Arisinfra Solutions Ltd — Q4 FY26
Arisinfra delivered a strong Q4 FY26 with revenue of ₹343 Cr (+55% YoY) and EBITDA of ₹31 Cr (+202% YoY), driven by contract manufacturing scaling 169% YoY and services (DAS) gr...
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY26
40% revenue growth for FY26
Management reaffirmed guidance of 40% year-on-year revenue growth for the full fiscal year, with Q4 expected to be the strongest quarter.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
Receivables above 6 months to reduce to ₹30-35 crore by March
Management expects receivables over 6 months to decline from ₹50-55 crore to ₹30-35 crore by March 2026, with no write-offs anticipated.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
Leverage to remain between 0.4x to 0.5x
Management guided that debt-to-equity leverage will be maintained in the 0.4-0.5x range, with sufficient cash balance of ₹150 crore to fund deposits.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1