Atlanta Electricals Limited Q1 FY26 earnings call summary

Earnings call of 17 Oct 2025, summarised by AI from the filing.

Atlanta Electricals Q1 FY26 revenue ₹315 cr (+5.1%), EBITDA margin 15.5%, PAT margin 9.9%; no full-year guidance given.

Key takeaways

1. Revenue ₹315 cr (Q1 FY26: ₹300 cr, +5.1%).
2. Guidance No full-year guidance; BTW facility could generate ₹600-700 cr revenue if 15,000 MVA capacity is utilized.
3. Change BTW acquisition completed and Vadod unit operationalized, scaling capacity to 63,060 MVA.
4. Driver Demand for higher kV transformers, with PGCIL and Railways approval for 200 MVA/220 KV.
5. Risk Pressure on raw material supply chain for transformer components.

Original filing on BSE

Atlanta Electricals Limited Q1 FY27 results

As filed: Revenue ₹466 cr (+48% year on year), EBITDA ₹77.1 cr (+57% year on year), PAT ₹46.8 cr (+51% year on year), EBITDA margin 16.5% (+98 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹747 cr, EBITDA ₹148 cr, PAT ₹106 cr, EBITDA margin 19.9%. Not scored. No result for the same quarter last year. Share price after the results: +18.7% in 30 days (Nifty 500: −4.1%).
• Q3 FY26: Revenue ₹472 cr, EBITDA ₹94.2 cr, PAT ₹49.4 cr, EBITDA margin 20.0%. Not scored. No result for the same quarter last year. Share price after the results: +15.7% in 30 days (Nifty 500: +1.2%).
• Q2 FY26: Revenue ₹317 cr, EBITDA ₹55.0 cr, PAT ₹30.0 cr, EBITDA margin 17.4%. Not scored. No result for the same quarter last year. Share price after the results: −7.4% in 28 days (Nifty 500: +1.2%).
• Q1 FY26: Revenue ₹315 cr, EBITDA ₹49.0 cr, PAT ₹31.0 cr, EBITDA margin 15.6%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Atlanta Electricals Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (22 Jul 2026), Results deck (21 Jul 2026), Results press release (21 Jul 2026)
• Q4 FY26: Earnings call (11 May 2026), Results deck (9 May 2026), Results press release (9 May 2026)
• Q3 FY26: Earnings call (20 Jan 2026), Results deck (19 Jan 2026), Results press release (19 Jan 2026)
• Q2 FY26: Earnings call (12 Nov 2025), Results deck (11 Nov 2025), Results press release (11 Nov 2025)
• Q1 FY26: Earnings call (17 Oct 2025), Results deck (17 Oct 2025), Results press release (17 Oct 2025), Results press release (17 Oct 2025)