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Potential easing of Chinese competition
View Risks →Atlanta Electricals Limited — Q3 FY26
Atlanta Electricals delivered a stellar Q3 FY26 with consolidated revenue of ₹472 Cr (+80% YoY), EBITDA of ₹91 Cr (+120% YoY), and EBITDA margin expansion of 360 bps to 19.4%.
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Atlanta Electricals delivered a stellar Q3 FY26 with consolidated revenue of ₹472 Cr (+80% YoY), EBITDA of ₹91 Cr (+120% YoY), and EBITDA margin expansion of 360 bps to 19.4%. The strong performance was driven by the ramp-up of expanded capacity (from 16,000 MVA to 63,000 MVA), favorable product mix shifting to higher KV class transformers, and operating leverage. The order book hit an all-time high of ₹2,451 Cr, providing 12-18 months visibility. Management guided for 40%+ revenue growth for FY26 and expects margins to sustain at current levels due to price variation clauses and higher-mix EHV orders. Key risks include potential Chinese competition easing and execution delays in new facilities.
अटलांटा इलेक्ट्रिकल्स ने तीसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल आय 472 करोड़ रुपये रही, जो पिछले साल से 80% ज्यादा है। मुनाफा 91 करोड़ रुपये रहा, जो 120% बढ़ा। कंपनी का मार्जिन (कमाई का प्रतिशत) 19.4% हो गया, जो पहले से 3.6% ज्यादा है। यह सफलता उत्पादन क्षमता बढ़ने और महंगे ट्रांसफॉर्मर बेचने से मिली। कंपनी के पास 2,451 करोड़ रुपये के ऑर्डर हैं, जो अगले 12-18 महीनों का काम दे सकते हैं। प्रबंधन का कहना है कि इस साल आय 40% से ज्यादा बढ़ेगी और मार्जिन ऐसे ही रहेगा। खतरे में चीनी कंपनियों की प्रतिस्पर्धा और नए कारखानों में देरी शामिल है।
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Order Book
₹2,451 Cr
+226% YoY
All-time high order book as of Dec 31, 2025, providing strong execution visibility.
Order Intake (Q3)
₹796 Cr
+33% QoQ
Robust order intake driven by marquee orders from JETCO, Adani Green, and BNG Power.
Manufacturing Capacity
63,000 MVA
+294% YoY
Capacity expanded nearly 4x from 16,000 MVA, positioning for higher-value EHV segment.
Sales Volume (9M FY26)
13,500 MVA
+33% YoY
Volume growth driven by new facilities; full-year target of 40%+ revenue growth.
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Guidance and risk preview
Management expects revenue growth of at least 40% year-on-year for the full fiscal year, driven by capacity utilization and order book execution.
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