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Earnings Call

Atlanta Electricals Earnings Call: Key Takeaways

Atlanta Electricals delivered a record FY26 with 48.8% revenue growth and significant margin expansion following its 2025 listing. Focus shifts to UHV/EHV transformer segments.

Highlights
Revenue growth48.8% YoY for FY26.
MarginsEBITDA margin improved to 18.6% (FY26) from 15.6% (FY25).
Order book₹2,493 Crores as of March 31, 2026.
Demand visibilityStrong, driven by ₹9 trillion planned national transmission investment.
Management confidenceHigh, citing de-leveraged balance sheet and PGCIL approvals.

Growth

FY26 revenue hit ₹1,851.52cr (+48.8% YoY); PAT surged 70.1% YoY to ₹201.77cr. EBITDA margins expanded 304bps to 18.6%.

Outlook

Prioritizing 400kV/765kV prototypes, backward integration, and capturing demand from data centers/renewables. Order book at ₹2,493cr.

Risks

Utilization temporarily impacted by capacity expansion; competition in high-voltage segments; raw material price sensitivity.

Source

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

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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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Key figure
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