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Earnings Call

Atlanta Electricals Earnings Call: Key Takeaways

Atlanta Electricals delivered a defining FY26 with robust revenue growth and significant margin expansion driven by a richer 220KV product mix and new capacity at the Vadod facility.

Why this was an Alfa AlertRevenue beat: Guided 40% growth for FY26, achieved 48.8% (₹1851.5cr vs ₹1244cr), which is 22% above the guided growth trajectory.
Highlights
Revenue growth48.8% YoY growth in FY26, 81.7% in Q4.
MarginsEBITDA margins expanded to 18.6%; targeting 18-20% band.
Order book₹2,493 crores as of March 31, 2026.
Demand visibilityStrong domestic demand from BESS, data centers, and renewables.
Management confidenceHigh; citing 'Atlanta speed' in PGCIL approvals and debt-free status.

Growth

FY26 revenue rose 48.8% to ₹1851.5cr; PAT grew 70.1% to ₹201.8cr. EBITDA margins expanded 300bps to 18.6%.

Outlook

Targeting 40% CAGR over 3 years. Capex of ₹180cr for backward integration; prototyping 400KV and 765KV transformers.

Risks

Geopolitical conflicts causing mineral oil shortages; raw material volatility in copper, aluminum, and crude oil prices.

Source

Earnings Call filed with NSE, 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 Q4 FY26 Results: Net Profit ₹102.2 Cr, Up 128.6% YoY

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