ALFA Finder| Management target | Revenue 40.0% FY27 |
|---|
| Revenue growth | 48% YoY growth primarily volume-driven via new facilities. |
|---|---|
| Margins | EBITDA margin improved to 16.5% vs 15.5% YoY. |
| Order book | INR 3,116.63 Cr as of June 30, 2026. |
| Demand visibility | Strong; record order inflow of INR 972.42 Cr in Q1. |
| Management confidence | High; citing structural demand cycle and record order inflow. |
Growth
Revenue grew 48% YoY; EBITDA increased 58.1% to INR 77.10 Cr; PAT surged 50.4% YoY to INR 46.84 Cr.
Outlook
Guided for 40% revenue CAGR over three years. Planned 5,000 MVA IDT facility and 765 kV entry by Q4 FY27.
Risks
Rising raw material costs due to geopolitical tensions; potential impact from 765 kV technology royalty payments.
Last quarter's promises, checked
Delivered
- Guided 40% YoY revenue growth → delivered 48% YoY (= BEAT)
- Targeted INR 600 Cr quarterly order intake → delivered INR 972.42 Cr (= BEAT)
- Guided sustainable EBITDA margins (19.4% in Q3) → delivered 16.5% in Q1 FY27 (= PARTIAL)
Partly delivered
- Targeted 765 kV entry/prototype → Still in progress for Q4 FY27 (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: ATLANTAELE. Summary written with AI assistance from the document.
Atlanta Electricals Ltd: key numbers
- Share price
- ₹1,534.80
- Market cap
- ₹11,802 Cr
- Revenue (annual)
- ₹1,852 Cr
- Net profit (annual)
- ₹201.8 Cr
- P/E (TTM)
- 52.6×Sector 51.9×
- Promoter holding
- 87.27%+0.00% QoQ
- FII holding
- 1.45%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Atlanta Electricals Ltd
All →Atlanta Electricals Promoter Buying: ₹0.02 Cr
Promoter group member Raship Patel bought 150 Atlanta Electricals shares on market for Rs 2.14 lakh. His holding rose to 300 shares, or 0.0004%.
- Value
- ₹0.02 Cr
- Promoter stake change
- +0.00%
Atlanta Electricals Other Announcement
Atlanta Electricals disclosed an immediate relative's purchase of 150 shares, worth about ₹0.02 crore. The relative's holding rose to 300 shares.
- Value
- ₹0.02 Cr
Atlanta Electricals Other Announcement
Atlanta Electricals filed its quarterly Monitoring Agency Report for IPO proceeds utilisation for Q1 FY27. No deviations or changes in the objects of the IPO were reported.
Atlanta Electricals Earnings Call Transcript: Key Takeaways
Revenue grew 23.1% YoY despite Gujarat floods delaying ₹180 Cr in deliveries. Management maintains a bold 40% CAGR growth aspiration while transitioning to higher-voltage transformer segments.
- Call
- Guides 40% growth
Atlanta Electricals Capacity Expansion: ₹193.6 Cr Investment
Atlanta Electricals' wholly owned subsidiary AE Components approved about ₹193.58 Crore capex for a new transformer tanks, frames and radiators plant. Funding comes from internal accruals, bank term loans and holding-company assistance, with completion targeted within one year.
- Value
- ₹193.6 Cr
- Execution
- One year
Atlanta Electricals Results Update
Atlanta Electricals reports Q2 FY27 revenue up 23.1% to Rs.390.1 crore and PAT up 28.0%. The release gives highlights, not the full results statement.