Atlanta Electricals Ltd
NSE: ATLANTAELE BSE: 544527Energy
Incorporated in 1983, Atlanta Electricals Ltd is in the business of supplying a wide range of power transformers.[1]
₹1,639
52W: ₹708 — ₹1902
PE 57.8 · Book ₹123 · +1233% vs bookMarket Cap₹12,605 Cr
Stock P/E57.8Price to Earnings
ROCE47.2%Return on Capital
ROE33.7%Return on Equity
Div. Yield0%Face Value ₹2
Strengths
- +Company has reduced debt.
- +Company is almost debt free.
- +Company is expected to give good quarter
- +Company has delivered good profit growth of 105% CAGR over last 5 years
- +Company has a good return on equity (ROE) track record: 3 Years ROE 35.2%
Weaknesses
- −Stock is trading at 13.3 times its book value
- −Though the company is reporting repeated profits, it is not paying out dividend
Shareholding Pattern
Promoters87.28%
FIIs2.4%
DIIs4.31%
Public6.01%
| Category | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|
| Promoters | 87.28% | 87.28% | 87.28% |
| FIIs | 2.19% | 2.4%▲0.2 | 2.4% |
| DIIs | 3.86% | 4.17%▲0.3 | 4.31%▲0.1 |
| Public | 6.67% | 6.15%▼0.5 | 6.01%▼0.1 |
Financial Statements
| Metric | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 300 | 270 | 263 | 411 | 315 | 317 | 472 | 747 |
| Expenses | 259 | 228 | 221 | 343 | 266 | 261 | 378 | 599 |
| Operating Profit | 41 | 42 | 42 | 69 | 49 | 56 | 94 | 148 |
| OPM % | 14% | 16% | 16% | 17% | 15% | 18% | 20% | 20% |
| Net Profit | 25 | 27 | 22 | 45 | 31 | 30 | 49 | 106 |
| EPS ₹ | 17.36 | 18.77 | 3.11 | 6.24 | 4.35 | 3.93 | 6.43 | 13.82 |
AI Insights
Revenue Trend
Mar 2026 revenue at ₹1,851Cr, up 48.8% YoY. OPM at 19%.
Debt Position
Borrowings at ₹52Cr. Debt-to-equity ratio: 0.06x. Healthy balance sheet.
Capex Cycle
CWIP at ₹30Cr (12% of fixed assets). Moderate ongoing capital expenditure.
Margin & Efficiency
ROCE improving from 0% (Mar 2020) to 47% (Mar 2026). Working capital days: 52.
Valuation
PE 57.8x with 47.2% ROCE. Price is 1233% above book value of ₹123. Dividend yield: 0%.
Recent Announcements
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome 2d - Submitted Q4 FY26 earnings-call transcript; FY26 revenue ₹1,851.5 crore, PAT ₹201.8 crore, debt repaid, 400kV plans.
- Disclosure Under Regulation 30 Of SEBI (LODR) Regulations, 2015 Regarding Receipt Of Debarment Order From South Bihar Power Distribution Company Limited (SBPDCL) 14 May - SBPDCL debarred Atlanta Electricals for two years over FY2023-24 transformer supply.
- Compliances-Reg.24(A)-Annual Secretarial Compliance 13 May - Annual Secretarial Compliance Report for FY ended 31 March 2026 filed; no non-compliances observed.
- Appointment Of Indepemdent Director In Material Unlisted Subsidiary. 12 May - Atlanta Trafo Limited appointed two independent directors for five-year terms from 12 May 2026.
- Announcement under Regulation 30 (LODR)-Monitoring Agency Report 12 May - CARE’s Q4 FY26 monitoring report shows Rs.400 crore IPO proceeds fully utilized except Rs.4.54 crore issue expenses.
- Rating update 10 Feb from crisil
- Rating update 9 Oct 2025 from crisil
- Transcript