Atlanta Electric Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and 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.

📊 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.

See what Atlanta Electric said on profitability & margins — free account, 30 seconds.

🏗️ 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.

See what Atlanta Electric said on fundraising & capital structure — free account, 30 seconds.

📋 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

3 of 5 growth signals positive in the Q1 FY27 call.

Revenue

Rank 1

Margin

Rank 3

Capex

Yes

Fundraise

No information

Order Book

Yes

How does Atlanta Electric rank vs peers in Electrical Equipment?

Pro feature

1Atlanta Electric

Rev 1Mar 3

See full Electrical Equipment sector rankings

Price

₹1,718

Market Cap

₹14.2K Cr

P/E Ratio

65.1

Atlanta Electric — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹748 Cr, net profit ₹102 Cr.

Full financials →

What Atlanta Electricals Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Atlanta Electric Q1 FY27 results?

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.