Synopsis

Ace investor Mukul Agarwal picked up 13 lakh shares of Arisinfra Solutions in Q1 FY27, acquiring a 1.59% stake in the construction materials and services firm. The investment came after the stock plunged around 45% from its IPO price within a year of listing

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Ace investor Mukul Agrawal during the first quarter of FY27 bought 13 lakh shares of Mumbai-based construction materials and services platform Arisinfra Solutions, which have crashed around 45% from IPO price in a little over a year after market debut.

Mukul Agrawal owned 13 lakh shares or 1.59% stake in the company at the end of Q1 FY27, according to the latest data on the company’s shareholding pattern available on NSE. His name was not mentioned in the shareholding pattern for Q4 FY26. Since companies need to name public shareholders only when their stake crosses 1%, it cannot be ascertained whether the ace investor held less than 1% stake in the company before the April-June quarter of the ongoing financial year 2027.

The price at which the market veteran sold the shares or the exact date when these trades were executed is yet to be ascertained. Since shareholding disclosures are still being released, further portfolio changes by Mukul Agrawal cannot be ruled out.
Arisinfra Solutions share priceArisinfra Solutions debuted in June last year at Rs 205 apiece on NSE, marking a discount of nearly 8% over the IPO price of Rs 222 apiece. This came after the company’s IPO which entirely comprised a fresh issue of shares worth around Rs 500 crore, saw strong institutional participation.

Also read | Arisinfra Solutions shares list at 8% discount over IPO price

Founded in 2021, Arisinfra Solutions is a B2B procurement and financial platform that caters to the construction materials supply chain. The company services over 2,100 customers across 960+ PIN codes, dealing in materials such as steel, cement, aggregates, RMC, chemicals, and walling solutions.
Arisinfra Solutions financialsIn May this year, Arisinfra Solutions reported a 39% year-on-year (YoY) rise in revenue to Rs 1,067.5 crore for the financial year 2026, while net profit rose over ten-fold to Rs 60.3 crore. Operating margin expanded to 9.43% from 6.53% in 2024-25, the company said in a release.

The Mumbai-based construction materials and services platform also turned net cash positive during the year, with its net debt-to-equity ratio improving from 1.25x to negative 0.09x.

In the January-March quarter of FY26, the company’s revenue rose 55% YoY to Rs 343.4 crore, while EBITDA nearly tripled to Rs 30.5 crore. EBITDA margin improved to 8.88% from 4.57% a year earlier. The company reported a profit of Rs 21.7 crore in the fourth quarter compared with a loss of Rs 0.5 crore in the corresponding quarter of the previous financial year.

Also read | Arisinfra Solutions posts FY26 revenue of Rs 1,067 crore

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