Arisinfra FY26 Revenue Surges 39% to ₹10,675 Mn; Profit Jumps 10x to ₹603 Mn
Arisinfra Solutions Limited reported FY26 revenue of ₹10,675 Mn, a 39% YoY increase. Profit after tax surged 10x to ₹603 Mn. Q4 FY26 revenue was ₹3,434 Mn, up 55% YoY, with profit at ₹217 Mn. The company turned net cash positive and reduced working capital days by 44.
The announcement details substantial revenue growth, a significant jump in profitability (10x surge), a transition to a net cash-positive position, and operational improvements, all of which are material events that are likely to have a high impact on investor perception and the company's stock.
The company reported significant year-on-year growth in revenue and a substantial increase in profitability, along with a positive shift in its debt position and operational efficiency improvements, indicating strong financial performance and business transformation.
Arisinfra Solutions Limited (ARIS) has announced its financial results for the fourth quarter and full year of FY26, reporting a transformative year since its inception. The company's revenue crossed ₹10,000 Mn, marking a 39% year-on-year increase, and its profit after tax surged more than ten-fold to ₹603 Mn. Notably, ARIS transitioned from a net debt position to a net cash-positive status within twelve months.
Key financial highlights for FY26 include a revenue of ₹10,675 Mn (up 39% YoY), a 10x surge in Profit After Tax to ₹603 Mn, and an expansion in EBITDA Margin to 9.43% from 6.53% in FY25. The company also improved its balance sheet, moving from a Net Debt/Equity of 1.25x to (0.09x), and generated over ₹1,000 Mn in Cash Flow from Operations. Working Capital days were reduced by 44 days, from 110 to 66.
The fourth quarter of FY26 (Q4 FY26) was the strongest in the company's history, with revenue hitting ₹3,434 Mn (up 55% YoY) and EBITDA nearly tripling to ₹305 Mn, expanding margins to 8.88%. Q4 FY26 reported a profit of ₹217 Mn compared to a loss of ₹5 Mn in the previous year.
Operationally, ARIS highlighted the performance of its three-stream network: B2B Supply, Contract Manufacturing, and Developer-as-a-Service (DaaS). Contract Manufacturing revenue doubled to ₹4,989 Mn (up 95% YoY), and DaaS more than doubled to ₹980 Mn (up 109% YoY). These higher-margin segments now constitute 56% of total revenue.
The company leverages proprietary AI tools, CARA AI and ArisGPT, to enhance operating efficiency, reduce invoice turnaround times, and provide real-time data access. Management, led by Chairman and Managing Director Ronak K. Morbia, stated that FY26 validated their asset-light, network-led model, marked by IPO completion, debt repayment, and significant scaling of key verticals.
For FY27, ARIS plans to expand contract manufacturing capacity by 20-25%, deepen its DaaS footprint, and explore new material categories. The company's technology infrastructure is capable of supporting a tenfold increase in transaction volume without significant incremental costs.
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