- All
- Important
- Financial Update
- Fund Raise
- Board Meeting
- Dividend/Bonus
- JV/Acquisition
- Investor Meet
- Insider Trade
- Pledging
- Others
Loading...
Atlanta Electricals Limited recently held an earnings conference call to discuss their Q4 and full-year FY26 financial and operational performance.
**Financial Performance:**
* **Q4 FY26:** Revenue surged 81.7% YoY to ₹747.6 Cr. EBITDA grew 117.9% YoY to ₹149.6 Cr, with margins expanding to 20% from 16.7%. PAT rose 128.9% YoY to ₹102.2 Cr.
* **FY26:** Consolidated revenue climbed 48.8% YoY to ₹1851.5 Cr, exceeding their 40% growth target. EBITDA increased 77.9% YoY to ₹344.4 Cr, with margins expanding 300 bps to 18.6%. PAT saw a healthy 70.1% YoY growth to ₹201.8 Cr. Margin expansion was driven by operating leverage, a richer product mix (52% in 220KV class), and improved procurement.
**Operational Updates & Outlook:**
* FY26 production reached 22,943 MVAs across five units, benefiting from the new Vadod and Ankhi facilities. The Vadod unit achieved 39% utilization in its first seven months.
* A key milestone was PGCIL approval for manufacturing transformers up to 400KV at the Vadod facility. The company secured its first 400KV order and is focusing on prototype development for 400KV and 765KV.
* The order book stood at ₹2,493 Cr as of March 31, 2026, with improved contribution from higher kV class transformers.
* Management expects continued demand driven by new verticals like battery energy storage systems (BESS), data centers, and renewable energy. They anticipate commencing operations for an inverter duty transformer (IDT) facility and backward integration for tank and radiator manufacturing in FY27.
**Investor Angle:**
The company has fully repaid its long-term debt of ₹340 Cr. Strong operating cash flow and enhanced bank facilities provide ample headroom for growth. Management expressed confidence in sustained growth driven by new capacity, market tailwinds, and a focus on higher-value products. The outlook remains positive with strategic priorities on EHV order conversion, export scaling, and operationalizing new facilities.