ARIS

What Arisinfra Solutions promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 7 delivered 0 missed 7 open
  • Net Working Capital Days delivered said Q4 FY25 Promised: Achieve 80-90 days in the next 2-3 years Q1 FY27: Further improved to 56 days. Management has now set a new guidance to maintain a steady state of 60-70 days.
  • Contract Manufacturing Share of Revenue on track said Q4 FY25 Promised: 35-40% of materials revenue in next 2-3 years Q1 FY27: Reached 53% of revenue in Q1 FY27. Management reaffirms target of 55-60% in the 'coming months'.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 14 tracked commitments for Arisinfra Solutions — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens