Arisinfra Solutions Hits ₹10,000 Mn Revenue Milestone as FY26 Profits Surge Ten-Fold
Mumbai, May 9, 2026: Arisinfra Solutions Limited has reported a transformative set of financial results for the fiscal year ending March 31. The technology-led infrastructure platform saw its annual revenue cross the ₹10,000 mn milestone, reaching ₹10,675 mn—a 39% increase over the previous year. Most notably, the company’s profit after tax witnessed a ten-fold surge to ₹603 Mn, driven by significant operating leverage and a strategic shift toward higher-margin business verticals, Arisinfra Solutions said in a press release.
The company’s balance sheet underwent a radical strengthening during the year, moving from a net debt position to becoming net cash positive. This transition was supported by a defining ₹1,000 mn plus in cash flow from operations and a sharp 44-day compression in the working capital cycle. The final quarter of the year provided the strongest momentum, with Q4 revenue jumping 55% to ₹3,434 mn and EBITDA nearly tripling to ₹305 mn. This performance highlights the scalability of the ARIS model, where network effects have allowed profits to grow at a much faster rate than revenues.
Operationally, the growth was fueled by a three-stream network strategy. While the B2B supply segment maintained relationship density, the company’s higher-margin “supply engine”—Contract Manufacturing—nearly doubled to ₹4,989 mn. Simultaneously, the Developer-as-a-Service (DaaS) vertical, which operates at 55–60% EBITDA margins, grew by 109%. Together, these two segments now account for 56% of total revenue. Efficiency was further bolstered by proprietary AI tools, CARA AI and ArisGPT, which have reduced invoice turnaround times from weeks to hours and allowed the platform to scale without proportional increases in headcount.
Reflecting on the year’s achievements, Ronak K. Morbia, Chairman and Managing Director, noted that the results validate the company’s core strategy. “FY26 marks a defining year for ARIS,” said Ronak Morbia, Chairman and Managing Director. “We completed our IPO, repaid substantial debt, deepened our Contract Manufacturing footprint, and significantly scaled our Developer-as-a-Service vertical — all while delivering a structural improvement in working capital efficiency. These results validate our asset-light, network-led model.”
Looking toward FY27, Arisinfra Solutions has outlined an aggressive expansion plan to increase its contract manufacturing capacity by 20–25% through new plant partnerships. The company also intends to deepen its DaaS footprint and diversify into new high-margin categories, including tiles, electricals, and sanitaryware. Management maintains that the existing technology infrastructure is robust enough to support up to ten times the current transaction volume without incurring material incremental costs, setting the stage for continued self-financed growth, the press release added.
