• Capacite Infra agreement: ArisInfra secured a five-year, ₹800 crore supply contract covering over 100 SKUs across 10–12 projects, with the full top line reflecting on ArisInfra's books through contract manufacturing.
• Revenue growth guidance: The company expects 35–40% growth, targeting ₹1,000–₹1,050 crore in revenue this year and ₹1,400–₹1,450 crore in FY27, with plans to lock in 85–90% of revenue predictability this quarter.
• Product mix shift: Contract manufacturing has risen from 17% to 48% of the mix (targeting 50–55%) at 9–12% EBITDA, while services expanded to 8–10% of the mix with margins of 50–60%.
• Margin expansion outlook: Management expects an improvement of around 100 basis points over the current 11% margin, noting that profit margins are protected from commodity price volatility as contracts fix volumes rather than values.