ArisInfra Solutions Stock jumps 10% after signing MoU with Capacite Infra 

Synopsis: Micro-Cap shares rose 10% after signing a five-year ₹800 crore MoU with Capacite Infraprojects for construction material procurement across projects in India, covering ongoing and upcoming infrastructure, commercial, and real estate projects.

The shares of the Micro-Cap company, specialising in operating a B2B technology-driven platform for the procurement and supply of construction materials, are in the spotlight upon signing an MoU with Capacite Infraprojects Limited.

With a market capitalization of Rs. 971.49 Crores on the day’s trade, the shares of ArisInfra Solutions Ltd jumped upto 9.9 percent after making a high of Rs. 124.25 compared to its previous closing price of Rs. 113.01.

What Happened 

ArisInfra Solutions Ltd, engaged in operating a B2B technology-driven platform for the procurement and supply of construction materials, has signed an MoU with Capacite Infraprojects Limited for long-term procurement of construction and building materials worth at least Rs. 800 crore for five years. The agreement covers ongoing and upcoming infrastructure, commercial, and real estate projects.

The partnership formalises and scales a proven relationship. The two companies have already transacted over Rs. 600 Crore in construction materials across 15+ project sites, spanning over 100 material SKUs in stone aggregates, ready-mix concrete, steel, electricals, plumbing, and other construction materials, supported by a vendor network of 500+ suppliers on the ARIS platform. Under the MoU, Capacité Infraprojects formally locks in its procurement onto the ARIS platform on a structured, multi-year basis. 

Ronak Morbia, Chairman & Managing Director of ArisInfra, stated that India’s construction materials industry has largely worked on spot buying with no long-term commitments or visibility. The company is introducing structured, multi-year procurement agreements through a technology platform, along with securing manufacturing capacity on a long-term, asset-light basis. 

This creates one of the first organised demand-side arrangements in the sector, with more expected to follow, building a scalable operating layer that benefits contractors, manufacturers, and the business overall.

Financials & Others

The company’s revenue rose by 48.96 percent from Rs. 182 crores in December 2024 to Rs. 271 crores in December 2025. Meanwhile, Net profit rose from Rs. 2 crores to Rs. 18 crores in the same period.

It shows a ROCE of 12.3%, indicating moderate efficiency in using capital to generate returns. It has a very low debt-to-equity ratio of 0.08, reflecting minimal leverage and a strong balance sheet. The PEG ratio of 0.86 suggests the stock may be reasonably valued relative to its expected earnings growth.

ArisInfra Solutions Ltd is a technology-enabled platform operating at the intersection of construction materials supply and execution infrastructure. The Company serves contractors and developers across India through a platform that aggregates supply, manages procurement logistics, and provides execution capabilities across the construction value chain. The Company’s model is built on long-term supply relationships with manufacturers, creating a network that deepens in value as it scales.

The company has built a strong operational scale with over 9 Mn+ MTPA reserved capacity and more than 20 MMT materials delivered. It handles 765+ daily deliveries with a high 78% repeat order rate, reflecting strong customer retention and service reliability. Its services portfolio under execution spans 2 Mn sq. ft., supported by a robust supply chain network.

It operates across 23 states and UTs, serving 1,100+ pincodes and 3,000+ customers through 2,000+ sourcing vendors. With 10+ contract manufacturing plants, ARIS demonstrates a wide manufacturing and distribution footprint, enabling efficient nationwide coverage and execution capability.

ARIS reported a balanced 9M-FY26 revenue mix led by B2B Supply at 47%, closely followed by Contract Manufacturing at 44%, while Services contributed the remaining 9%, reflecting a strong core focus on supply and manufacturing with a smaller but steady services component.

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