In Week of Mar 28, 2026, Atlanta Electricals Ltd (Electric Equipment - Transformers) is outperforming Nifty 500 with +43.3% relative strength. Fundamentals: Average. On a 4-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 (ended December 31, 2025) earnings • Updated Mar 7, 2026
What: New Vadod facility (1/3 of Q3 revenue) and Atlanta Trafo facility now operational, expected to sustain 19%+ EBITDA margins
Impact: +₹200 Cr revenue
“As utilization scales we expect operating leverage benefits to continue flowing through into our margins - MD”
What: 400kV/765kV transformers now in production with high entry barriers and better margin profiles
Impact: +₹150 Cr revenue
“With our growing presence in the higher voltage segment, we have significantly expanded our addressable market into space characterized by high entry barriers and better margin profiles - MD”
What: ₹2,451 cr order book (5.2x Q3 revenue) with major orders from GETCO, Adani Green, BNC Power
Impact: +₹2451 Cr revenue
“With our record order book providing strong visibility, we are confident of delivering sustained growth - MD”
Earnings deceleration risks from management commentary
Trigger: Policy change allowing Chinese imports
Impact: -300 bps margin impact
Management view: Local manufacturing and qualification processes remain key differentiators for Atlanta Electricals - MD
Monitor: Government policy announcements
Key quotes from recent conference calls
“Over the past 18 months we've invested heavily to expand our manufacturing capacity from approximately 16,000 MVA to 63,000 MVA. Nearly a four fold increase. — Niral Krupeshbhai Patel”
“EBITDA margins expanded to 19.4% from 15.8% a 350 basis points improvement. This margin expansion reflects operating leverage from higher volumes, economies of scale, favorable product mix and improved product procurement efficiency in key input materials. — Niral Krupeshbhai Patel”
“The company's order book stands at a record high of ₹2,451 crores as of December 31, 2025. Notable order inflows during Q3 FY26 include ₹298 crores from GETCO, ₹134 crores from Adani Green Energy, and ₹184 crores from BNC Power Projects. — Niral Krupeshbhai Patel”
“The demand environment remains supportive with INRs 9.6 trillion of transmission investment planned over next seven years. With our record order book providing strong visibility, we are confident of delivering sustained growth. — Niral Krupeshbhai Patel”
Forward-looking targets from management for next 2-4 quarters
Key Milestones
• Full capacity utilization
• Higher voltage segment ramp
• Export market expansion
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +80% | +28% | Accelerating |
| PAT (Net Profit) | +96% | +80% | Stable |
| OPM | 19.0% | +300 bps | Expanding |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Mar 7, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Atlanta Electricals Ltd's latest quarterly results (Dec 2025) show
Atlanta Electricals Ltd's profit is growing with an stable trend.
Atlanta Electricals Ltd's revenue growth trend is accelerating.
Atlanta Electricals Ltd's operating margin is expanding.
Atlanta Electricals Ltd's long-term compounding rates
Atlanta Electricals Ltd's earnings growth is stable with improving on a sequential basis.
Atlanta Electricals Ltd appears significantly overvalued based on our fair value analysis.
Atlanta Electricals Ltd's current PE ratio is 65.7x.
Atlanta Electricals Ltd's current PE is 65.7x.
Atlanta Electricals Ltd's price-to-book ratio is 12.2x.
Atlanta Electricals Ltd is rated Average with a fundamental score of 54/100. This score is calculated from objective financial metrics
Atlanta Electricals Ltd has a debt-to-equity ratio of N/A.
Atlanta Electricals Ltd's return ratios over recent years
Atlanta Electricals Ltd's operating cash flow is positive (FY2025).
Atlanta Electricals Ltd currently does not pay a significant dividend (yield 0.00%).
Atlanta Electricals Ltd's shareholding pattern (Dec 2025)
Atlanta Electricals Ltd's promoter holding has remained stable recently.
Atlanta Electricals Ltd has been outperforming Nifty 500 for 4 consecutive weeks, indicating building momentum.
Atlanta Electricals Ltd is an established outperformer with 4 weeks of consecutive Nifty 500 outperformance.
Atlanta Electricals Ltd has 3 key growth catalysts identified from recent earnings analysis
Atlanta Electricals Ltd has 1 key risk worth monitoring
In Q3 FY26 (ended December 31, 2025), Atlanta Electricals Ltd's management highlighted
Atlanta Electricals Ltd's management has provided the following forward guidance for next 2-4 quarters
Based on quantitative research signals, here is why Atlanta Electricals Ltd may be worth studying
Atlanta Electricals Ltd investment thesis summary:
Atlanta Electricals Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
