Atlanta Electricals Ltd

🔌 Atlanta Electricals Reports Strong Order Book & Capacity Expansion – Key Insights

- Order book as of September 30, 2025: INR2,069 crores, ensuring strong execution visibility.

- Q2 order intake: INR789 crores, including INR463 crores for renewable energy.

- First major international export order: INR20 crores for 132 kV transformers.

- Total manufacturing capacity now 63,000 MVA, making Atlanta one of India’s largest integrated transformer producers.

- Vadod facility operational & ISO-certified, specializing in 400 kV & 765 kV products.

- Planned capex: INR65 crores for inverter duty transformers (9-month completion target).

- Revenue mix target: 85% domestic, 15% export.

- Q2 FY26 revenue: INR317 crores (+17.3% YoY).

- H1 FY26 revenue: INR632 crores, EBITDA at INR104 crores (16.4% margin).

- PAT grew 8.7% in H1 but declined 6% in Q2 due to higher depreciation & interest costs.

- Management expects stronger H2 FY26 performance with resilient margins & improved cash conversion.

- Focus areas: Scaling capacity utilization, expanding higher kV classes, and boosting automation & digitization.