Hyundai Rotem expands rail and defense portfolios
The company reports a defense and robotics revenue share of 57%.
The global machinery firm Hyundai Rotem is shifting its business structure toward a balanced model by integrating robotics assembly systems and aviation infrastructure,. The company currently operates through three primary segments: defense, robotics and human resources (AD&RH), rail solutions (RS), and eco-plant (EP). As of the end of the first half of 2026, the AD&RH segment accounted for 57% of total revenue, while the RS segment contributed 37% and the EP segment provided 6%,,.
In the rail sector, the company is targeting a larger share of the new high-speed rail market following its project in Uzbekistan. It has completed the production of 160 cars for the GTX-A line and secured additional orders for 168 cars for the GTX-C line and 192 cars for the GTX-B line. The company intends to use its competitive advantage from these projects to pursue further orders for the GTX-D, E, and F lines.
International expansion continues across multiple regions. The company entered the North American market with a contract for LA Metro in 2024 and secured an order for 440 cars in Morocco in 2025. Other recent activities include contracts for the Taipei Metro and Taichung City.
Technological development is focused on hydrogen mobility and artificial intelligence,,. The company is researching hydrogen-electric rail vehicles with Hyundai Motor Company. This effort led to a contract with Daejeon City in July 2024 for 34 sets of hydrogen trams and related signaling and inspection equipment.
Future goals include the phased development and commercialization of a hydrogen rail portfolio consisting of hydrogen-electric cars, locomotives, and high-speed trains by 2030. The company is also developing a data-driven maintenance system using physical AI and a driver advisory system for autonomous tram operation.