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Earnings Call

Atlanta Electricals Earnings Call: Key Takeaways

Atlanta Electricals delivered record FY26 results with 48.8% revenue growth and significant margin expansion following its listing. Management is pivoting towards higher-voltage (400kV/765kV) segments and backward integration.

Why this was an Alfa AlertNot a filter event. While growth was record-breaking, it was not compared against a specific prior numerical guidance range.
Highlights
Revenue growth48.8% YoY for FY26; 81.7% YoY for Q4FY26.
MarginsEBITDA margins improved from 15.6% (FY25) to 18.6% (FY26).
Order book₹2,493cr; grown from ₹1,584cr in June-2025.
Demand visibilityStrong; backed by order book of ₹2,493cr as of March-2026.
Management confidenceHigh; citing multi-year growth tailwinds in transmission investment.

Growth

FY26 Revenue grew 48.8% to ₹1,851.5cr; PAT surged 70.1% to ₹201.8cr. EBITDA margins expanded 304 bps to 18.6%.

Outlook

Focus on prototyping 400kV/765kV transformers; ₹9 trillion sector opportunity through 2032; new inverter duty facility starting.

Risks

Capacity utilization temporarily dipped to 46.3% due to rapid expansion; exposure to competitive bidding in utility segments.

Source

Earnings Call filed with BSE, NSE: ATLANTAELE. Summary written with AI assistance from the document.

Read the document ↗

Atlanta Electricals Ltd: key numbers

Share price
₹1,625.90
Market cap
₹12,503 Cr
Revenue (annual)
₹1,852 Cr
Net profit (annual)
₹201.8 Cr
P/E (TTM)
57.5×Sector 53.6×
Promoter holding
87.27%+0.00% QoQ
FII holding
1.92%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Atlanta Electricals Ltd reported revenue from operations of ₹747.6 Cr (+81.7% YoY) and net profit of ₹102.2 Cr (+128.6% YoY) for Q4 FY26.

Key figure
Net profit ₹102.2 Cr · +128.6% YoY