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Airfloa Rail Technology Ltd

Q2 FY26Industrial Manufacturing

Airfloa Rail Technology Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹423
Market cap₹753 Cr
P/E19.2
Updated23 Aug 2026
Read4 min read

Airfloa Rail Technology Ltd Q2 FY26 key numbers

Revenue
Capacity expansion: currently operating double shifts at 85% capacity, aiming for increased production reaching around INR120 crores next quarter.

As stated in Airfloa Rail Technology Ltd's Q2 FY26 earnings call transcript · published 3 Aug 2026. Reported figures, not investment advice.

The short version

FY26 revenue is expected to exceed INR 300 crores, with strong order books and execution plans. Airfloa Rail Technology Limited expects strong growth in profitability, with H1 FY26 net profit up 24% YoY.

From Airfloa Rail Technology Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY26 revenue is expected to exceed INR 300 crores, with strong order books and execution plans.
  • Anticipated growth to INR 500+ crores in FY27, maintaining 50-60% CAGR as previously guided.
  • Capacity expansion: currently operating double shifts at 85% capacity, aiming for increased production reaching around INR120 crores next quarter.
  • Post-capex commissioning (around January end), maximum revenue capacity expected to jump from INR 300+ crores to INR 500+ crores annually.
  • Long-term plan includes investing INR 20-30 crores in a new facility with potential 4x asset turnover.
  • Defense segment growth targeted to match railway business within 2 years, aiming for a 50%-50% revenue split.

2 more points from Airfloa Rail Technology Ltd's call on revenue

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Profitability & Margins

See what Airfloa Rail Technology Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Current capex includes machinery and facility setup, with around INR20-30 crores planned for a new plant.
  • Investment of INR6-7 crores already made for prototyping defense products like drones and anti-drone systems.
  • Planned capex for defense projects estimated at INR100-150 crores over the next 1-1.5 years.
  • New plant facility near completion expected by January end; will expand capacity to 50,000-1 lakh sq ft by end of next December.
  • After capex goes live, revenue capacity expected to jump from INR300+ crores to INR500+ crores.
  • Land acquisition of 14 acres is underway for further expansion.

2 more points from Airfloa Rail Technology Ltd's call on capex

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Top-ranked in Industrial Manufacturing

Ranked on what management guided this quarter

Guidance-ranked
1ICE Make Refrig.
Rev 1Mar 2
2Taurian MPS
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Airfloa Rail Technology Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • Current active order book stands at over INR 455 crores (Page 4).
  • Of this, approximately INR 65 crores is from defense and the remaining from railways, including government and non-government sectors (Page 5).
  • Orders worth over INR 1,013 crores secured in one week recently, including from Integral Coach Factories and Modern Coach Factories (Page 4).
  • Additional fresh orders expected worth around INR 30 crores imminently (Page 4).
  • Timeline for execution: INR 200-250 crores of orders to be executed by December next year (Page 5).

2 more points from Airfloa Rail Technology Ltd's call on order book

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Frequently Asked Questions

What were Airfloa Rail Technology Ltd Q2 FY26 results?

FY26 revenue is expected to exceed INR 300 crores, with strong order books and execution plans. Airfloa Rail Technology Limited expects strong growth in profitability, with H1 FY26 net profit up 24% YoY.

What is Airfloa Rail Technology Ltd share price analysis?

Airfloa Rail Technology Ltd currently shows a neutral. The stock trades at a P/E of 19.2 with a market cap of ₹753 Cr. Investors should review the full earnings analysis for detailed insights.

Is Airfloa Rail Technology Ltd planning capital expenditure?

Current capex includes machinery and facility setup, with around INR20-30 crores planned for a new plant.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.