ArisInfra Solutions Limited, a B2B tech-enabled procurement platform for construction materials, concluded its ₹499.60 crore IPO on June 20, 2025 with a 2.65x overall subscription. The IPO garnered interest primarily from Qualified Institutional Buyers (QIBs) and retail investors, reflecting moderate market enthusiasm.

The company’s focus on digitizing the procurement process for bulk construction materials makes it a unique player in the space, blending technology with real-world construction logistics and supply chain efficiency.

IPO Timeline:

IPO Details:

Live Subscription Status (as of 7:00 PM, June 20, 2025):

The IPO crossed full subscription across all categories, though with relatively muted HNI participation, signaling cautious optimism.

Company Overview:

ArisInfra Solutions is a tech-driven B2B procurement platform that addresses the fragmented and inefficient construction material supply chain in India. The platform simplifies the end-to-end procurement process — from sourcing and pricing to delivery — for a variety of bulk materials used by builders, contractors, and infrastructure companies.

With India’s infrastructure and real estate market witnessing a significant push, the company operates in a high-growth segment where digitization is still at a nascent stage, offering a strong value proposition.

Financial Highlights (₹ in Crores):

The company has demonstrated consistent growth in top-line and bottom-line, with improving profit margins and a scalable operating model.

Valuation Metrics:

• Post-Issue EPS: ₹7.46

• P/E Ratio (Post-Issue): 29.75x

• Return on Net Worth (RoNW): 19.27%

• Debt-to-Equity Ratio: 0.36 (healthy)

• Net Asset Value (NAV): ₹35.69 per share

The valuation is moderately priced given its scalable SaaS-meets-logistics business model, with a focus on infra and B2B construction tech.

ArisInfra IPO GMP Today (June 23, 2025):

• GMP: ₹0 (Neutral)

• Expected Listing Price: ₹222 (Issue price)

• Estimated Listing Gain: 0%

📌 Note: The lack of GMP activity indicates a neutral grey market sentiment, possibly due to cautious investor outlook or absence of speculative buzz. GMP is unofficial and speculative.

Allotment Status:

The basis of allotment will be finalized on June 23, 2025. Investors can check the allotment at:

🔗 MUFG Intime India Allotment Portal (URL placeholder; actual link may vary)

Should You Invest in ArisInfra Solutions IPO?

✅ Strengths:

• Strong revenue growth in a digital-first B2B space

• Scalable and asset-light model

• Focusing on a large addressable market (construction)

• Backed by reputed lead managers

⚠️ Risks:

• Competitive space with low entry barriers

• Execution risk in a fragmented supply ecosystem

• GMP signals low speculative interest

• Modest subscription from HNIs

Verdict:

The IPO shows fundamental merit, particularly for long-term investors betting on the digitization of construction supply chains. However, due to a lack of strong GMP or momentum, listing gains may be limited.

🔎 Recommendation:
Cautious investors may subscribe for long-term growth. Short-term investors should wait for listing cues.

Disclaimer

This article is for educational and informational purposes only. It does not constitute investment advice. IPO investments are subject to market risks, and the Grey Market Premium is not officially regulated. Investors are advised to consult a SEBI-registered financial advisor before investing.

The Upcoming IPOs in this week and coming weeks are Supertech EV, Valencia India, Neetu Yoshi, Abram Food, PRO FX Tech, Suntech Infra Solutions, Shri Hare-Krishna Sponge Iron, Icon Facilitators, Ace Alpha Tech, Globe Civil Projects, Sambhav Steel Tubes, Ellenbarrie Indutrial Gases, Kalpataru, HDB Financials, AJC Jewel.

The Current active IPO are  Aakaar Medical Technologies, Safe Enterprises Retail Fixtures, Mayasheel Ventures.

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