ARISINFRASOLUTIONS / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Arisinfra Solutions · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

83%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Dasha · Safire Capital

direct

Target mix of contract manufacturing and services in FY27

we will be looking to target about 55 to 60% contribution for on contract manufacturing and services I think somewhere around 9 to 10% that we have uh you know really maintained historically as well.

Dasha · Safire Capital

evasive

Can we target 100 cr PAT for FY27?

Well, it'll be it'll be hard to actually put down a number to it, but historically, you know, I mean, in the last year itself, we've grown 10x in in terms of PAT.

Dasha · Safire Capital

direct

Reason for sharp increase in other expenses and gross margin impact

Yes so that is uh mainly due to the expected credit loss that we have taken. Usually we like to do that uh at the end of the year. Uh we have taken an additional expected credit loss of about 5 crores.

Dishall Zaviri · Crown Capital

direct

Seasonality impact on business

H1 usually is uh a little slower. H2 is higher but that is more of a strategic move. That is how we would like to operate as well.

Dishall Zaviri · Crown Capital

direct

Revenue and EBITDA guidance for FY27

we grew about 40% last year in terms of revenue uh and we have uh historically mentioned that we will be looking for a 40% growth for the next two years. So yes we uh the projected revenue growth is about 35 to 40%.

Dishall Zaviri · Crown Capital

direct

Expected EBITDA margin run rate

we won't maintain an aid of around 10 10.5% uh that is our sweet spot and we'll keep a consistently growth growth and numbers in there

Nav Sha · GC Holdings

direct

Revenue potential from current contract manufacturing asset base

we will be looking to uh reach a peak utilization of more than 75 to 80% in this financial year itself and ... it can be 700 crores, 800 crores on the current asset base

Nav Sha · GC Holdings

direct

Plans for trade vendor deposits in FY27

we will look to maybe invest another 25 to 50 crores this year also.

Nav Sha · GC Holdings

partial

Outstanding overdue receivables and recovery outlook

the 180 plus number the stock receivables now are in the range of about 40 42 crores and we expect a significant amount of recovery uh in this financial year.

Sha · Manas

direct

Reasons for working capital days improvement and sustainability

we started with about uh 120 days at the time of our DR, we are sitting at about 66 days today. ... we believe that while we grow forward in the next few quarters uh we'll be able to at minimum sustain this number and definitely look to improve as well.

Anku · Jan Capital

direct

Operating cash flow to PAT ratio outlook

at currently we are at about uh 1 is to two uh somewhere around that and uh I think the next year we will be looking to be somewhere around 1 is to 1.5 maybe

Puddle · Pinpoint X Capital

partial

Will EBITDA growth outpace revenue growth due to operating leverage?

we will first sustain a 10 plus 10% plus margins and this we will look to uh you know improve that even further because we expect improvement from uh you know contribution improvement from uh contract manufacturing and services as well.