New Risk • Jun 01
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹9.31b (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Reported Earnings • May 12
Full year 2026 earnings released: EPS: ₹6.89 (vs ₹0.37 in FY 2025) Full year 2026 results: EPS: ₹6.89 (up from ₹0.37 in FY 2025). Revenue: ₹10.7b (up 39% from FY 2025). Net income: ₹527.0m (up ₹506.4m from FY 2025). Profit margin: 4.9% (up from 0.3% in FY 2025). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • May 11
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹154, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 25x in the Trade Distributors industry in India. Announcement • May 05
Arisinfra Solutions Limited to Report Q4, 2026 Results on May 08, 2026 Arisinfra Solutions Limited announced that they will report Q4, 2026 results on May 08, 2026 Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to ₹84.18, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 23x in the Trade Distributors industry in India. Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: ₹1.90 (vs ₹0.24 loss in 3Q 2025) Third quarter 2026 results: EPS: ₹1.90 (up from ₹0.24 loss in 3Q 2025). Revenue: ₹2.72b (up 23% from 3Q 2025). Net income: ₹152.8m (up ₹166.5m from 3Q 2025). Profit margin: 5.6% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue. Announcement • Jan 22
Arisinfra Solutions Limited to Report Q3, 2026 Results on Jan 30, 2026 Arisinfra Solutions Limited announced that they will report Q3, 2026 results on Jan 30, 2026 Valuation Update With 7 Day Price Move • Jan 21
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹109, the stock trades at a trailing P/E ratio of 53.3x. Average trailing P/E is 25x in the Trade Distributors industry in India. New Risk • Jan 20
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (₹8.83b market cap, or US$97.1m). Reported Earnings • Nov 08
Second quarter 2026 earnings released: EPS: ₹2.00 (vs ₹0.24 loss in 2Q 2025) Second quarter 2026 results: EPS: ₹2.00 (up from ₹0.24 loss in 2Q 2025). Revenue: ₹2.42b (up 9.6% from 2Q 2025). Net income: ₹142.9m (up ₹156.6m from 2Q 2025). Profit margin: 5.9% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Announcement • Nov 03
Arisinfra Solutions Limited to Report Q2, 2026 Results on Nov 07, 2025 Arisinfra Solutions Limited announced that they will report Q2, 2026 results on Nov 07, 2025 Board Change • Oct 01
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. Co-Founder, CFO & Whole Time Director Bhavik Khara is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Announcement • Sep 30
Arisinfra Solutions Limited Approves the Board Appointments Arisinfra Solutions Limited held its AGM on September 29, 2025, approved the appointment of Mr. Siddharth Shah (DIN: 05186193) as Vice-Chairman, Non-executive and Non- Independent Director of the Company and appointment of Mr. Renganathan Bashyam (DIN: 01206952) as an Independent Director of the company. New Risk • Sep 10
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Reported Earnings • Sep 07
Full year 2025 earnings released: EPS: ₹0.37 (vs ₹5.30 loss in FY 2024) Full year 2025 results: EPS: ₹0.37 (up from ₹5.30 loss in FY 2024). Revenue: ₹7.68b (up 10% from FY 2024). Net income: ₹20.7m (up ₹206.7m from FY 2024). Profit margin: 0.3% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Announcement • Sep 02
Arisinfra Solutions Limited, Annual General Meeting, Sep 29, 2025 Arisinfra Solutions Limited, Annual General Meeting, Sep 29, 2025, at 15:00 Indian Standard Time. Announcement • Aug 07
Arisinfra Solutions Limited Announces Reconstitution of the Stakeholders Relationship Committee Arisinfra Solutions Limited board approved the reconstitution of the Stakeholders Relationship Committee of the Company in accordance with the provisions of Section 178(5) of the Companies Act, 2013 and Regulation 20 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, consequent to the resignation of Mr. Ravi Venkatraman, Independent Director, as a member of the Committee. In his place, Mr. Bhavik Jayesh Khara, CFO and Whole-Time Director, has been appointed as a member of the Committee with effect from August 8, 2025. Post changes the consititution of Stakeholders Relationship Committee is as follows: Mrs. Gitanjali Non-Executive Independent director- Chairperson; Mr. Ronak Kishor Morbia: Chairman and Managing Director- Member; Mr. Bhavik Jayesh Khara: CFO and whole-time director- Member. Announcement • Aug 02
Arisinfra Solutions Limited to Report Q1, 2026 Results on Aug 07, 2025 Arisinfra Solutions Limited announced that they will report Q1, 2026 results on Aug 07, 2025 New Risk • Jul 16
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Shares are highly illiquid. Minor Risk Large one-off items impacting financial results. Reported Earnings • Jul 15
Full year 2025 earnings released: EPS: ₹0.37 (vs ₹5.30 loss in FY 2024) Full year 2025 results: EPS: ₹0.37 (up from ₹5.30 loss in FY 2024). Revenue: ₹7.82b (up 12% from FY 2024). Net income: ₹20.7m (up ₹206.7m from FY 2024). Profit margin: 0.3% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Announcement • Jul 07
Arisinfra Solutions Limited to Report Q4, 2025 Results on Jul 13, 2025 Arisinfra Solutions Limited announced that they will report Q4, 2025 results on Jul 13, 2025 Board Change • Jun 24
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Co-Founder & Whole Time Director Bhavik Khara is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. 
