Arisinfra Solutions Reports Highest Quarterly Profit of Rs 22.8 Crore in Q2 FY27
Mumbai, November 03, 2026: Arisinfra Solutions Limited reported a 32 percent year-on-year growth in revenue for the first half of the financial year ended September 30, 2026, reaching Rs 598.5 crore, while profit after tax more than doubled to Rs 42.9 crore. For the second quarter, the company delivered its highest quarterly profit after tax of Rs 22.8 crore, representing a 50 percent increase year-on-year, along with its highest quarterly EBITDA margin at 11.6 percent, according to a press release issued by the company.
During Q2 FY27, contract manufacturing and Developer as a Service (DaaS) collectively accounted for 66 percent of quarterly revenue, compared to 53 percent in the corresponding period last year. Total income for H1 FY27 reached Rs 607.5 crore, up 33 percent year-on-year, while EBITDA rose 63 percent to Rs 66.2 crore.
Cash flow from operations for the first half stood at Rs 60.1 crore, approximately 1.4 times the profit after tax. Net working capital days decreased to 54 from 97 days in Q1 FY26. As of September 30, 2026, net debt stood at Rs 74 crore, representing 0.10 times equity, with an annualized return on capital employed at 16.1 percent. Interest cover improved to 4.6 times from 2.5 times in the previous year.
In segment performance, contract manufacturing revenue grew 72 percent to Rs 329.2 crore in H1 FY27, operating at a 10.5 percent EBITDA margin with reserved capacity expanding to 11.7 million tonnes across 23 exclusive partner plants. The DaaS segment delivered Rs 55.2 crore in revenue at a 60 percent EBITDA margin, with its live order book expanding to Rs 2,817 crore in Gross Development Value across 15 projects as of October 31, 2026. Materials supply contributed Rs 214.2 crore to revenue.
Commenting on the financial results, Ronak K. Morbia, Chairman and Managing Director, said:
“Q2 FY27 is our strongest quarter yet to record PAT and record EBITDA margin. What matters more is why. Contract manufacturing and Developer as a Service now make up two-thirds of our revenue, and that shift in mix is what is lifting our margins.”
“We added 2.6 Mn tonnes of exclusive partner capacity in a single quarter without owning a plant, and our DaaS order book has more than doubled since March. Every DaaS project also buys its materials from ARIS our businesses strengthen each other.”
“Our growth is also becoming more capital efficient. Working capital is down to 54 days, and operating cash flow covered profit 1.4 times in the half. With 43% of our FY27 PAT projection delivered in H1, we enter the second half with momentum and a clear path to our FY30 outlook.”
