Atlanta Electricals
Stock Snapshot
Price Performance
Vista Outlook
View Technicals Analysis →Basis of our Recommendation
Atlanta Electricals has demonstrated strong performance in FY26, exceeding its revenue growth target of 40%, primarily due to new capacity expansions and favorable market conditions. Management's focus on prototyping advanced transformers and expanding into high-growth sectors such as battery energy storage systems (BESS) and data centers is expected to enhance revenue streams and market share. The company's strategic initiatives, including the commissioning of new facilities and targeting export markets, align with Vista's forecast of stable margins and moderate revenue growth. The anticipated Rs. 9 trillion investment in transmission infrastructure through 2032 presents a significant opportunity for Atlanta, positioning it favorably within a growing industry. However, potential supply chain disruptions and commodity price volatility remain watchpoints. Overall, the company's robust order book and management's positive outlook support Vista's investment recommendation, with a target price reflecting a modest upside over the next 12-24 months
Why We Like This Stock
- Exceeding revenue growth targets indicates strong operational execution and market demand
- Strategic focus on high-growth sectors like BESS and data centers enhances long-term revenue potential
- Robust order book of INR 2,493 crores provides strong revenue visibility and supports margin stability
Things To Watch Out For
- Potential supply chain disruptions could impact production timelines and costs
- Commodity price volatility poses risks to margin stability despite price variation clauses in contracts
- Increased working capital requirements may challenge cash flow management as capacity expands
Key Parameters
Financial Snapshot
| Actuals | Forecast | ||||
|---|---|---|---|---|---|
| FY24 | FY25 | FY26 | FY27 | FY28 | |
| Revenue (Cr.) | 868 | 1,244 | 1,852 | 2,249 | 2,703 |
| Profit Before Tax (Cr.) | 87 | 159 | 277 | 371 | 435 |
| PBT Margin | 10.0% | 12.8% | 1495.7% | 16.5% | 16.1% |
| Net Profit (Cr.) | 66 | 119 | 208 | 278 | 326 |
| Earnings Per Share | 8.5 | 15.5 | 27.1 | 36.1 | 42.4 |
Analyst Recommendations
No analyst recommendations available.
Company Overview
Show Company Profile
Atlanta Electricals Limited manufactures and sells transformers to institutional and corporate customers in India. The company's products include power and auto, furnace, inverter duty, green, and special duty transformers. It also provides after-sales support services. The company serves transmission, steel, dairies, solar, textile, construction, and infrastructure industries. The company serves various industries, such as transmission, steel, dairies, solar, textile, construction, infrastructure, etc. Atlanta Electricals Limited was founded in 1983 and is based in Anand, India.