Atlanta Electricals Ltd
Atlanta Electricals Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
The short version
FY26 order book stands strong with robust demand and improving mix towards higher kV, higher MVA products. - Expansion via acquisition (BTW, Vadod Plant) adds ~15,000 MVA capacity, revenue potential of Rs. Atlanta Electricals expects steady growth driven by strong order visibility and capacity expansion, especially with new facilities (Vadod and BTW) coming fully online in H2 FY26.
From Atlanta Electricals Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- FY26 order book stands strong with robust demand and improving mix towards higher kV, higher MVA products.
- Expansion via acquisition (BTW, Vadod Plant) adds ~15,000 MVA capacity, revenue potential of Rs. 600-700 crores annually from BTW alone.
- Existing three units running at 100% utilization; new plants expected to ramp up primarily in H2 FY26.
- Sales volumes projected to grow gradually over next 2-3 years aiming for optimum utilization of total 63,000 MVA capacity.
- Demand is expected to remain steady and strong for higher kV transformers (400 kV, 765 kV) driven by Indian infrastructure and renewables.
2 more points from Atlanta Electricals Ltd's call on revenue
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Profitability & Margins
See what Atlanta Electricals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Atlanta Electricals has completed acquisition of BTW facility (15,000 MVA capacity), now a 100% subsidiary, expanding capacity and capabilities.
- Vadodara plant expansion (30,000 MVA capacity) has been completed and is operational.
- Facilities are designed for upgradability; Vadod plant (currently 400 kV capable) can be upgraded to 765 kV by adding equipment without civil changes.
- BTW facility (765 kV class) can be further upgraded to 1,200 kV class with additional machinery.
2 more points from Atlanta Electricals Ltd's call on capex
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Fundraising & Capital Structure
See what Atlanta Electricals Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of October 17, 2025, Atlanta Electricals Limited's order book stands at approximately Rs. 1,584 crores.
- The order book shows steady growth, with new orders being added regularly, though exact current figures post Rs.
- Order execution timelines vary by kV class: 400 kV and 765 kV orders have 18-24 months lead time; 220 kV orders have 9-12 months; 132 kV and below have 4-6 months.
- Around 70% of orders come from utilities (PSUs) and 30% from private sector clients, including EPC contractors and industries.
2 more points from Atlanta Electricals Ltd's call on order book
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Atlanta Electricals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹748 Cr, net profit ₹102 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Atlanta Electric's management said in earlier quarters
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Net Sales: ₹70.27 Cr (up from ₹54.93 Cr in Q2 FY25) — approx. Key investor presentation takeaways from Power & Instrumentation (Gujarat) Ltd's Q2 FY26 investor
- Triveni Turbine Ltd (Q2 FY26)
The outstanding order book is at a record ₹22.2 billion, which is 24% higher year-over-year. Key concall takeaways from Triveni Turbine's Q2 FY26 earnings call…
Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Atlanta Electricals Ltd Q2 FY26 results?
FY26 order book stands strong with robust demand and improving mix towards higher kV, higher MVA products. - Expansion via acquisition (BTW, Vadod Plant) adds ~15,000 MVA capacity, revenue potential of Rs. Atlanta Electricals expects steady growth driven by strong order visibility and capacity expansion, especially with new facilities (Vadod and BTW) coming fully online in H2 FY26.
What is Atlanta Electricals Ltd share price analysis?
Atlanta Electricals Ltd currently shows a neutral. The stock trades at a P/E of 59.7 with a market cap of ₹13,036 Cr. Investors should review the full earnings analysis for detailed insights.
Is Atlanta Electricals Ltd planning capital expenditure?
Atlanta Electricals has completed acquisition of BTW facility (15,000 MVA capacity), now a 100% subsidiary, expanding capacity and capabilities.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.