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Airfloa Rail Technology’s FY26 Business Update and Strategic Direction

Chennai (Tamil Nadu) [India], April 11: Airfloa Rail Technology Limited (BSE: AIRFLOA) continues to build strong momentum across railway and emerging defence segments, supported by strategic partnerships, expanding product capabilities, and a robust order pipeline.

For FY26, the Company is expected to report topline ofmore than₹315.00crore, reflecting a growth ofalmost~64%YoY,supported by strong order inflows and execution across railway,Defense, Renewable energyand emerging segments.

Key Developments in FY26

Strengthening Order Visibility

•Unexecutedorder book of ~₹500 crore

•Active orderpipeline of ~₹236 crore

•₹1,350 crore worth of tenders participated

•Continued traction from Indian Railways, metro projects, and export-linked demand

Strategic Expansion into Defence

•In the process of forming a Joint Venture with Big Bang Boom Solutions (BBBS).

•Entry into electronic warfare, AI-led defence systems, and advanced materials

•Positions the Company in high-growth, high-value defence manufacturing

Product & Capability Expansion

•SignedMoU withJanaticsIndustrial Automationfor automatic door systems

•Expands offering into specialized subsystems for modern railway platforms

•Enhances participation in integrated and system-level railway projects

Operational & Organizational Readiness

•Continued focus on execution efficiency and project delivery

•Strengthened customer engagement and project management capabilities

•Transition to a new corporate office, supporting collaboration and future scale

•Capital Expenditure towards Infrastructure Expansion

Future Direction

Building on its current momentum,Airfloa’snext phase of growth will be driven by:

•Customer & Product Expansion:Increasing wallet share across railways, metro projects, and OEMs

•Execution Excellence:Strengthening delivery, throughput planning, and project execution

•Technology Integration:Advancing automation, digital engineering, and operational efficiency

•Defence & Aerospace Scale-Up:Leveraging the JV to participate in high-value defence programs

•Integrated Solutions Play:Transitioning from component supply to turnkey and system-level solutions

• Export Growth: Expanding international presence through global project execution

Disclaimer: This article is for informational purposes only and does not constitute financial advice.

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