ArisInfra Solutions Limited — Earnings Release 2026

Jan 30, 2026

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January 30, 2026

To The Compliance Manager BSE Limited

Corporate Relationship Dept., Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai 400001.

Scrip Code: 544419

To

The Manager, Listing Department National Stock Exchange of India Ltd Exchange Plaza, Plot No. C/1, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai 400 051.

Symbol: ARISINFRA

Sub: Announcement under Regulation 30 ‐ Press Release

Dear Sir/ Madam,

In terms of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the press release on Q3 FY 26 performance update.

The said press release will be simultaneously posted on the Company’s website at https://aris.in/pages/investor-relations-disclosures

You are requested to take the above information on record.

Thanking you,

Yours sincerely,

For Arisinfra Solutions Limited

RONAK Digitally signed by KISHOR RONAK KISHOR MORBIA Date: 2026.01.30 MORBIA 17:17:20 +05'30'

Ronak Kishor Morbia Chairman and Managing Director DIN: 09062500

Place: Mumbai Encl.: As mentioned above

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On the letterhead of the Company

Q3 FY26 EARNINGS RELEASE

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 Cr | 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 month ended December 31[st] , 2025.

Arisinfra Solutions Limited reported a robust performance in Q3 FY26, driven by further expansion of secured supply networks, operating efficiency, higher scale of operations, disciplined cost and capitalefficiency management and the continued success of its integrated materials and real estate solutions platform.

Key Consolidated Highlights:

	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 Customer	3,133	2659	18%	2,982	3,133	2,659	18%
	No. of Vendors	2,083	1729	20%	2,003	2,083	1,729	20%
	Financials (Rs Cr)
	Total Income	272.48	185.58	47%	242.45	730.54	557.76	31%
	EBITDA*	30.10	14.62	106%	24.1	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 in Q3 FY26, compared with ₹185.58 crore in Q3 FY25 and ₹242.45 crore in Q2 FY26, driven by sustained demand across core markets and deeper wallet share with existing clients.

• Reported PAT for the quarter was ₹18.27 crore, compared to ₹2.05 crore in Q3 FY25, supported by improved operating performance and significantly lower finance costs.

• Operationally, daily dispatches averaged 765 during the quarter, while the customer and vendor base continued to expand, strengthening network depth and execution capability.

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On the letterhead of the Company

9M FY26 Performance Highlights

• For the nine months ended December 31, 2025, total income 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 continued to focus on disciplined execution and capital efficiency while scaling operations.

Strategic & Business Updates

● JS Infra Asphalt JV / MoU

The company has 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. The collaboration combines JS Infra’s on-ground execution strength with Arisinfra’s sourcing scale and technology platform, with an initial focus on the Mumbai region.

● ₹35 Crore Asphalt Order Win

The company secured an asphalt supply and execution-linked order worth ~₹35 crore through its subsidiary Buildmex Infra Pvt Ltd, marking its first live execution win in road infrastructure materials. The order validates the Company’s execution-led, asset-light model and strengthens momentum in its infrastructure order book.

Outlook:

The Company remains focused on scaling its integrated supply–services–tech model, improving working capital efficiency, and enhancing margin visibility through higher service contribution. With a strong balance sheet and an expanding base of institutional customers, Arisinfra is poised to deliver capital-efficient, profitable growth.

Management Commentary:

Mr. Ronak K. Morbia, Chairman and Managing Director , said:

Our Q3 FY26 performance reflects the continued evolution of Arisinfra into an execution-led, systemsdriven 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.

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On the letterhead of the Company

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 expanding selectively into execution-intensive categories such as road infrastructure and asphalt through asset-light, partnership-led models, while deepening our integrated services capabilities across project lifecycle management.

Looking ahead, our priorities are centred 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 Ltd., India’s first listed Company offering an organised construction material supply and services network; bringing together fragmented suppliers and manufacturers to reliably serve large developers and contractors.

The company serves a wide 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 the Indian construction ecosystem.

BSE: 544419, NSE: ARISINFRA| Website: www.arisinfra.com

For further information please contact:

Latesh Shah

Company Secretary & Compliance Officer

Arisinfra Solutions Ltd. E-mail: cs@arisinfra.one

Note: Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject to risks and uncertainties like regulatory changes, local political or economic developments, and many other factors that could cause actual results to differ materially from those contemplated by the relevant forward-looking statements. Further, past performance is not necessarily indicative of future results. Given these risks, uncertainties and other risk factors, viewers are cautioned not to place undue reliance on these forward-looking statements. The Company will not be in any way responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstance

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