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Investor Presentation

Atlanta Electricals Investor Presentation: Key Takeaways

Atlanta Electricals delivered strong Q1FY27 results with 48% YoY revenue growth. Strategy focuses on moving up the value chain into EHV/UHV transformer segments and expanding manufacturing capacity.

Highlights
Revenue growth48% YoY growth in Q1FY27.
MarginsEBITDA margin improved to 16.5% from 15.5% YoY.
Order book₹3,116.63 Cr as of June 30, 2026.
Demand visibilityStrong, backed by ₹3,116.63 Cr order book.
Management confidenceHigh, citing structural demand and infrastructure investments.

Growth

Consolidated revenue rose 48% YoY to ₹466.33 Cr; EBITDA grew 58.1% to ₹77.10 Cr; PAT increased 50.4% to ₹46.84 Cr.

Outlook

Order book stands at ₹3,116.63 Cr. Plans include commissioning Inverter Duty Transformer facility and entering 400kV/765kV segments.

Risks

Sequential revenue decline of 37.6% from Q4FY26; exposure to volatile raw material costs and industry competition.

Last quarter's promises, checked

Delivered

  • Guided 40% YoY revenue growth → delivered 48% (= BEAT)
  • Guided Vadod facility contribution → delivered ~33% of revenue (= BEAT)
  • Guided 400kV/765kV expansion → delivered Atlanta Trafo acquisition (= BEAT)

Partly delivered

  • Guided sustainable 19%+ EBITDA margin → delivered 16.5% (= PARTIAL)

Missed

  • Guided quarterly order intake ₹600-700Cr → delivered ~₹535Cr (implied) (= MISS)
Source

Investor Presentation 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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Key figure
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