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Earnings Call

Airfloa Rail Technology Earnings Call: Key Takeaways

Airfloa reported strong FY26 revenue growth of 66% YoY at ₹319.6 Cr. Strategy is shifting from component supply to integrated turnkey railway and defense projects.

Why this was an Alfa AlertManagement explicitly guided FY27 revenue of approximately ₹500 Crores, which represents >50% YoY growth compared to FY26 revenue of ₹319.6 Crores.
Highlights
Revenue growth66% YoY in FY26; 114% YoY in H2 FY26.
MarginsEBITDA margin at 20.1%; impacted by 60-80% raw material price spikes.
Order book₹486.9 Cr unexecuted; ₹1200 Cr active bid pipeline.
Demand visibilityStrong pipeline across Vande Bharat, metro rail, and defense sectors.
Management confidenceHigh; citing strong order visibility and shift to high-value integrated solutions.

Growth

FY26 revenue grew 66% to ₹319.6 Cr; PAT grew 52% to ₹39.1 Cr. H2 FY26 revenue surged 114% YoY.

Outlook

Guided FY27 revenue of ₹500 Cr (56% growth) with 12-13% PAT margins; 14-acre infrastructure expansion planned for FY27.

Risks

Commodity price inflation (aluminum/steel) impacted EBITDA margins; geopolitical uncertainties and high receivable days are key monitoring points.

Source

Earnings Call filed with BSE, BSE: 544516. Summary written with AI assistance from the document.

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Airfloa Rail Technology Ltd: key numbers

Share price
₹563.55
Market cap
₹1,351 Cr
Revenue (annual)
₹319.6 Cr
Net profit (annual)
₹39.15 Cr
P/E (TTM)
34.5×Sector 33.6×
Promoter holding
54.20%
FII holding
0.09%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
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15:09 IST BSE
Other Announcement

Airfloa Rail Technology Other Announcement

The company filed its quarterly shareholding pattern pursuant to Regulation 31(1)(b) of SEBI LODR Regulations for the quarter ended March 31, 2026.

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New Order Win

Airfloa Rail Technology Bags ₹31.08 Cr Order from STORES/HSQ/ Rail Coach Factory/Kapurthala

Airfloa Rail Technology Limited secured a Rs. 31.08 Crore work order from Rail Coach Factory, Kapurthala for interior furnishing of Namo Bharat Rapid Rail.

Value
₹31.08 Cr
From
STORES/HSQ/ Rail Coach Factory/Kapurthala
Execution
Completion within on or before 30/12/2026 & 25/02/2027
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Annual Report

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