ArisInfra Q2 Profit Rises 78% YoY To ₹22.8 Cr On The Back Of Strong Revenue Uptick

Construction materials marketplace ArisInfra’s consolidated net profit for the September quarter (Q2 FY27) surged 78.1% to ₹22.8 Cr from ₹12.8 Cr in the year-ago period.

Operating revenue rose 28% YoY to ₹307.7 Cr during the quarter from ₹241.2 Cr in Q2 FY26. Total income, including other income of ₹4.6 Cr, stood at ₹312.3 Cr, up about 29% YoY.

Total expenses increased 26% YoY to ₹282.1 Cr, with purchases of stock-in-trade accounting for ₹249.7 Cr. Employee benefit expenses rose to ₹11.84 Cr from ₹9.22 Cr, while finance costs increased to ₹8 Cr from ₹4.56 Cr.

Its tax expenses for the quarter stood at ₹7.4 Cr, over double the ₹3.5 Cr spent on taxes last year. Excluding this, the company’s profit rose 64% YoY to ₹30.2 Cr.

The company’s EBITDA, excluding other income, increased 58% YoY to ₹35.6 Cr from ₹22.5 Cr. Its EBITDA margin expanded 220 basis points (bps) YoY to 11.6%. The company attributed the margin improvement to what it higher-margin businesses accounted for a larger share of revenue. Contract manufacturing and developer-as-a-service (DaaS) together contributed 66% of quarterly revenue, compared with 53% a year earlier.

For the first half of FY27 (H1 FY27), ArisInfra’s operating revenue grew 32% YoY to ₹598.5 Cr from ₹453.3 Cr. Reported profit after tax more than doubled to ₹42.9 Cr from ₹20.4 Cr in H1 FY26, while EBITDA rose 63% YoY to ₹66.2 Cr. The EBITDA margin expanded 210 bps to 11.1%.

ArisInfra’s Business Mix

ArisInfra operates across three broad business segments: B2B supply of construction materials, contract manufacturing and DaaS.

Its B2B supply business contributed ₹214.2 Cr, or 35.8%, of H1 FY27 revenue, with an EBITDA margin of 3.4%. The segment connects construction companies and developers with suppliers and manufacturers. The company said 3,560 customers and 2,300 vendors used its platform during the quarter.

Meanwhile, its contract manufacturing business generated ₹329.2 Cr in revenue during H1 FY27, marking a 72% YoY increase. The segment operates through partner manufacturing plants, with reserved capacity increasing to 11.7 million tonnes as of September 30, 2026, from 9.1 million tonnes at the end of June. The company added 2.6 million tonnes of capacity during the quarter across 23 partner plants in Chennai, Mumbai, Bengaluru and Jharkhand, without investing in plant ownership.

The DaaS business generated ₹55.2 Cr in H1 FY27 revenue and reported an EBITDA margin of 60%. Under this vertical, ArisInfra provides services to real estate developers for project execution and material procurement. The company also supplies construction materials to these projects.

Its DaaS order book stood at ₹2,817 Cr in gross development value (GDV) across 15 projects as of October 31, 2026, compared with 10 projects at the end of the previous quarter, The order book has more than doubled from ₹1,267 Cr at the end of FY26.

Together, contract manufacturing and DaaS accounted for 64% of H1 revenue, up from 51% a year earlier, and contributed around 90% of segment EBITDA, according to the company. This shift towards higher-margin businesses has helped ArisInfra grow its EBITDA faster than revenue.

“Our growth is also becoming more capital efficient. Working capital is down to 54 days, and operating cash flow covered profit 1.4X 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,” Ronak Morbia, Chairman and MD, ArisInfra noted.

Shares of ArisInfra ended today’s trading session 2.64% higher at ₹144 apiece on the BSE.

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