Q4FY26 · Consolidated

Q4 throughput jumps as contract-manufacturing utilisation reaches 50%

Management said delivered quantity rose +91% YoY, while asphalt revenue reached INR 299 million, up +88% sequentially.

Filed 28 Jul 2026, 11:49 IST · ARIS (ARIS)

Key takeaways

  • Management said contract-manufacturing quantity delivered rose +91% YoY to 11.29 lakh MT in Q4FY26.
  • Capacity utilisation reached 50% from 39%, while asphalt revenue rose +88% QoQ to INR 299 million.
  • Consolidated operating profit was Rs 30.47 cr on revenue of Rs 343.36 cr, with Rs 6.06 cr of other income also reported.

Higher throughput shaped the Q4 operating outcome

ARIS reported consolidated revenue of Rs 343.36 cr and operating profit of Rs 30.47 cr in Q4FY26, translating to an 8.87% operating margin. Management said contract-manufacturing quantity delivered rose +91% YoY to 11.29 lakh MT, indicating that volume execution was central to the quarter.

Utilisation improved, with asphalt adding a new revenue stream

Management said contract-manufacturing capacity utilisation improved to 50% from 39% in Q4FY25, reflecting higher throughput across operations. The company also said asphalt revenue reached INR 299 million, up +88% sequentially after the product was launched a quarter earlier.

Other income was a notable part of pre-tax profit

Consolidated profit before tax was Rs 28.74 cr, including Rs 6.06 cr of other income, making non-operating income a notable contributor to reported earnings. Interest expense was Rs 6.13 cr and the tax rate was 24.67%, leaving net profit at Rs 21.65 cr and EPS at Rs 2.59.

Q4FY26 at a glance

Consolidated figures as filed with NSE — filed ahead of third-party databases, not yet independently cross-checked.

Line itemQ4FY26
Revenue₹343 cr
Other income₹6 cr
Expenses₹313 cr
Operating profit₹30 cr
Operating margin (%)8.87%
Interest₹6 cr
Depreciation₹2 cr
Profit before tax₹29 cr
Tax₹7 cr
Net profit₹22 cr
EPS (₹)₹2.59

What management said

From the company’s own investor presentation. Each point is checked against the source document before it appears here.

This quarter

  • Contract-manufacturing quantity delivered increased 91% year on year to 11.29 lakh MT in Q4-FY26.
  • Contract-manufacturing capacity utilisation improved to 50% in Q4-FY26 from 39% in Q4-FY25.

New products

  • Asphalt was launched a quarter earlier and generated INR 299 million of Q4-FY26 revenue, up 88% sequentially.

What to watch

  • Contract-manufacturing quantity delivered versus 11.29 lakh MT.
  • Capacity utilisation versus 50%.
  • Asphalt revenue versus INR 299 million and its +88% sequential growth.

Figures are as filed by the company with the NSE and are reproduced automatically. Educational market commentary only — not investment advice and not a recommendation to buy or sell any security. Results filed 28 Jul '26.