| Management target | Revenue 40.0% FY29 |
|---|
| Revenue growth | 23.1% YoY in Q2; 35.5% in H1; ₹180 Cr revenue deferred. |
|---|---|
| Margins | Gross margin moderated to 26.6% due to commodity spikes and floods. |
| Order book | ₹3,196.97 Cr; 54.5% YoY growth; 1.5-year visibility for 220kV class. |
| Demand visibility | Strong pipeline of ₹19,464 Cr; driven by green energy and US exports. |
| Management confidence | High; emphasized 'aspirational' 40% CAGR despite temporary weather and commodity headwinds. |
Growth
H1 revenue rose 35.5% YoY. Growth is volume-led but temporarily offset by raw material price volatility in firm-price contracts.
Outlook
Targeting 40% Revenue CAGR over next three years. 400kV and 765kV production commencing late FY27.
Risks
Floods disrupted operations; 12.5% of order book lacks price variation clauses, exposing margins to commodity spikes.
Earnings Call Transcript filed with NSE, NSE: ATLANTAELE. Summary written with AI assistance from the document.
Atlanta Electricals Ltd: key numbers
- Share price
- ₹1,416.70
- Market cap
- ₹10,894 Cr
- Revenue (annual)
- ₹1,852 Cr
- Net profit (annual)
- ₹201.8 Cr
- P/E (TTM)
- 48.5×Sector 51.7×
- 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 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 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.
Atlanta Electricals Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹390.1cr (+23.1% YoY), EBITDA ₹59.6cr (15.3% margin, -201bps), PAT ₹32.1cr (+28.0%). H1 revenue +35.5%, PAT +40.4%. Record order book ₹3,197cr; pushing 400/765kV and backward integration.
Atlanta Electricals Q2 FY27 Results: Net Profit ₹32.1 Cr, Up 27.9% YoY
Atlanta Electricals Ltd reported revenue from operations of ₹390.1 Cr (+23.1% YoY) and net profit of ₹32.1 Cr (+27.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹32.1 Cr · +27.9% YoY
Atlanta Electricals Board Meeting Date
Atlanta Electricals scheduled a board meeting for 31 Oct 2026 to approve Q2/HFY27 financial results. No trading-window closure beyond 48 hours post-declaration is expected.