Wednesday, 7 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Atlanta Electricals Earnings Call Transcript: Key Takeaways

Atlanta Electricals Q1 FY27 Revenue rose 48% YoY to INR 466.33 Cr, driven by capacity expansion and demand in the 220 kV transformer segment.

Guidance and delivery
Management target Revenue 40.0% FY27
Highlights
Revenue growth48% YoY growth primarily volume-driven via new facilities.
MarginsEBITDA margin improved to 16.5% vs 15.5% YoY.
Order bookINR 3,116.63 Cr as of June 30, 2026.
Demand visibilityStrong; record order inflow of INR 972.42 Cr in Q1.
Management confidenceHigh; 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)
Source

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

Read the document ↗

Atlanta Electricals Ltd: key numbers

Share price
₹1,875.00
Market cap
₹14,418 Cr
Revenue (annual)
₹1,852 Cr
Net profit (annual)
₹201.8 Cr
P/E (TTM)
66.3×Sector 53.9×
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.

More from Atlanta Electricals Ltd

All →
18:18 IST BSE
Annual General Meeting

Atlanta Electricals Annual General Meeting

Atlanta Electricals Limited conducted its 38th Annual General Meeting on September 21, 2026, covering financial adoption and approval of the new ESOS 2026 scheme.

11:47 IST BSE
Other Announcement

Atlanta Electricals Other Announcement

Atlanta Electricals informed exchanges about sending letters to shareholders without registered emails, providing a weblink to the company's FY 2025-26 Annual Report.

18:24 IST BSE
Annual Report

Atlanta Electricals Annual Report

Atlanta Electricals Limited has released its Annual Report for the financial year 2025-26. The report details the company's operational performance and financial results for the year.

18:00 IST BSE
Annual General Meeting

Atlanta Electricals Annual General Meeting

Atlanta Electricals Limited has issued a notice for its 38th Annual General Meeting, scheduled for September 21, 2026. The meeting will address ordinary and special business.

17:48 IST BSE
New Order Win

Atlanta Electricals Bags ₹193.9 Cr Order

Atlanta Electricals Ltd received a ₹193.92 crore order from APTRANSCO for supplying 12 units of 160 MVA, 220/132 kV Auto Transformers.

Value
₹193.9 Cr
13:10 IST BSE
Legal & Regulatory

Atlanta Electricals Legal & Regulatory

South Bihar Power Distribution Company Limited has withdrawn its debarment order against Atlanta Electricals with immediate effect. The resolution follows the company's appeal regarding a post-test inspection.