First-half earnings were bolstered by a 63% increase in operating profit to Rs 66.2 crore, lifting margins from 9% to 11.1%. Contract manufacturing played a major role in this growth, bringing in Rs 329.2 crore in revenue during the six-month period. Meanwhile, the July-September period delivered a record quarterly net profit of Rs 22.8 crore on operational revenue of Rs 307.7 crore. Expansion in Developer as a Service and contract manufacturing collectively accounted for 66% of the company's total second-quarter top line.
Key points
Second-quarter revenue shifted heavily toward high-value segments as contract manufacturi…: Second-quarter revenue shifted heavily toward high-value segments as contract manufacturing and DaaS generated 66% of total turnover.
Quarterly operating margins expanded by 220 basis points to reach 11.6% due to strong ope…: Quarterly operating margins expanded by 220 basis points to reach 11.6% due to strong operational execution.
Order intake momentum remains strong after the Developer as a Service order book more tha…: Order intake momentum remains strong after the Developer as a Service order book more than doubled in size since March.
Sources checked by our analysis pipeline: 1
Operating profit increased 63% to Rs 66.2 crore, while the operating margin rose to 11.1% from 9% a year ago.
For the July-September quarter, the company posted its highest quarterly net profit of Rs 22.8 crore, up 50% from a year ago. Revenue from operations increased 28% to Rs 307.7 crore.
Operating profit for the quarter rose 58% to Rs 35.6 crore, while the operating margin expanded to 11.6% from 9.3%, an improvement of 220 basis points.
“We added 2.6 Mn tonnes of exclusive partner capacity in a single quarter without owning a plant, and our DaaS order book has more than doubled since March. Every DaaS project also buys its materials from ARIS; our businesses strengthen each other,” said Ronak K. Morbia, CMD, Arisinfra Solution.
Contract manufacturing and Developer as a Service (DaaS) accounted for 66% of Q2 revenue, compared with 53% a year ago.
During the first half of the financial year, contract manufacturing generated revenue of Rs 329.2 crore, up 72% year-on-year, with an operating margin of 10.5%.
Reserved manufacturing capacity increased to 11.7 million tonnes as…
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