Atlanta Electric Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Published 25 Aug 2026 | Electrical Equipment | Market Cap: ₹14.2K Cr
The company targets a 40% CAGR growth in revenue over the next three years, maintaining this consistently as communicated to investors. Atlanta Electricals targets a 40% CAGR growth in revenue for the next three years (FY27-FY30).
From Atlanta Electric's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Price
₹1,770
Market Cap
₹14.2K Cr
P/E Ratio
65.1
Revenue Rank
Margin Rank
How does Atlanta Electric rank in Electrical Equipment?
Compare Atlanta Electric against every Electrical Equipment company this quarter on revenue, margins and earnings-call signals.
Atlanta Electric — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹748 Cr, net profit ₹102 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 1- →The company targets a 40% CAGR growth in revenue over the next three years, maintaining this consistently as communicated to investors.
- →For FY27, revenue guidance is approximately 40% year-on-year growth from last year's INR 1,851 crores.
- →The order book provides strong revenue visibility, with INR 2,400 crores of executable orders expected during FY27.
- →Volume growth is supported by expanded manufacturing capacity, with a capacity of 63,060 MVA and 4,381 MVA sales-based utilization in Q1 FY27.
- →Export revenue is targeted to contribute 15% of total revenues within three years, with initial orders being executed starting next financial year.
- →Growth will also come from higher capacity transformers (400 kV and 765 kV), expected to ramp up over the next 1-3 years.
- →Sustained demand across transmission, renewable energy, and industrial sectors supports growth outlook.
📈 Profitability & Margins
Rank 3- →Atlanta Electricals targets a 40% CAGR growth in revenue for the next three years (FY27-FY30).
- →Earnings Per Share (EPS) increased by 40% YoY to 6.09 in Q1 FY27, reflecting strong profitability growth.
- →PAT grew 50.4% YoY in Q1 FY27 with a PAT margin of 10%; improvements expected to continue.
- →EBITDA margin guidance is stable around 17-18% with sustained operational efficiencies despite raw material price pressures.
- →Revenue growth driven by increased manufacturing capacity and ramp-up of new facilities.
- →Expansion into higher-value products (e.g., 220 kV and above transformers) expected to enhance margins.
- →Export market expansion aims to contribute ~15% of revenues in three years, potentially improving overall margin profile.
- →Order book remains strong (INR 3,116 Cr), providing good revenue visibility and supporting growth.
🏗️ Capital Expenditure Plans
Yes- →Atlanta Electricals is investing in a new tank and radiator facility planned to go live by the end of the year.
- →Approximate capex of INR 180 crores allocated for this facility, with INR 15-20 crores already spent on land and building structures.
- →The remaining capex may be funded through internal accruals; details on debt plans were not specified.
- →The company is progressing with technology tie-ups for 400 kV and 765 kV transformer products, including a one-time fee of USD 3-5 million and ongoing royalties of 2-4% for 3-4 years on 765 kV products.
- →These capex and strategic investments aim to expand manufacturing capabilities in higher voltage transformer segments and build export capacity.
- →The company targets stable margins while enhancing product portfolio and operational scale.
💰 Fundraising & Capital Structure
No information- →As per the call transcript, there is no explicit mention of any ongoing or planned equity fundraising.
- →Regarding debt, for the remaining capex of approximately INR160-165 crores related to the tank and radiator facility, the management indicated that it would likely be funded through internal accruals rather than through additional debt.
- →No other specific details about future debt or equity fundraises were disclosed during the call.
- →The company remains focused on maintaining stable margins and executing on its expansion and technology tie-ups without indicating a need for immediate external capital infusion.
📋 Order Book & Pipeline
Yes- →As of June 30, 2026, Atlanta Electricals Limited has an unexecuted order book of approximately INR 3,100 crores.
- →Out of this, around INR 2,400 crores worth of orders are expected to be executed in the current financial year (FY27).
- →The company experienced a record quarterly order inflow of INR 972.42 crores in Q1 FY27.
- →The total outstanding order book reached INR 3,116.63 crores as of June 30, 2026.
- →Higher capacity products (220 kV class) constitute over 55% of the total order book.
- →Orders for 400 kV transformers and reactors contribute nearly INR 275 crores.
- →Management anticipates continued healthy order inflow during Q2 and Q3 FY27.
- →The company also expects additional orders beyond the current order book during the financial year.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Atlanta Electric Q1 FY27 results?
The company targets a 40% CAGR growth in revenue over the next three years, maintaining this consistently as communicated to investors. Atlanta Electricals targets a 40% CAGR growth in revenue for the next three years (FY27-FY30).
What is Atlanta Electric share price analysis?
Atlanta Electric currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 65.1 with a market cap of ₹14,202 Cr. Investors should review the full earnings analysis for detailed insights.
Is Atlanta Electric planning capital expenditure?
Atlanta Electricals is investing in a new tank and radiator facility planned to go live by the end of the year.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.