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Air Link Communication revealed in its 1QFY26 briefing that the company will receive its first shipment of 10,000 Acer laptops by November, marking the start of a key pilot phase that is expected to drive a major expansion in its consumer tech portfolio.
According to Topline Securities, the company reported consolidated earnings of Rs1,583 million for 1QFY26, equal to an EPS of Rs4.01. This reflects an 88 percent increase year on year but a 16 percent decline on a quarterly basis.
Net sales rose to Rs24 billion, up 11 percent year on year and 30 percent quarter on quarter. Management credited the quarterly jump to improved sales volumes following weak performance in 4QFY25, when regional supply chain disruptions affected distribution.
Air Link maintained a gross margin of 14 percent, supported by improved pricing agreements with principals and a stronger retail sales mix. The margin outlook remains tied to product mix, as premium smartphone models continue to generate better profitability. Management expects current margins to hold steady moving forward.
The company has set a revenue target of Rs140 billion for FY26, with continued focus on boosting margins and profitability. Management expects earnings to strengthen once the company secures tax exemptions after relocating to its Sundar Green SEZ facility. The shift is expected to be completed by December 2025 or within the first half of FY26.
Air Link also confirmed plans to open Pakistan’s first Apple retail store by the end of 2025, along with a Xiaomi store in Dolmen Mall Lahore.
A major highlight was the upcoming arrival of Acer laptops. The first batch of 10,000 Acer Gadget e10 units will be launched as a pilot project, with management aiming to expand to local manufacturing if the initial phase succeeds. The company forecasts sales of 100,000 Acer laptops in FY26, with an expected revenue contribution of around Rs4 billion. Television products are anticipated to add another Rs8 billion.
New Mobile Brand and Appliance Expansion Plans
Management added that Air Link is finalizing the onboarding of another mobile brand for production and distribution. The company is also collaborating with an international partner to expand into appliances such as air conditioners, washing machines and microwaves, although details remain confidential under an NDA.
Regarding Xiaomi vehicles, management stated that the Pakistan launch is unlikely in the near term. High demand in China has led Xiaomi to prioritize left-hand drive production for its domestic market.
Air Link noted that discussions with the government regarding export approvals are ongoing. After approval, management anticipates revenue growth of over 200 percent.
The company also announced its first interim dividend of Rs2 per share for 1QFY26, representing a 50 percent payout ratio. Management said they intend to continue interim dividends, although the board will make the final decision.
