Airlink eyes Rs140bn revenue in FY26

October 24, 2025 (MLN): Air Link Communication Limited (PSX: AIRLINK) unveiled an ambitious expansion plan during its corporate briefing, the launch of a mono Apple retail store, alongside entry into the household goods and laptop segments, and a relocation to a tax-exempt facility at Sundar Green SEZ.

The company targets around Rs140 billion in revenue for FY26, up from Rs104bn last year, driven by diversification and efficiency gains.

Management revealed that the new Sundar facility, expected to be operational by December 2025, will house production for LED televisions and household appliances.

The SEZ relocation will grant 10 years of tax exemption, offering substantial margin and cost advantages.

AIRLINK is in final-stage negotiations with leading global brands (under NDAs) to introduce air conditioners, washing machines, and microwaves in Pakistan.

Further details were given regarding this as management stated that for the launch of home appliances, discussions are ongoing with potential Chinese partners especially top 5 in the world  for a joint venture, though no agreement has been finalized.

The company expects Rs8 billion in revenue from TVs, Rs2–4 bn from laptops, and Rs10–15bn from expanded smartphone output, contributing to its record FY26 sales target.

The company also confirmed plans to open a Xiaomi flagship store in Dolmen Mall Lahore and is on the verge of launching its proprietary e-commerce platform “AIRCART” , which will deliver to the customer’s doorsteps.

In laptops, total laptop sales are projected at 100,000 units in FY26.

AIRLINK is also exploring opportunities in electric vehicles, beginning with limited imports of 500–1,000 units to gauge demand, and the development of e-bikes tailored to local infrastructure., however E-scooters are not being prioritized.

For FY26, the company expects overall production growth of 20%, targeting 2.5–2.6m smartphone units, and aims to maintain gross margins around 14% through better pricing terms and a stronger retail sales mix.

Financially, AIRLINK reported 1QFY26 earnings of Rs1.58 bn (EPS: Rs4.01), up 88% YoY but down 16% quarter-on-quarter, mainly due to flood-related sales disruptions in September.

Revenue rose to Rs24.4bn, up 11% YoY and 30% QoQ, with management expecting upcoming quarters to reach Rs30–35bn in sales.

Furthermore, the management believes next year will be a great year for AIRLINK, with further revelation that the company plans on giving dividend in the near future if all went as planned.

Copyright Mettis Link News