Arisinfra Q3 FY26 Earnings: Revenue Up 49%, PAT ₹18.3 Cr
Arisinfra Reports Strong Revenue Growth and Improved Profitability in Q3 FY26
Q3 FY26 PAT at ₹18.3 crore | Revenue up 49% YoY
Q3 FY26 Total Income at ₹272 crore | PAT Margin at 6.7%
Mumbai, January 30, 2026 – Arisinfra Solutions Limited, a leading tech-enabled supply and services network for India’s construction and real estate sectors, today announced its unaudited consolidated financial results for the quarter and nine months ended December 31, 2025.
Arisinfra delivered a robust performance in Q3 FY26, driven by the continued expansion of its secured supply network, improved operating efficiency, higher scale of operations, disciplined cost and capital efficiency management, and the strong performance of its integrated materials and real estate solutions platform.
Key Consolidated Highlights
Operational & Financial Performance Table
| Particulars | Q3 FY26 | Q3 FY25 | YoY (%) | Q2 FY26 | 9M FY26 | 9M FY25 | YoY (%) |
|---|---|---|---|---|---|---|---|
| Operational Metrics | |||||||
| No. of Daily Dispatches | 765 | 660 | 16% | 792 | 765 | 613 | 25% |
| No. of Customers | 3,133 | 2,659 | 18% | 2,982 | 3,133 | 2,659 | 18% |
| No. of Vendors | 2,083 | 1,729 | 20% | 2,003 | 2,083 | 1,729 | 20% |
| Financials (₹ Crore) | |||||||
| Total Income | 272.48 | 185.58 | 47% | 242.45 | 730.54 | 557.76 | 31% |
| EBITDA* | 30.10 | 14.62 | 106% | 24.10 | 72.19 | 46.94 | 54% |
| EBITDA Margin (%) | 11.11% | 9.34% | +300 bps | 9.99% | 9.97% | 8.59% | +138 bps |
| Reported PAT | 18.27 | 2.05 | 790% | 15.26 | 38.64 | 6.53 | 491% |
| PAT Margin (%) | 6.74% | 1.13% | +562 bps | 6.32% | 5.32% | 1.19% | +413 bps |
* EBITDA before one-time exceptional item of IPO expenses.
Q3 FY26 Performance Highlights
Total income stood at ₹272.48 crore, compared with ₹185.58 crore in Q3 FY25 and ₹242.45 crore in Q2 FY26, driven by sustained demand across core markets and increased wallet share from existing clients.
Reported PAT for the quarter was ₹18.27 crore, compared to ₹2.05 crore in Q3 FY25, supported by improved operating leverage and significantly lower finance costs.
Operational performance strengthened, with average daily dispatches of 765 during the quarter, alongside continued expansion of the customer and vendor base, enhancing execution capability and network depth.
9M FY26 Performance Highlights
Total income for the nine months ended December 31, 2025 stood at ₹730.54 crore, compared with ₹557.76 crore in 9M FY25.
Reported PAT for 9M FY26 was ₹38.64 crore, compared with ₹6.53 crore in 9M FY25, reflecting operating scale-up, improved sourcing efficiency, and tighter cost discipline.
The Company maintained a strong focus on disciplined execution, capital efficiency, and sustainable scaling of operations.
Strategic & Business Updates
JS Infra Asphalt JV / MoU
Arisinfra entered into a strategic collaboration with JS Infra Solutions to evaluate entry into India’s ₹35,000+ crore asphalt market through an asset-light, execution-led partnership model.
This collaboration combines JS Infra’s on-ground execution capabilities with Arisinfra’s sourcing scale and technology platform, with an initial focus on the Mumbai region.
₹35 Crore Asphalt Order Win
Through its subsidiary Buildmex Infra Pvt Ltd, the Company secured an asphalt supply and execution-linked order worth approximately ₹35 crore.
This marks Arisinfra’s first live execution win in road infrastructure materials, validating its execution-led, asset-light model and strengthening momentum in its infrastructure order book.
Outlook
Arisinfra remains focused on scaling its integrated supply–services–technology platform, improving working capital efficiency, and enhancing margin visibility through higher service contribution.
With a strong balance sheet and an expanding base of institutional customers, the Company is well positioned to deliver capital-efficient and profitable growth.
Management Commentary
Mr. Ronak K. Morbia, Chairman & Managing Director, said:
“Our Q3 FY26 performance reflects the continued evolution of Arisinfra into an execution-led, systems-driven platform. While demand across Contract Manufacturing and Services remained steady, our focus during the quarter was on strengthening execution capability, improving capital velocity, and building visibility across complex infrastructure and real estate engagements.
During the quarter, total income stood at ₹272.5 crore, with EBITDA of ₹30 crore and PAT of ₹18.3 crore. Performance was supported by disciplined cost management, tighter working capital controls, and a growing share of execution-linked and service-led revenues.
As India’s infrastructure and real estate ecosystem moves toward larger, faster, and more accountability-driven projects, value creation is increasingly shifting from pure supply to execution reliability and coordination. In response, we are selectively expanding into execution-intensive categories such as road infrastructure and asphalt through asset-light, partnership-led models.
Looking ahead, our priorities are centered on scaling execution without balance-sheet strain, increasing repeat institutional engagements, and embedding technology-led control across sourcing, delivery, and cash cycles. With improving demand visibility and strengthening execution partnerships, we are well positioned to deliver sustainable, capital-efficient growth.”
About Arisinfra Solutions Limited
Arisinfra Solutions Limited is India’s first listed company offering an organized construction material supply and services network, bringing together fragmented suppliers and manufacturers to reliably serve large developers and contractors.
The Company serves a broad spectrum of infrastructure and real estate clients, delivering value through operational efficiency, material supply exclusivity, and high-margin service offerings. With a strong presence across high-growth regions, Arisinfra is committed to setting new benchmarks in innovation, sustainability, and profitability within India’s construction ecosystem.
BSE: 544419
NSE: ARISINFRA
Website: www.arisinfra.com
For Further Information, Please Contact:
Latesh Shah
Company Secretary & Compliance Officer
Arisinfra Solutions Ltd.
📧 Email: cs@arisinfra.one
Disclaimer
Certain statements in this document may be forward-looking statements. Such statements involve risks and uncertainties including regulatory changes, economic conditions, and other factors that could cause actual results to differ materially. Past performance is not indicative of future results. The Company undertakes no obligation to publicly update any forward-looking statements.