Atlanta Electricals Ltd — earnings calls

Atlanta Electricals reported Q1 FY27 consolidated revenue of Rs 466.33 crore, up 48% year-on-year, with EBITDA margin expanding to 16.5% from 15.5% a year earlier. Management attributed the growth primarily to volume from newly commissioned manufacturing facilities rather than pricing or product mix changes, and reported a record quarterly order inflow of Rs 972.42 crore, taking the outstanding order book to Rs 3,116.63 crore as of 30 June 2026. Management also discussed progress on 400 kV and 765 kV transformer capabilities, capacity expansion projects, and export market development.

Atlanta Electricals reported Q4 FY26 revenue of INR747.6 crores, up 81.7% year-on-year, with EBITDA margins expanding to 19.99% and profit after tax at INR102.2 crores. For full year FY26, revenue grew 48.8% to INR1851.5 crores, EBITDA rose 77.9% with margin expansion of 300 basis points, and the company fully repaid all long-term term debt of INR340 crores. Management also detailed order book growth to INR2,493 crores, progress on PGCIL approval for 400KV transformers at the Vadod facility, and plans for new capacity including a tank and radiator backward integration facility and an inverter duty transformer unit.