ATLANTAELE / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Atlanta Electricals · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-01-15Back to quarter ↗

Questions audited

Answered directly

67%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Kunal Shade · BNK 361

partial

Background and intent of Chinese participation in transmission equipment.

this whole thing possibly is to bridge uh the supply chain gap more so in the BTG uh sector or the boiler turbine generator segment. But I am sure this transmission equipment uh segment also will not be untouched by this particular uh thing.

Kunal Shade · BNK 361

evasive

Clarify which part of supply chain Chinese imports refer to.

this is primarily to bridge the gap uh between supply and demand of boiler turbine and generator. So this is primary for BTG but other transmission equipments also uh we will see uh the impact coming in.

Nikil Abhankar · UTI Asset Management Company

direct

Sustainability of EBITDA growth from gross margin expansion given commodity price hikes.

commodity prices uh for transformer manufacturing ... large transformers ... are driven through price variation class and there's a price pass through mechanism and hence uh the commodity prices do not end up squeezing the gross margins.

Nikil Abhankar · UTI Asset Management Company

partial

Full year guidance on sales volume (MVA).

it'll be difficult to give you exact guidance on the MBA front but ... we've been continuing with uh a growth rate of 40% year-on-year basis and we expect nothing less this year on revenue front.

Arafat · Anderson Nepon live

partial

Quantify revenue growth split between volume, mix, pricing, and FY27 visibility.

the revenue growth is the volume is 13,500 MBA for 9 months and we go 132 KV segment contributes 19% and 66 KV contributes 32%.

Arafat · Anderson Nepon live

partial

Sustainable EBITDA margin for next couple of years.

the margin the have come out from the results uh they are more or less uh fair and uh sustainable the reason being ... higher KV class is contributing better margins.

Ana · Philip Capital

direct

Update on approval status from Power Grid for Atlanta plant and timeline.

we have got uh the assessment uh dates from the power grid for our Gador facility which is unit 4. So we are expecting to finish that assessment audit within this particular month only.

Ana · Philip Capital

partial

Target order book by end of FY26.

Approximately 700 cr is our quarterly intake. We expect that to be about 600 crores uh quarterly intake this year.

Pravin Motwani · Bank of India Mutual Fund

direct

Whether new orders carry better margins.

the margins are as as equal as the current quart last quarter order intake.

Pravin Motwani · Bank of India Mutual Fund

direct

Pricing or margin pressure due to capacity additions.

we do not feel that there shall be any pressure on the pricing in a time to come also. It's not there at the moment but uh we do not expect that to come in a time uh of next 3 to four years at least.

Seb shab · ICC Predential Asset Management Company

direct

Average execution period for order book of ~2400 crores.

current order book which is unexecuted amounting to 2 4 51 CR. We anticipate this to be executed within next 1 and a half year.

Vela · Ambit Capital

partial

Contribution from new facility and depreciation impact.

the December quarter accounted for one transformer from the fifth facility ... it'll start contributing in this quarter in product.