Arisinfra Solutions Limited, a tech-enabled supply and services network for India's construction and real estate sectors, has announced significant new contract wins, bolstering its presence in North Bengaluru's thriving real estate market.

Key Highlights

• Arisinfra Solutions secured ₹100.00 crore worth of integrated supply and services contracts
• ArisUnitern RE Solutions Private Limited, a subsidiary, secured two development management contracts worth ₹91.00 crore
• New projects include plotted developments, villas, and apartments
• North Bengaluru portfolio expands to over 2.45 million sq. ft.
• Gross Development Value (GDV) reaches approximately ₹1,400.00 crore

Contract Details

Arisinfra Solutions has been awarded contracts by Arsh Greens and Eternity Group, further solidifying its position as a preferred partner in the real estate and construction ecosystem. The new contracts are structured with execution horizons of 24-30 months, promising quicker revenue conversion and faster returns.

The ₹100.00 crore order for Arisinfra Solutions is evenly split between:

• ₹50.00 crore in execution services
• ₹50.00 crore in material supply contracts

Additionally, ArisUnitern RE Solutions Private Limited secured two development management mandates:

• ₹35.00 crore contract from Eternity Structures Private Limited for a 3-year period
• ₹56.00 crore contract from Vaishnavi Residencies for 2-3 years

Both contracts involve development management, project execution, and material supply services through the company's integrated delivery model.

Expanding Order Book

With these new additions, Arisinfra Solutions' total integrated supply-and-services order book has grown impressively:

Project Timeline

The newly secured projects are set for prompt execution:

• Arsh Greens project: Immediate launch
• Other projects: Commencement within 90 days

All necessary project approvals are already in place, eliminating gestation risk and ensuring timely commencement.

Financial Implications

Arisinfra Solutions' services arm, which has historically delivered gross margins exceeding 50%, is expected to play a crucial role in driving profitability from these new projects.

Management Commentary

Mr. Srinivasan Gopalan, CEO of Arisinfra Solutions Ltd., commented on the recent wins: "North Bengaluru is one of India's most exciting real estate corridors, and with each of these new wins, Arisinfra Solutions adds long-term visibility to our order book, multi-revenue stream and high profitability opportunity. We secure the mandate, manage execution, and deliver the materials — ensuring predictable growth with built-in returns."

Company Overview

Arisinfra Solutions Ltd., India's first listed company offering an organized construction material supply and services network, brings together fragmented suppliers and manufacturers to reliably serve large developers and contractors. The company's unique integrated model combines execution services with materials supply under one platform, ensuring strong revenue visibility and substantial return potential.

As Arisinfra Solutions continues to expand its footprint in high-growth regions, it remains committed to setting new benchmarks in innovation, sustainability, and profitability within the Indian construction ecosystem.

Arisinfra Solutions Limited has reported robust financial results for the first quarter, marking significant milestones in its growth journey. The company's performance reflects its strong market position and efficient operational model in the construction materials and services sector.

Financial Highlights

• Total income for Q1 stood at Rs. 216.00 crores, up 11% year-on-year
• EBITDA reached Rs. 19.50 crores, with a margin of 9.2% - the highest ever for the company
• Net profit after tax (PAT) was Rs. 5.11 crores, after absorbing Rs. 2.50 crores of IPO-related expenses
• Adjusted PAT (excluding IPO expenses) was Rs. 8.00 crores, compared to Rs. 6.50 crores in Q1 last year

Operational Achievements

• Achieved debt-free status with net debt at zero
• Reduced working capital cycle to 97 days from 120 days a year ago
• Secured new contracts worth Rs. 400.00-450.00 crores
• Expanded BuildMex subsidiary capacity to 2.5-3 lakh metric tons monthly

Strategic Developments

Arisinfra Solutions has made significant strides in its operational strategy:

1. Supply-Demand Engine: The company has built an organized network with long-term visibility on both supply and demand sides, securing capacities through strategic deposits and serving institutional customers with predictable repeat demand.

2. Working Capital Management: Initiatives include securing supply chain financing facilities and scaling invoice discounting with institutional customers, aiming to reduce the working capital cycle further to 85-90 days.

3. Asset-Light Model: The company is focusing on scaling through strategic partnerships and contract manufacturing, preserving flexibility and reducing risk.

Management Commentary

Srinivasan Gopalan, CEO of ArisInfra Solutions, stated, "We are pleased to report a solid start for the financial year. Our Q1 results reflect the strength of our integrated supply-service model, which is gaining strong industry response in a traditionally fragmented sector."

Ronak Morbia, Chairman and Managing Director, added, "We are targeting around 40% growth, focusing not just on revenue but on sustaining EBITDA margins, PAT margins, and keeping the working capital cycle under check."

Future Outlook

The management expects:

• 30-40% revenue growth going forward
• PAT margins of 4-6%
• Further reduction in working capital cycle to 85-90 days
• Continued focus on institutional demand and increasing wallet share with existing customers

Arisinfra Solutions' strong Q1 performance, coupled with its strategic initiatives and robust order book, positions the company well for sustained growth in the coming quarters. The company's focus on capital efficiency, margin improvement, and working capital optimization is likely to drive long-term value for stakeholders.

Note: All financial figures are in Indian Rupees (INR).