📈 Live Market Tracking
AI-Powered NSE Corporate Announcements Analysis
Atlanta Electricals Q3 Revenue Jumps 80% YoY; Order Book Hits Record ₹2,451 Crore
Atlanta Electricals delivered a stellar Q3 FY26 performance with revenue growing 80% YoY to ₹472 crore, driven by a four-fold capacity expansion to 63,000 MVA. EBITDA margins expanded significantly by 350 basis points to 19.4%, reflecting strong operating leverage and a shift toward high-voltage products. The company's order book reached an all-time high of ₹2,451 crore, providing high revenue visibility for the coming quarters. Management highlighted strong tailwinds from India's ₹9.6 trillion planned transmission capex and successful entry into the 765 kV extra-high voltage segment.
Key Highlights
Revenue surged 80% YoY to ₹472 crore in Q3 FY26, while PAT rose 95% to ₹43 crore.
EBITDA margins improved to 19.4% from 15.8% due to economies of scale and better product procurement.
Order book stands at a record ₹2,451 crore, with Q3 inflows of ₹796 crore including a ₹298 crore GETCO order.
Manufacturing capacity expanded 4x from 16,000 MVA to 63,000 MVA over the last 18 months.
Successfully entered the high-margin 765 kV class transformer segment and secured the first export order of ₹20 crore.
💼 Action for Investors
Investors should focus on the company's execution of its record order book and the margin sustainability as the new 765 kV facility ramps up. The stock remains a strong proxy for India's massive power transmission infrastructure spending.