ArisInfra Q2 FY27: highest quarterly PAT and EBITDA margin, revenue up 28% YoY
Q2 FY27 revenue ₹307.7 Cr, up 28% YoY; EBITDA ₹35.6 Cr, up 58%; PAT ₹22.8 Cr, up 50%; EBITDA margin 11.6%, up 220 bps.
By ScoutQuest · · 1 min read
- Q2 FY27 revenue
- ₹307.7 Cr, up 28% YoY
- Q2 FY27 EBITDA
- ₹35.6 Cr, up 58%
- Q2 FY27 PAT
- ₹22.8 Cr, up 50%
- Period
- Q2 FY27 and H1 FY27
- Positioning
- The company presents itself as one integrated construction-materials business across three segments - materials (B2B supply), contract manufacturing and Developer as a Service - serving 3,560+ customers and 2,300+ vendors.
📈 Q2 FY27 consolidated revenue was ₹307.7 Cr, up 28% year on year, with EBITDA of ₹35.6 Cr (+58%) and profit after tax of ₹22.8 Cr (+50%); EBITDA margin rose 220 bps to 11.6%, profit to ARIS shareholders was ₹20.8 Cr and diluted EPS ₹2.51 (+27%).
📈 For H1 FY27 revenue rose 32% to ₹598.5 Cr and profit after tax 110% to ₹42.9 Cr, with EBITDA margin at 11.1% (+210 bps); segmentally, contract manufacturing was 55.0% of H1 revenue (₹329.2 Cr, 10.5% margin), materials 35.8% (₹214.2 Cr, 3.4%) and DaaS 9.2% (₹55.2 Cr, 59.6%). CM plus DaaS was 64% of H1 revenue and 66% of Q2 revenue, as per management.
🏭 The presentation states that management's Q1 FY27 outlook was 35-40% revenue growth; H1 actual was +32%. It also lists an outlook of ₹80-100 Cr for asphalt/bitumen in 12-18 months (H1 actual ₹73 Cr, ₹146 Cr annualised) and net debt of ₹75-80 Cr (₹74 Cr at 30 Sep 2026, 0.10x equity), with reserved capacity up to 11.7 Mn t and DaaS GDV to ₹2,750 Cr+.
📋 DaaS live order book GDV was ₹2,750 Cr+ at 31 Oct 2026, up 117% since March (₹1,267 Cr), across 15 projects versus 10 at 30 June; operating cash flow for H1 was ₹60.1 Cr, 1.4x PAT, and net working capital 54 days (-36% YoY). Borrowings, however, rose to ₹224.7 Cr at 30 Sep 2026 from ₹54.8 Cr at 31 Mar 2026, moving net debt/equity to 0.10x from (0.07)x.
Also from ArisInfra Solutions
ICRA report: no material deviation in IPO proceeds use, GCP allocation increased to INR 49.595 crore
3 Nov 2026
Board approves unaudited standalone and consolidated results for quarter and half year ended September 30, 2026
3 Nov 2026
ArisInfra Solutions to hold earnings conference call on Nov 4, 2026 for Q2/H1 FY2026-27 results
30 Oct 2026
More numbers
- Revenue from operations, Q2 FY27₹307.7 Cr
- Profit after tax, Q2 FY27₹22.8 Cr
- EBITDA, Q2 FY27₹35.6 Cr
- EBITDA margin, Q2 FY2711.6%
- Revenue from operations, H1 FY27598.5 (₹ Cr)
- Profit after tax, H1 FY2742.9 (₹ Cr)
- DaaS live order book (GDV), 31 Oct 2026₹2,750 Cr+
- DaaS order book at 30 Sep 2026₹2,567 Cr
- Net working capital days, 30 Sep 202654 days
- Borrowings (long and short term), 30 Sep 2026224.7 (₹ Cr)
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