Atlanta Electricals Management Guidance Tracker

Management expects revenue growth of at least 40% year-on-year for the full fiscal year, driven by capacity utilization and order book execution.

Management reiterated 40% CAGR growth trajectory for FY27 and FY28, with FY26 already exceeding at 48.8%.

Management indicated that current EBITDA margins are sustainable due to price variation clauses in large contracts and favorable product mix shift to higher KV class.

Company plans to start backward integration for radiators and tanks by Q1 FY27, aiming to reduce costs and improve margins.

Robotic tank and radiator manufacturing facility to be commissioned in FY27, funded through internal accruals.

Once the first 400 KV prototype is proven, the company will aggressively pursue 400 KV orders, which have longer lead times and better margins.

Vadodara facility utilization expected to increase from 39% to 65% in FY27, with 100% targeted in FY28.

Inverter duty transformer facility with 5,000 MVA capacity to be operational before end of calendar year 2026.