Atlanta Electricals Ltd
Atlanta Electricals Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Atlanta Electricals targets a ~40% CAGR in revenue growth over the next 3 years. FY26 showed strong growth: 48.8% revenue increase, 77.9% EBITDA growth, and 70.1% PAT growth, indicating robust business momentum.
From Atlanta Electricals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Atlanta Electricals targets a ~40% CAGR in revenue growth over the next 3 years.
- Majority of current orders (80-85%) to be executed within the next financial year; new higher KV orders expected to follow.
- Ramp-up of Vadodara facility utilization from 39% to 65% in the current year, aiming for 100% utilization next year with mainstream production of 400KV transformers.
- Development and prototyping of 400KV and 765KV transformer classes expected to unlock larger addressable markets and higher-value orders.
- Expansion into emerging domestic verticals like Battery Energy Storage Systems (BESS), data centers, and renewables to create durable demand.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Atlanta Electricals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- INR 180 crores capex planned for radiator and tank backward integration facility (completely robotic to ensure quality and automation), expected to commence in FY27 with benefits from next year.
- INR 65 crores capex for expanding inverter duty transformer (IDT) capacity by 5,000 MVA at existing Vadodara facility.
- Ongoing capex programs, including the new IDT facility and tank & radiator backward integration, are being funded comfortably through internal accruals; a term loan facility is approved if needed but not yet drawn.
- Focus on prototyping 400 kV and 765 kV transformers at Vadodara and Ankhi facilities with related technical tie-ups and testing; significant development cost anticipated.
2 more points management made on capital expenditure plans
Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Atlanta Electricals Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book is approximately INR 2,493 crores.
- Around 60% to 75% of orders are with price variation clauses, mainly from state utility boards.
- About 70% to 80% of orders come from state utility boards.
- Approximately 80-85% of the current order book (mostly up to 220KV class) is expected to be executed within the next 12 to 18 months.
- Small portion of orders are for 400KV class transformers, with deliveries starting from December to March.
2 more points management made on order book & pipeline
Atlanta Electricals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹748 Cr, net profit ₹102 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Atlanta Electricals Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Atlanta Electricals Ltd Q4 FY26 results?
Atlanta Electricals targets a ~40% CAGR in revenue growth over the next 3 years. FY26 showed strong growth: 48.8% revenue increase, 77.9% EBITDA growth, and 70.1% PAT growth, indicating robust business momentum.
What is Atlanta Electricals Ltd share price analysis?
Atlanta Electricals Ltd currently shows a neutral. The stock trades at a P/E of 57.6 with a market cap of ₹12,569 Cr. Investors should review the full earnings analysis for detailed insights.
Is Atlanta Electricals Ltd planning capital expenditure?
INR 180 crores capex planned for radiator and tank backward integration facility (completely robotic to ensure quality and automation), expected to commence in FY27 with benefits from next year.
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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.