effectiveness of the company's strategic initiatives and operational improvements.

Nine-Month Performance Shows Sustained Growth

For the nine-month period ended December 31, 2025, Arisinfra Solutions maintained its growth trajectory with standalone revenue from operations of ₹4,484.38 million, up from ₹3,807.90 million in the corresponding period of FY25. The company reported net profit of ₹99.88 million for the nine-month period, a significant improvement from the loss of ₹120.45 million in the same period last year.

Consolidated Performance Reflects Group Strength

On a consolidated basis, the company reported even stronger performance with Q3FY26 revenue from operations of ₹2,708.35 million compared to ₹1,818.21 million in Q3FY25, representing a 48.97% increase. Consolidated net profit for Q3FY26 stood at ₹182.69 million against ₹20.46 million in the previous year.

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.

IPO Proceeds Utilization and Capital Structure

The company has effectively utilized its IPO proceeds raised during FY26. Out of gross IPO proceeds of ₹4,995.96 million, the company has utilized ₹4,884.62 million as of December 31, 2025, with ₹111.34 million remaining unutilized. The major utilizations include:

• Repayment of borrowings: ₹2,031.85 million
• Working capital funding: ₹1,769.71 million
• Subsidiary investment: ₹478.71 million
• General corporate purposes: ₹392.71 million

The company's paid-up equity share capital stands at ₹162.90 million with a face value of ₹2 per share, reflecting the successful completion of its public offering and listing on NSE and BSE on June 25, 2025.

Operational Efficiency and Cost Management

The company demonstrated improved operational efficiency with better cost management across various expense categories. Finance costs decreased significantly to ₹35.42 million in Q3FY26 from ₹84.13 million in Q3FY25, primarily due to debt reduction through IPO proceeds utilization. Employee benefits expense also showed improvement at ₹63.24 million compared to ₹86.79 million in the previous year quarter.

The results were reviewed by the Audit Committee and approved by the Board of Directors at their meeting held on January 30, 2026, with limited review conducted by statutory auditors Price Waterhouse Chartered Accountants LLP.

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.