ArisInfra Solutions Limited

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26 To The Compliance Manager BSE Limited Corporate Relationship Dept., Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai 400001. To The Manager, Listing Department National Stock Exchange of India

50%

Construction Material Market Landscape ~ ARIS Dynamics of Indian Construction Materials Market ~50% Urban Share by 2047 ~13% Real Estate Sector Contribution to GDP INR 11.11 Lakh Cr Infra Capex Bud

13%

et Landscape ~ ARIS Dynamics of Indian Construction Materials Market ~50% Urban Share by 2047 ~13% Real Estate Sector Contribution to GDP INR 11.11 Lakh Cr Infra Capex Budget INR 1.59 Lakh Cr PMAY

INR 11.11 Lakh

nstruction Materials Market ~50% Urban Share by 2047 ~13% Real Estate Sector Contribution to GDP INR 11.11 Lakh Cr Infra Capex Budget INR 1.59 Lakh Cr PMAY (Urban) Capex Budget ~13,100+ Projects under Nationa

INR 1.59 Lakh

n Share by 2047 ~13% Real Estate Sector Contribution to GDP INR 11.11 Lakh Cr Infra Capex Budget INR 1.59 Lakh Cr PMAY (Urban) Capex Budget ~13,100+ Projects under National Infra Pipeline ~29 Km/Day Road Co

INR 1.5 Lakh

apex Budget ~13,100+ Projects under National Infra Pipeline ~29 Km/Day Road Construction 2024 ~INR 1.5 Lakh Cr REIT AUM ~50-60% Share of Construction Materials in Project Cost Growth Drivers: • RERA mand

60%

under National Infra Pipeline ~29 Km/Day Road Construction 2024 ~INR 1.5 Lakh Cr REIT AUM ~50-60% Share of Construction Materials in Project Cost Growth Drivers: • RERA mandating project disclos

6%

r research and analysis Investor Presentation Indian Construction Material Market (USD Bn) CAGR:6% 255 102 45 108 2024 335 134 69 132 2029P ■ Steel ■ Cement & Concrete ■ Ot

20%

n Materials Industry ~ ARIS Aggregates (Sand, Gravel, Crushed Stone) ~12,000+ quarry operators <20% >80% Organised Unorganised Walling Solutions (Bricks, AAC blocks) ~250 bn bricks produced annua

80%

rials Industry ~ ARIS Aggregates (Sand, Gravel, Crushed Stone) ~12,000+ quarry operators <20% >80% Organised Unorganised Walling Solutions (Bricks, AAC blocks) ~250 bn bricks produced annually ~

87%

nised Unorganised Walling Solutions (Bricks, AAC blocks) ~250 bn bricks produced annually ~13% ~87% - ·-· -- Ready Mix Concrete ~4,350+ RMC plants across India Steel ~150+ MTPA steel production C

700 MT

-- Ready Mix Concrete ~4,350+ RMC plants across India Steel ~150+ MTPA steel production Cement ~700 MTPA installed capacity ~40-45% ~55-60% ~60-65% ~35-40% ~85-90% ~10-15% A fragmented supply eco

“• RERA mandating project disclosures and completion timelines.”

“Every project renegotiates from scratch.”

“~ 13% 3 Year Revenue CAGR 78% Repeat Orders 2 Mn Sq.”

“All Figures as of FY26 8 About ARIS ~ ARIS • Arisinfra Solutions Limited is a tech-enabled B2B company focused on simplifying Revenue (INR Mn) & EBITDA Margin (%) procurement of construction materials across India.”

“FY23 FY24 FY25 FY26 Revenue ■ EBITDA Margins • Offering a diversified portfolio including aggregates, RMC, steel, cement, construction chemicals, asphalt, and value-added services.”

“• Operating a 2,100+ vendor network with pan-India reach, enabling seamless delivery across thousands of project locations.”

“FY26 Segmental Revenue Mix (%) Services, 9% B2B Supply, 44% Contract Manufacturing, 47% Investor Presentation 9 Journey ~ ARIS The company had scaled its operations to serve customers across more than 18 states in India, utilizing an asset-light model that avoided the need for heavy capital expenditure on manufacturing plants.”

“→ Feeds into — Each project adds contractors and vendors to the network.”

“T H E N E T W O R K — A R I S O S Price Intelligence Real-time, 1,000+ SKUs Delivery Automation 1L+ records · AI-enabled Credit & Risk Engine Live limits, all counterparties WC Engine 66-day NWC · self-funded Investor Presentation Revenue Mix as of FY26 17 Cross Selling Solutions ~ ARIS 3,200+ Customers I • 4.”

“is a high volume, relationship driven model where each client adds more Revenue (INR Mn) Quantity Delivered (in MT) 7,064 5,447 4,645 4,706 39,20,017 31,55,369 31,05,146 29,42,678 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Investor Presentation 25 Contract Manufacturing ~ ARIS • Arisinfra Solutions secures 100% of output production capacity by partnering with factories Revenue (INR Mn) that have underutilized production capacity under exclusive long-term agreements.”

Solutions given by Unitern

2

Growth Drivers

1

Construction was slow for the following reasons

1

Problems faced by the developer

1

Valorem Advisors Disclaimer

1

Growth Drivers

• RERA mandating project disclosures and completion timelines. • • • GST simplifying taxation and formalizing the business ecosystem. Government-Led Infrastructure Expansion under National Infra Pipeline ‘Housing for All’ under PMAY driving residential construction demand. • Urban Infrastructure Fund accelerating Tier 2 & Tier 3 city growth. • Digital adoption in construction materials market is still in early stages. Source: Redseer research and analysis Investor Presentation Indian Construction Material Market (USD Bn) CAGR:6% 255 102 45 108 2024 335 134 69 132 2029P ■ Steel ■ Cement & Concrete ■ Other Materials 2 Fragmented Structure of India’s Construction Materials Industry ~ ARIS Aggregates (Sand, Gravel, Crushed Stone) ~12,000+ quarry operators <20% >80% Organised Unorganised Walling Solutions (Bricks, AAC blocks) ~250 bn bricks produced annually ~13% ~87% - ·-· -- Ready Mix Concrete ~4,350+ RMC plants across India Steel ~150+ MTPA steel production Cement ~700 MTPA installed cap

Construction was slow for the following reasons

• • Lack of enough working capital Complete reliance on sales and collections for construction Dispute with existing lenders Terms with contractor not well defined Slow sales • • ___________________________ ; • Developer 1

Solutions given by Unitern

• • • • • • • Replaced the existing lender with set of Investors Infused enough working capital by way of fresh funding Secured the project by obtaining full CC (Commencement Certificate) Provided uninterrupted material supply with flexible credit Infused a high-power sales team and increased sales by 3X Increased the pricing by 7.5% with better terms of payment Infused experienced project management team to speed up construction and renegotiated with the contractor I I I I I I I I I I I I Developer 2 ,

Problems faced by the developer

• ~--------------------------, ' \ I I I I I I I I I I I The original developer had gone bankrupt The lender was stuck with land , ___________________________ ; • I I f I I I I I I I I I \ ' Identified an investor for the land and the lender sold to the investor

Solutions given by Unitern

• • Unitern became a DM partner to the investor to provide end to end solutions • • • • • Managed day to day cash flows and all day-to-day operations on behalf of the investor Infused working capital of INR 250 Mn Got approvals for the land Supplied all construction materials with an average saving of 2% Launched the project and sold 1/3rd inventory in the first month Unlocking value in stressed or stalled real estate projects by aligning capital, execution, and sales to deliver disciplined turnarounds and full-cycle exits Investor Presentation 29 STRATEGIC OVERVIEW Future Growth Strategies ~ ARIS Working Capital Optimization: System and mix improvements steadily reduce net working capital days, unlocking cash on an ongoing basis. Scalable at Near-Zero Cost: The network can handle 10× higher volumes on the same infrastructure, with each new node and order adding minimal incremental cost. Deepen Category Expansion: Increase share in high-margin, execution-driven categories such as RMC,

Valorem Advisors Disclaimer

Valorem Advisors is an Independent Investor Relations Management Service company. This Presentation has been prepared by Valorem Advisors based on information and data which the Company considers reliable, but Valorem Advisors and the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Valorem Advisors also hereby certifies that the directors or employees of Valorem Advisors do not own any stock in personal or company capacity of the Company under review. For further details, please feel free to contact our Investor Relations Representatives: Mr. Anuj Sonpal Valorem Advisors Tel: +91-22-3507 5100 Email: a